Civic Intelligence

Miami Chapter of Alpha Delta Phi Fraternity

990 • Fiscal year 2019 • EIN 31-0597347

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 15, 2019

Organization ProfileWWW.ALPHADELTAPHI.ORG
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

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Net Margin

32nd percentile

-3.2%

Higher net margin than 32% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets53rd percentile

Assets

$30,233

No earlier filing loaded for comparison.

Net Assets

$30,233

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin32nd percentile

Revenue

$332,927

No earlier filing loaded for comparison.

Expenses

$343,564

No earlier filing loaded for comparison.

Net Income

-$10,637

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2019

Assets$30,233
Liabilities$0
Net Assets$30,233
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2019

Revenue$332,927
Expenses$343,564
Net Income-$10,637
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$332,927
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$40,870$30,233▼ $10,637
Total Assets$40,870$30,233▼ $10,637
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$40,870$30,233▼ $10,637
Total Net Assets Fund Balance$40,870$30,233▼ $10,637
Total Liabilities and Net Assets / Fund Balance$40,870$30,233▼ $10,637
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Jack RichardsonTreasurer
Ralph HerdaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$332,927
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-10,637
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$343,564
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$224,789--$224,789
Insurance$15,605--$15,605
Fees for Services Other$5,753--$5,753
Other Expenses$4,807--$4,807
Total Functional Expenses$343,564$0$0$343,564
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
Backup withholding compliance
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

“N/A”

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
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jack Richardson
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
Tracy Stevens
Phone
9528544244
Raw XML Appendix229 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
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IRS990/ActivitiesConductedPrtshpInd0false
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IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0JACK RICHARDSON
IRS990/BooksInCareOfDetail/PhoneNum06122402867
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt022 S CAMPUS AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0OXFORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045056
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
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IRS990/CashNonInterestBearingGrp/BOYAmt040870
IRS990/CashNonInterestBearingGrp/EOYAmt030233
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0332927
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0343564
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-10637
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0343564
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0332927
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0MANAGE PROPERTY FOR THE USE AND BENEFITS OF ALPHA DELTA PHI FRATERNITY AT 22 S. CAMPUS AV OXFORD OHIO
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt05753
IRS990/FeesForServicesOtherGrp/TotalAmt05753
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0RALPH HERDA
IRS990/Form990PartVIISectionAGrp/PersonNm1JACK RICHARDSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01835
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0332927
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt015605
IRS990/InsuranceGrp/TotalAmt015605
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0332927
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0FRATERNAL ORGANIZATION OF MIAMI CHAPTER OF ALPHA DELTA PHI FRATERNITY AT MIAMI UNIVERSITY OXFORD, OHIO.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt040870
IRS990/NetAssetsOrFundBalancesEOYAmt030233
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0224789
IRS990/OccupancyGrp/TotalAmt0224789
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0OTHER SOCIAL ACTIVITES
IRS990/OtherExpensesGrp/Desc1NATIONAL DUES
IRS990/OtherExpensesGrp/Desc2HOUSE MAINT/SUPPLIES
IRS990/OtherExpensesGrp/Desc3BANK FEE
IRS990/OtherExpensesGrp/ProgramServicesAmt059703
IRS990/OtherExpensesGrp/ProgramServicesAmt124800
IRS990/OtherExpensesGrp/ProgramServicesAmt28107
IRS990/OtherExpensesGrp/ProgramServicesAmt34807
IRS990/OtherExpensesGrp/TotalAmt059703
IRS990/OtherExpensesGrp/TotalAmt124800
IRS990/OtherExpensesGrp/TotalAmt28107
IRS990/OtherExpensesGrp/TotalAmt34807
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JACK RICHARDSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0313574
IRS990/PYOtherExpensesAmt0275666
IRS990/PYRevenuesLessExpensesAmt037908
IRS990/PYTotalExpensesAmt0275666
IRS990/PYTotalRevenueAmt0313574
IRS990/ReconcilationRevenueExpnssAmt0-10637
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED AND SUBMITTED BY ALUMNI TREASURER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1N/A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt040870
IRS990/TotalAssetsEOYAmt030233
IRS990/TotalAssetsGrp/BOYAmt040870
IRS990/TotalAssetsGrp/EOYAmt030233
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0332927
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0343564
IRS990/TotalFunctionalExpensesGrp/TotalAmt0343564
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt040870
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0332927
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt040870
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt030233
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt040870
IRS990/UnrestrictedNetAssetsGrp/EOYAmt030233
IRS990/USAddress/AddressLine1Txt022 S CAMPUS AVE
IRS990/USAddress/CityNm0OXFORD
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045056
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0WWW.ALPHADELTAPHI.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RALPH HERDA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06122402867
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA DELTA PHI FRATERNITY MIAMI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0310597347
ReturnHeader/Filer/PhoneNum06122402867
ReturnHeader/Filer/USAddress/AddressLine1Txt022 S CAMPUS AVE
ReturnHeader/Filer/USAddress/CityNm0OXFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045056
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.8.103.33
ReturnHeader/FilingSecurityInformation/IPDt02019-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:45:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0416792096
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOYUM BARENSCHEER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03050 METRO DR STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0554251547
ReturnHeader/PreparerPersonGrp/PhoneNum09528544244
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY STEVENS
ReturnHeader/ReturnTs02019-11-05T16:45:36-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,233
Liabilities
$0
Net assets
$30,233
Revenue
$332,927
Expenses
$343,564
Net income
-$10,637
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.14$0.19$0.05$1.77$1.51$0.27
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.33$0.32$2.60$2.87$0.28
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.13$0.04$3.03$2.91$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.78$0.15$2.51$2.79$0.28
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.09$0.13$3.50$4.19$0.69
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.65$0.82$4.12$3.61$0.52
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$3.33$3.44$0.11