Civic Intelligence

Alpha XI Delta Fraternity Pi Chapter

990EZ • Fiscal year 2023 • EIN 31-6079766

Jun 01, 2022 to May 31, 2023 • Filed on Sep 27, 2023

Organization ProfileN/A
1389 W 86th St 350Indianapolis, IN 46260

(419) 565-2096

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

29th percentile

-5.5%

Higher net margin than 29% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

14th percentile

-22%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

41st percentile

0.8%

Faster revenue growth than 41% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$21,457

Down $6,220 (-22%) from 2022

Net Assets

Down

$21,457

Down $6,220 (-22%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Up

$113,078

Up $849 (+0.8%) from 2022

Expenses

Up

$119,297

Up $3,689 (+3.2%) from 2022

Net Income

Down

-$6,219

Down $2,840 (-84%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$40K$30K$20K$10K$0Assets 2019: $10,523Net Assets 2019: $10,5232019Assets 2020: $23,678Net Assets 2020: $23,6782020Assets 2021: $31,056Net Assets 2021: $31,0562021Assets 2022: $27,677Net Assets 2022: $27,6772022Assets 2023: $21,457Net Assets 2023: $21,4572023Assets 2024: $25,998Net Assets 2024: $25,9982024

Highlighted filing

2023

Assets$21,457
Liabilities-
Net Assets$21,457
Open 2023 Filing

Operations Trend

Revenue Growth41st percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2019: $146,680Expenses 2019: $164,705Net Income 2019: -$18,0252019Revenue 2020: $136,261Expenses 2020: $123,106Net Income 2020: $13,1552020Revenue 2021: $111,428Expenses 2021: $104,050Net Income 2021: $7,3782021Revenue 2022: $112,229Expenses 2022: $115,608Net Income 2022: -$3,3792022Revenue 2023: $113,078Expenses 2023: $119,297Net Income 2023: -$6,2192023Revenue 2024: $139,827Expenses 2024: $135,286Net Income 2024: $4,5412024

Highlighted filing

2023

Revenue$113,078
Expenses$119,297
Net Income-$6,219
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Sep 27, 2023
Return Version
2022v5.0
Gross Receipts
$113,078
Mission and Program Overview

Mission

The mission of alpha xi delta fraternity is to enrich the life of every alpha xi delta. We will nurture unity and cooperation, foster intellectual, professional and personal growth, exemplify the highest ethical conduct, instill community responsibility, perpetuate fraternal growth.

Program Services

DescriptionGrantsExpenses
PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS- TOTAL OF 91 MEMBERS FOR THE YEAR.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH MESERINIChapter Life-$0--
TAYLOR BERGOCHPresident-$0--
MAYA ALONSAFinance & Op-$0--
MACKENZIE NEUHARTMembership V-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Xi Delta Fraternity
EIN
31-6079766
Phone
4195652096
Address
1389 W 86TH ST 350, INDIANAPOLIS, IN 46260

Signing Officer

Name
Taylor Bergoch
Title
President
Phone
4195652096
Signed
2023-09-27
Discuss with paid preparer
Yes

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Jane D Burch
Phone
2057587754
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank charges 9,434 chapter dues & fees 39,441 recruitment & social 52,045 philanthropy 9,318 total 110,238”

Form 990-ez, Part III

“The mission of alpha xi delta fraternity is to enrich the life of every alpha xi delta. We will nurture unity and cooperation, foster intellectual, professional and personal growth, exemplify the highest ethical conduct, instill community responsibility, perpetuate fraternal growth.”

Raw XML Appendix102 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MAYA ALONSA
IRS990EZ/BooksInCareOfDetail/PhoneNum04195652096
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt016 SOUTH COLLEGE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ATHENS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027676
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021457
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6219
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027676
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021457
IRS990EZ/FundraisingGrossIncomeAmt02200
IRS990EZ/GrossReceiptsAmt0113078
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00661
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt05510
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027676
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021457
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027676
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021457
IRS990EZ/OccupancyRentUtltsAndMaintAmt09059
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH MESERINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TAYLOR BERGOCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MAYA ALONSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MACKENZIE NEUHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPTER LIFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCE & OP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBERSHIP V
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0110238
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF ALPHA XI DELTA FRATERNITY IS TO ENRICH THE LIFE OF EVERY ALPHA XI DELTA. WE WILL NURTURE UNITY AND COOPERATION, FOSTER INTELLECTUAL, PROFESSIONAL AND PERSONAL GROWTH, EXEMPLIFY THE HIGHEST ETHICAL CONDUCT, INSTILL COMMUNITY RESPONSIBILITY, PERPETUATE FRATERNAL GROWTH.
IRS990EZ/ProgramServiceRevenueAmt0110878
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS- TOTAL OF 91 MEMBERS FOR THE YEAR.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt02200
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0119297
IRS990EZ/TotalRevenueAmt0113078
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 9,434 CHAPTER DUES & FEES 39,441 RECRUITMENT & SOCIAL 52,045 PHILANTHROPY 9,318 TOTAL 110,238
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MISSION OF ALPHA XI DELTA FRATERNITY IS TO ENRICH THE LIFE OF EVERY ALPHA XI DELTA. WE WILL NURTURE UNITY AND COOPERATION, FOSTER INTELLECTUAL, PROFESSIONAL AND PERSONAL GROWTH, EXEMPLIFY THE HIGHEST ETHICAL CONDUCT, INSTILL COMMUNITY RESPONSIBILITY, PERPETUATE FRATERNAL GROWTH.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAYLOR BERGOCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04195652096
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA XI DELTA FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0316079766
ReturnHeader/Filer/PhoneNum04195652096
ReturnHeader/Filer/USAddress/AddressLine1Txt01389 W 86TH ST 350
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046260
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE D BURCH
ReturnHeader/ReturnTs02023-10-02T11:23:15-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TAYLOR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERGOCH
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,457
Liabilities
-
Net assets
$21,457
Revenue
$113,078
Expenses
$119,297
Net income
-$6,219
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.26$0.26$1.40$1.35$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.21$1.13$1.19$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.28$0.28$1.12$1.16$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.31$0.31$1.11$1.04$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.24$0.24$1.36$1.23$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.11$0.11$1.47$1.65$0.18