Civic Intelligence

Alpha Delta Gamma National Fraternity Attn Andrew Brothers

EIN 31-0999987 • 501(c)7 • Louisville, KY

Revoked990-N Coverage

Profile

An honorable brotherhood of worthy men with shared beliefs, values, customs, behaviors, traditions, lore and rituals who lead each other and society through five basic principles: spiritual, scholoastic, service, school spirit, and social.

Revocation date: Feb 15, 2011

609 Wilderness RoadLouisville, KY 40214

alphadeltagamma.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

27th percentile

-6.5%

Higher net margin than 27% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

49th percentile

0.0%

Faster asset growth than 49% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

56th percentile

4.1%

Faster revenue growth than 56% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$146,322

Up $39 (+0.0%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$146,322

Up $39 (+0.0%) from 2024

Revenue

Up

$101,479

Up $3,986 (+4.1%) from 2024

Expenses

Up

$108,072

Up $20,341 (+23%) from 2024

Net Income

Down

-$6,593

Down $16,355 (-168%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2015: $102,198Liabilities 2015: $0Net Assets 2015: $102,1982015Assets 2016: $93,232Liabilities 2016: $0Net Assets 2016: $93,2322016Assets 2017: $121,204Liabilities 2017: $227Net Assets 2017: $120,9772017Assets 2018: $129,258Liabilities 2018: $40Net Assets 2018: $129,2182018Assets 2019: $128,448Liabilities 2019: $49Net Assets 2019: $128,3992019Assets 2020: $125,918Net Assets 2020: $125,9182020Assets 2021: $148,939Net Assets 2021: $148,9392021Assets 2022: $133,667Net Assets 2022: $133,6672022Assets 2023: $137,780Net Assets 2023: $137,7802023Assets 2024: $146,283Net Assets 2024: $146,2832024Assets 2025: $146,322Net Assets 2025: $146,3222025

Highlighted filing

2025

Assets$146,322
Liabilities-
Net Assets$146,322

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2015: $90,002Expenses 2015: $56,262Net Income 2015: $33,7402015Revenue 2016: $52,721Expenses 2016: $61,800Net Income 2016: -$9,0792016Revenue 2017: $68,956Expenses 2017: $48,144Net Income 2017: $20,8122017Revenue 2018: $63,964Expenses 2018: $56,892Net Income 2018: $7,0722018Revenue 2019: $49,594Expenses 2019: $56,844Net Income 2019: -$7,2502019Revenue 2020: $60,950Expenses 2020: $65,757Net Income 2020: -$4,8072020Revenue 2021: $40,827Expenses 2021: $40,422Net Income 2021: $4052021Revenue 2022: $65,485Expenses 2022: $59,778Net Income 2022: $5,7072022Revenue 2023: $114,492Expenses 2023: $108,996Net Income 2023: $5,4962023Revenue 2024: $97,493Expenses 2024: $87,731Net Income 2024: $9,7622024Revenue 2025: $101,479Expenses 2025: $108,072Net Income 2025: -$6,5932025

Highlighted filing

2025

Revenue$101,479
Expenses$108,072
Net Income-$6,593

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 16, 2025
Return Version
2024v5.0
Gross Receipts
$101,479
Mission and Program Overview

Mission

An honorable brotherhood of worthy men with shared beliefs, values, customs, behaviors, traditions, lore and rituals who lead each other and society through five basic principles: spiritual, scholoastic, service, school spirit, and social.

Program Services

DescriptionGrantsExpenses
NATIONAL CONVENTION - TO LEGISLATE THE AFFAIRS OF THE FRATERNITY AND PLACE GREAT EMPHASIS UPON THE SOCIAL NATURE OF THE CONVENTION.--
FINANCIAL SERVICE FEES--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANTHONY MEDELLINPresidentPT$0--
AARON DWYERPast Nationa-$0--
DEMARCUS FORMBLYExecutive VP-$0--
DEIDRIC TUPPERVP External-$0--
JOSHUA HUGHLETTNational Mod-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Delta Gamma National Fraterni
EIN
31-0999987
Phone
2104305222
Address
609 WILDERNESS ROAD, LOUISVILLE, KY 40214

Signing Officer

Name
Anthony Medellin
Title
President
Phone
6023152818
Signed
2025-07-16
Discuss with paid preparer
Yes

Preparer

Firm
Travis Terry & Company Pc
Address
25 MAIN ST, SALEM, NH 03079
Preparer
Travis W Terry CPA
Phone
6038982511
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Dividend income 1,928 total 1,928

Form 990-ez, Part I, Line 16

Expenses travel and meeting-conference 35,151 travel and meeting-other 6,504 bank service charges 98 dues & subscriptions 1,412 insurance expense 29,708 operations-it/web 16,086 miscellaneous expense 3,534 chapter supplies 68 operations-printing and c 115 outside services 6,998 expansion 8,398 total 108,072

Form 990-ez, Part I, Line 20

Unrealized gain/losses 6,632

Form 990-ez, Part II, Line 24

Mfs total return 29,931 0 mfs diversified income 4,610 4,966 mfs core equity 18,083 20,323 mfs global growth 10,334 11,093 mfs intl diversification cl a 13,234 10,038 mfs growth 26,256 29,720 mfs value cl a 17,608 19,707 money market funds 213 193 mfs income 0 32,789 total 120,269 128,829

Form 990-ez, Part III

An honorable brotherhood of worthy men with shared beliefs, values, customs, behaviors, traditions, lore and rituals who lead each other and society through five basic principles: spiritual, scholoastic, service, school spirit, and social.

Form 990-ez, Part III, Line 31

FINANCIAL SERVICE FEES

Raw XML Appendix114 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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IRS990EZ/BooksInCareOfDetail/PersonNm0ANTHONY MEDELLIN
IRS990EZ/BooksInCareOfDetail/PhoneNum02104305222
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0609 WILDERNESS ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040214
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEIDRIC TUPPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOSHUA HUGHLETT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST NATIONA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP EXTERNAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4NATIONAL MOD
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt0128829
IRS990EZ/OtherChangesInNetAssetsAmt06632
IRS990EZ/OtherExpensesTotalAmt0108072
IRS990EZ/OtherRevenueTotalAmt01928
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0AN HONORABLE BROTHERHOOD OF WORTHY MEN WITH SHARED BELIEFS, VALUES, CUSTOMS, BEHAVIORS, TRADITIONS, LORE AND RITUALS WHO LEAD EACH OTHER AND SOCIETY THROUGH FIVE BASIC PRINCIPLES: SPIRITUAL, SCHOLOASTIC, SERVICE, SCHOOL SPIRIT, AND SOCIAL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NATIONAL CONVENTION - TO LEGISLATE THE AFFAIRS OF THE FRATERNITY AND PLACE GREAT EMPHASIS UPON THE SOCIAL NATURE OF THE CONVENTION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FINANCIAL SERVICE FEES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0108072
IRS990EZ/TotalRevenueAmt0101479
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://ALPHADELTAGAMMA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIVIDEND INCOME 1,928 TOTAL 1,928
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES TRAVEL AND MEETING-CONFERENCE 35,151 TRAVEL AND MEETING-OTHER 6,504 BANK SERVICE CHARGES 98 DUES & SUBSCRIPTIONS 1,412 INSURANCE EXPENSE 29,708 OPERATIONS-IT/WEB 16,086 MISCELLANEOUS EXPENSE 3,534 CHAPTER SUPPLIES 68 OPERATIONS-PRINTING AND C 115 OUTSIDE SERVICES 6,998 EXPANSION 8,398 TOTAL 108,072
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN/LOSSES 6,632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MFS TOTAL RETURN 29,931 0 MFS DIVERSIFIED INCOME 4,610 4,966 MFS CORE EQUITY 18,083 20,323 MFS GLOBAL GROWTH 10,334 11,093 MFS INTL DIVERSIFICATION CL A 13,234 10,038 MFS GROWTH 26,256 29,720 MFS VALUE CL A 17,608 19,707 MONEY MARKET FUNDS 213 193 MFS INCOME 0 32,789 TOTAL 120,269 128,829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AN HONORABLE BROTHERHOOD OF WORTHY MEN WITH SHARED BELIEFS, VALUES, CUSTOMS, BEHAVIORS, TRADITIONS, LORE AND RITUALS WHO LEAD EACH OTHER AND SOCIETY THROUGH FIVE BASIC PRINCIPLES: SPIRITUAL, SCHOLOASTIC, SERVICE, SCHOOL SPIRIT, AND SOCIAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FINANCIAL SERVICE FEES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
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ReturnHeader/ReturnTs02025-11-17T11:36:33-05:00
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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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