Civic Intelligence

Alpha XI Delta Fraternity Beta Lambda Chapter

990EZ • Fiscal year 2020 • EIN 25-6089880

Jun 01, 2019 to May 31, 2020 • Filed on Oct 14, 2020

Organization ProfilePSU.ALPHAXIDELTA.ORG
8702 Founders RoadIndianapolis, IN 46268

(845) 661-3632

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

44th percentile

0.2%

Higher net margin than 44% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

47th percentile

0.5%

Faster asset growth than 47% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

72nd percentile

0.1%

Faster revenue growth than 72% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$91,229

Up $488 (+0.5%) from 2019

Net Assets

Up

$91,229

Up $488 (+0.5%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin44th percentile

Revenue

Up

$197,966

Up $153 (+0.1%) from 2019

Expenses

Up

$197,478

Up $19,275 (+11%) from 2019

Net Income

Down

$488

Down $19,122 (-98%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2019: $90,741Net Assets 2019: $90,7412019Assets 2020: $91,229Net Assets 2020: $91,2292020Assets 2021: $96,298Net Assets 2021: $96,2982021Assets 2022: $124,020Liabilities 2022: $0Net Assets 2022: $124,0202022Assets 2023: $150,071Liabilities 2023: $0Net Assets 2023: $150,0712023Assets 2024: $128,918Liabilities 2024: $0Net Assets 2024: $128,9182024Assets 2025: $21,158Liabilities 2025: $0Net Assets 2025: $21,1582025

Highlighted filing

2020

Assets$91,229
Liabilities-
Net Assets$91,229
Open 2020 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2019: $197,813Expenses 2019: $178,203Net Income 2019: $19,6102019Revenue 2020: $197,966Expenses 2020: $197,478Net Income 2020: $4882020Revenue 2021: $161,823Expenses 2021: $156,754Net Income 2021: $5,0692021Revenue 2022: $211,270Expenses 2022: $183,548Net Income 2022: $27,7222022Revenue 2023: $226,970Expenses 2023: $200,919Net Income 2023: $26,0512023Revenue 2024: $240,987Expenses 2024: $262,140Net Income 2024: -$21,1532024Revenue 2025: $267,019Expenses 2025: $374,779Net Income 2025: -$107,7602025

Highlighted filing

2020

Revenue$197,966
Expenses$197,478
Net Income$488
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Oct 14, 2020
Return Version
2019v5.0
Gross Receipts
$197,966
Mission and Program Overview

Mission

The mission of alpha xi delta fraternity is to enrich the life of every alpha xi delta. We will: nurture unity and cooperation. Foster intellectual, professional and personal growth. Exemplify the highest ethical conduct.

Program Services

DescriptionGrantsExpenses
PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS- TOTAL OF 200 MEMBERS FOR THE YEAR.--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGAN HOLTZMANChapter Life-$0--
SHANNON SMITHPresident-$0--
JOANNA PELCFinance & Op-$0--
GRACE CASEYMembership V-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Xi Delta Fraternity
EIN
25-6089880
Phone
8456613632
Address
8702 FOUNDERS ROAD, INDIANAPOLIS, IN 46268

Signing Officer

Name
Shannon Smith
Title
President
Phone
8456613632
Signed
2020-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Elizabeth Brewer
Phone
2057587754
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: autism speaks address: 1 east 33rd street new york, ny 10016 cash contribution: 5,928”

Form 990-ez, Part I, Line 16

“Expenses bank charges 16,977 chapter dues & fees 84,864 merchandise 18,678 other 4,206 recruitment & social 27,128 supplies 940 reserve 2,722 apparel 22,450 total 177,965”

Form 990-ez, Part III

“The mission of alpha xi delta fraternity is to enrich the life of every alpha xi delta. We will: nurture unity and cooperation. Foster intellectual, professional and personal growth. Exemplify the highest ethical conduct.”

Raw XML Appendix107 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOANNA PELC
IRS990EZ/BooksInCareOfDetail/PhoneNum08456613632
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0542 PEEKSKILL HOLLOW RAOD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PUTNAM VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010579
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt090741
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt091229
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0488
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt090741
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt09149
IRS990EZ/GrossReceiptsAmt0197966
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00661
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt09520
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt090741
IRS990EZ/NetAssetsOrFundBalancesEOYAmt091229
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt090741
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt091229
IRS990EZ/OccupancyRentUtltsAndMaintAmt010364
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MEGAN HOLTZMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHANNON SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOANNA PELC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GRACE CASEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPTER LIFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCE & OP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBERSHIP V
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0177965
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF ALPHA XI DELTA FRATERNITY IS TO ENRICH THE LIFE OF EVERY ALPHA XI DELTA. WE WILL: NURTURE UNITY AND COOPERATION. FOSTER INTELLECTUAL, PROFESSIONAL AND PERSONAL GROWTH. EXEMPLIFY THE HIGHEST ETHICAL CONDUCT.
IRS990EZ/ProgramServiceRevenueAmt0197966
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS- TOTAL OF 200 MEMBERS FOR THE YEAR.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0197478
IRS990EZ/TotalRevenueAmt0197966
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://PSU.ALPHAXIDELTA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: AUTISM SPEAKS ADDRESS: 1 EAST 33RD STREET NEW YORK, NY 10016 CASH CONTRIBUTION: 5,928
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK CHARGES 16,977 CHAPTER DUES & FEES 84,864 MERCHANDISE 18,678 OTHER 4,206 RECRUITMENT & SOCIAL 27,128 SUPPLIES 940 RESERVE 2,722 APPAREL 22,450 TOTAL 177,965
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MISSION OF ALPHA XI DELTA FRATERNITY IS TO ENRICH THE LIFE OF EVERY ALPHA XI DELTA. WE WILL: NURTURE UNITY AND COOPERATION. FOSTER INTELLECTUAL, PROFESSIONAL AND PERSONAL GROWTH. EXEMPLIFY THE HIGHEST ETHICAL CONDUCT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08456613632
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA XI DELTA FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BETA LAMBDA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0256089880
ReturnHeader/Filer/PhoneNum08456613632
ReturnHeader/Filer/USAddress/AddressLine1Txt08702 FOUNDERS ROAD
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046268
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07AFAD6CFFFB5DD75CFFA908AACC61B36771EA8A5
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-10-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:00:19
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BREWER
ReturnHeader/ReturnTs02020-10-13T17:00:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,229
Liabilities
-
Net assets
$91,229
Revenue
$197,966
Expenses
$197,478
Net income
$488
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$2.67$3.75$1.08
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$2.41$2.62$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$2.27$2.01$0.26
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$2.11$1.84$0.28
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.96$1.62$1.57$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.91$1.98$1.97$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.91$1.98$1.78$0.20