Civic Intelligence

Miami Chapter of Alpha Delta Phi Fraternity

990 • Fiscal year 2021 • EIN 31-0597347

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

22 S Campus AveOxford, OH 45056

(612) 240-2867

Siviq Scores

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

Liabilities / Assets

88th percentile

0.42x

Higher debt load relative to assets than 88% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

65th percentile

0.03x

Higher debt load relative to revenue than 65% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

16th percentile

-20%

Higher net margin than 16% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

2nd percentile

-85%

Faster asset growth than 2% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

29th percentile

-15%

Faster revenue growth than 29% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$21,865

Down $124,941 (-85%) from 2020

Net Assets

Down

$12,665

Down $69,255 (-85%) from 2020

Liabilities

Down

$9,200

Down $55,686 (-86%) from 2020

Revenue

Down

$350,200

Down $62,223 (-15%) from 2020

Expenses

Up

$419,455

Up $58,719 (+16%) from 2020

Net Income

Down

-$69,255

Down $120,942 (-234%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0-$50KAssets 2019: $30,233Liabilities 2019: $0Net Assets 2019: $30,2332019Assets 2020: $146,806Liabilities 2020: $64,886Net Assets 2020: $81,9202020Assets 2021: $21,865Liabilities 2021: $9,200Net Assets 2021: $12,6652021Assets 2022: $62,533Liabilities 2022: $77,845Net Assets 2022: -$15,3122022Assets 2023: $9,133Liabilities 2023: $12,828Net Assets 2023: -$3,6952023Assets 2024: $1,948Liabilities 2024: $33,482Net Assets 2024: -$31,5342024Assets 2025: $14,479Liabilities 2025: $19,300Net Assets 2025: -$4,8212025

Highlighted filing

2021

Assets$21,865
Liabilities$9,200
Net Assets$12,665

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2019: $332,927Expenses 2019: $343,564Net Income 2019: -$10,6372019Revenue 2020: $412,423Expenses 2020: $360,736Net Income 2020: $51,6872020Revenue 2021: $350,200Expenses 2021: $419,455Net Income 2021: -$69,2552021Revenue 2022: $250,855Expenses 2022: $278,832Net Income 2022: -$27,9772022Revenue 2023: $302,727Expenses 2023: $291,110Net Income 2023: $11,6172023Revenue 2024: $259,545Expenses 2024: $287,384Net Income 2024: -$27,8392024Revenue 2025: $177,306Expenses 2025: $150,593Net Income 2025: $26,7132025

Highlighted filing

2021

Revenue$350,200
Expenses$419,455
Net Income-$69,255
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$350,200
Mission and Program Overview

Mission

Operate the Alpha Delta Phi Miami University social/fraternal organization for the benefit and betterment of the undergraduate members.

To manage property for the use and benefits of alpha delta phi fraternity at 22 s. Campus ave, oxford, ohio.

Balance Sheet Detail
LineBeginningEndChange
Assets
Prepaid Expenses and Deferred Charges$64,886--
Cash and Non-Interest-Bearing Accounts$81,920$13,865▼ $68,055
Total Assets$146,806$21,865▼ $124,941
Other Assets Total-$8,000-
Liabilities
Deferred Revenue$64,886--
Unsecured Notes Loans Payable-$9,200-
Total Liabilities$64,886$9,200▼ $55,686
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$81,920$12,665▼ $69,255
Total Net Assets Fund Balance$81,920$12,665▼ $69,255
Total Liabilities and Net Assets / Fund Balance$146,806$21,865▼ $124,941

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$8,000--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nick CapinolaTreasurer
Ralph HerdaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$350,200
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-69,255
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$419,455
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$230,225--$230,225
Insurance$16,400--$16,400
Other Expenses$7,712--$7,712
All Other Expenses$7,087--$7,087
Fees for Services Other$6,777--$6,777
Total Functional Expenses$419,455$0$0$419,455
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 is reviewed and submitted by alumni treasurer

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Alpha Delta Phi Fraternity Miami
EIN
31-0597347
Phone
6122402867
Address
22 S CAMPUS AVE, OXFORD, OH 45056

Signing Officer

Name
Ralph Herda
Title
Treasurer
Phone
6122402867
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nick Capinola
Formed
1835
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Boyum Barenscheer
Address
3050 METRO DR STE 200, MINNEAPOLIS, MN 55425-1547
Preparer
Becky L Gibbs
Phone
9528544244
Raw XML Appendix242 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.

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IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0350200
IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
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IRS990/InsuranceGrp/TotalAmt016400
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
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IRS990/MethodOfAccountingAccrualInd0X
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IRS990/NoListedPersonsCompensatedInd0X
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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