Civic Intelligence

Miami Chapter of Alpha Delta Phi Fraternity

990 • Fiscal year 2023 • EIN 31-0597347

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

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

98th percentile

1.40x

Higher debt load relative to assets than 98% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

54th percentile

0.04x

Higher debt load relative to revenue than 54% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Net Margin

47th percentile

3.8%

Higher net margin than 47% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Asset Growth

1st percentile

-85%

Faster asset growth than 1% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

74th percentile

21%

Faster revenue growth than 74% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$9,133

Down $53,400 (-85%) from 2022

Net Assets

Up

-$3,695

Up $11,617 (+76%) from 2022

Liabilities

Down

$12,828

Down $65,017 (-84%) from 2022

Revenue

Up

$302,727

Up $51,872 (+21%) from 2022

Expenses

Up

$291,110

Up $12,278 (+4.4%) from 2022

Net Income

Up

$11,617

Up $39,594 (+142%) from 2022

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

2023

Assets$9,133
Liabilities$12,828
Net Assets-$3,695

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

2023

Revenue$302,727
Expenses$291,110
Net Income$11,617
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$529,105
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
Cash and Non-Interest-Bearing Accounts$46,488$9,133▼ $37,355
Other Assets Total$16,045--
Total Assets$62,533$9,133▼ $53,400
Liabilities
Deferred Revenue$61,800--
Other Liabilities$16,045$12,828▼ $3,217
Total Liabilities$77,845$12,828▼ $65,017
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-15,312$-3,695▲ $11,617
Total Net Assets Fund Balance$-15,312$-3,695▲ $11,617
Total Liabilities and Net Assets / Fund Balance$62,533$9,133▼ $53,400
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ben RouseTreasurer
Ralph HerdaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$182,458
Investment Income
$0
Other Revenue
$120,269
Change in Net Assets
$11,617
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$291,110
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---$29,501
Insurance---$18,600
Other Expenses---$16,588
All Other Expenses---$13,110
Fees for Services Other---$7,304
Total Functional Expenses$0$0$0$291,110
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Alumni Association$12,828
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
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ben Rouse
Formed
1835
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Boyum & Barenscheer Pllp
Address
3050 METRO DR STE 200, MINNEAPOLIS, MN 55425-1547
Preparer
Becky L Gibbs
Phone
9528544244
Raw XML Appendix239 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/GrantsToIndividualsInd0false
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IRS990/IRPDocumentCnt00
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings