Civic Intelligence

XI Chapter of Alpha Delta Pi House Corporation

EIN 31-6052835 • 501(c)2 • South Lyon, MI

Profile

Furnished and maintained living and meeting facilities to active members of college social sorority chapter.

10345 Longford DrSouth Lyon, MI 48178

n/A

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.02x

Higher debt load relative to assets than 42% of similar nonprofits.

501(c)2 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

39th percentile

0.07x

Higher debt load relative to revenue than 39% of similar nonprofits.

501(c)2 • $1M-$5M nonprofits • Source year 2025

Net Margin

49th percentile

10%

Higher net margin than 49% of similar nonprofits.

501(c)2 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

501(c)2 • $1M-$5M nonprofits • Source year 2025

Asset Growth

78th percentile

4.1%

Faster asset growth than 78% of similar nonprofits.

501(c)2 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

69th percentile

17%

Faster revenue growth than 69% of similar nonprofits.

501(c)2 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$1,219,434

Up $48,154 (+4.1%) from 2024

Liabilities

Up

$29,058

Up $2,945 (+11%) from 2024

Net Assets

Up

$1,190,376

Up $45,209 (+3.9%) from 2024

Operations
Liabilities / Revenue39th percentileNet Margin49th percentile

Revenue

Up

$445,856

Up $65,818 (+17%) from 2024

Expenses

Up

$400,647

Up $56,160 (+16%) from 2024

Net Income

Up

$45,209

Up $9,658 (+27%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$1.5M$1.0M$500K$0Assets 2018: $1,064,511Liabilities 2018: $16,100Net Assets 2018: $1,048,4112018Assets 2019: $1,058,076Liabilities 2019: $21,311Net Assets 2019: $1,036,7652019Assets 2020: $1,044,185Liabilities 2020: $26,930Net Assets 2020: $1,017,2552020Assets 2021: $1,106,672Liabilities 2021: $24,940Net Assets 2021: $1,081,7322021Assets 2022: $1,137,226Liabilities 2022: $18,731Net Assets 2022: $1,118,4952022Assets 2023: $1,132,204Liabilities 2023: $22,588Net Assets 2023: $1,109,6162023Assets 2024: $1,171,280Liabilities 2024: $26,113Net Assets 2024: $1,145,1672024Assets 2025: $1,219,434Liabilities 2025: $29,058Net Assets 2025: $1,190,3762025

Highlighted filing

2025

Assets$1,219,434
Liabilities$29,058
Net Assets$1,190,376
Open 2025 Filing

Operations Trend

Revenue Growth69th percentile

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

$600K$400K$200K$0-$200KRevenue 2018: $401,174Expenses 2018: $345,270Net Income 2018: $55,9042018Revenue 2019: $317,284Expenses 2019: $328,930Net Income 2019: -$11,6462019Revenue 2020: $371,891Expenses 2020: $391,402Net Income 2020: -$19,5112020Revenue 2021: $344,028Expenses 2021: $279,550Net Income 2021: $64,4782021Revenue 2022: $380,337Expenses 2022: $356,279Net Income 2022: $24,0582022Revenue 2023: $363,189Expenses 2023: $372,068Net Income 2023: -$8,8792023Revenue 2024: $380,038Expenses 2024: $344,487Net Income 2024: $35,5512024Revenue 2025: $445,856Expenses 2025: $400,647Net Income 2025: $45,2092025

Highlighted filing

2025

Revenue$445,856
Expenses$400,647
Net Income$45,209
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,219,434
Liabilities
$29,058
Net assets
$1,190,376
Revenue
$445,856
Expenses
$400,647
Net income
$45,209
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.03$1.19$0.45$0.40$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.17$0.03$1.15$0.38$0.34$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.02$1.11$0.36$0.37$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.14$0.02$1.12$0.38$0.36$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.02$1.08$0.34$0.28$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.03$1.02$0.37$0.39$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.02$1.04$0.32$0.33$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.06$0.02$1.05$0.40$0.35$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 25, 2025
Return Version
2024v5.0
Gross Receipts
$445,856
Mission and Program Overview

Mission

Furnished and maintained living and meeting facilities to active members of college social sorority chapter.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,145,167$1,190,376▲ $45,209
Land, Buildings, and Equipment, Net$925,070$949,845▲ $24,775
Cash and Non-Interest-Bearing Accounts$157,378$177,020▲ $19,642
Savings and Temporary Cash Investments$73,832$77,569▲ $3,737
Accounts Receivable$15,000$15,000→ $0
Total Assets$1,171,280$1,219,434▲ $48,154
Liabilities
Deferred Revenue$12,667$14,990▲ $2,323
Accounts Payable and Accrued Expenses$13,446$14,068▲ $622
Total Liabilities$26,113$29,058▲ $2,945
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,145,167$1,190,376▲ $45,209
Total Liabilities and Net Assets / Fund Balance$1,171,280$1,219,434▲ $48,154

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$911,077$775,868$1,686,945
Land$38,768-$38,768
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Kathryn RemerPresident
Carrie BursonDirector
Jennifer DunnSecretary
Lindell Jo JuergensTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$347
Program Service Revenue
$441,635
Investment Income
$3,874
Other Revenue
$0
All Other Contributions
$347
Change in Net Assets
$45,209
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$315,092
Salaries, Compensation, and Employee Benefits$85,555
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$77,446-$77,446
Occupancy$63,000--$63,000
Depreciation Depletion$40,123--$40,123
Payroll Taxes-$8,109-$8,109
Fees for Services Accounting-$6,204-$6,204
Other Expenses$182,198$1,348-$1,348
All Other Expenses-$1,239-$1,239
Total Functional Expenses$285,321$115,326$0$400,647
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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Xi Chapter of Alpha Delta Pi House
EIN
31-6052835
Phone
7347309727
Address
10345 LONGFORD DR, SOUTH LYON, MI 48178

Signing Officer

Name
Lindell Jo Juergens
Title
Treasurer
Signed
2025-08-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lindell Jo Juergens
Voting Board Members
5
Independent Board Members
5
Employees
2

Preparer

Firm
Parfitt Cooley & Associates Cpas
Address
82 COLUMBUS CIR, ATHENS, OH 45701-1370
Preparer
James Whitmore
Phone
7405926641
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