Civic Intelligence

California State Poly Univ Kappa Delta Chapter

990EZ • Fiscal year 2021 • EIN 32-0506597

Jun 01, 2020 to May 31, 2021 • Filed on Sep 30, 2021

8702 Founders RoadIndianapolis, IN 46268

(714) 356-7201

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

61st percentile

12%

Higher net margin than 61% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

80th percentile

25%

Faster asset growth than 80% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-37%

Faster revenue growth than 17% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$34,313

Up $6,879 (+25%) from 2020

Net Assets

Up

$34,313

Up $6,879 (+25%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$59,468

Down $34,993 (-37%) from 2020

Expenses

Down

$52,589

Down $49,378 (-48%) from 2020

Net Income

Up

$6,879

Up $14,385 (+192%) from 2020

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2019: $34,940Net Assets 2019: $34,9402019Assets 2020: $27,434Net Assets 2020: $27,4342020Assets 2021: $34,313Net Assets 2021: $34,3132021Assets 2022: $36,056Net Assets 2022: $36,0562022Assets 2023: $43,108Net Assets 2023: $43,1082023Assets 2024: $21,801Net Assets 2024: $21,8012024

Highlighted filing

2021

Assets$34,313
Liabilities-
Net Assets$34,313

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2019: $98,260Expenses 2019: $107,613Net Income 2019: -$9,3532019Revenue 2020: $94,461Expenses 2020: $101,967Net Income 2020: -$7,5062020Revenue 2021: $59,468Expenses 2021: $52,589Net Income 2021: $6,8792021Revenue 2022: $83,692Expenses 2022: $81,949Net Income 2022: $1,7432022Revenue 2023: $96,067Expenses 2023: $89,015Net Income 2023: $7,0522023Revenue 2024: $84,646Expenses 2024: $105,953Net Income 2024: -$21,3072024

Highlighted filing

2021

Revenue$59,468
Expenses$52,589
Net Income$6,879
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Sep 30, 2021
Return Version
2020v4.0
Gross Receipts
$59,990
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 67 MEMBERS FOR THE YEAR.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ZOE NYEChapter Life-$0--
ALLISON NAKAMOTOPresident-$0--
ERIN WALTONFinance & Op-$0--
HAILEY KOVACSMembership V-$0--
Filing and Contact Details

Filer

Filer Name
California State Poly Univ
EIN
32-0506597
Address
8702 FOUNDERS ROAD, INDIANAPOLIS, IN 46268

Signing Officer

Name
Allison Nakamoto
Title
President
Phone
6264300273
Signed
2021-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Elizabeth Brewer
Phone
2057587754
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses bank charges 7,804 chapter dues & fees 26,030 other 191 recruitment & social 4,162 supplies 3,984 corporation note 8,531 total 50,702

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 Appendix106 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0ZOE NYE
CompensationExplanation/CompensationExplanationGrp/PersonNm1ALLISON NAKAMOTO
CompensationExplanation/CompensationExplanationGrp/PersonNm2ERIN WALTON
CompensationExplanation/CompensationExplanationGrp/PersonNm3HAILEY KOVACS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ERIN WALTON
IRS990EZ/BooksInCareOfDetail/PhoneNum07143567201
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06598 E NORTHVIEW DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ANAHEIM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092807
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027434
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06879
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0395
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrossReceiptsAmt059990
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00661
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InitiationFeesAndCapContriAmt04790
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ZOE NYE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALLISON NAKAMOTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIN WALTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HAILEY KOVACS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPTER LIFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCE & OP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBERSHIP V
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt050702
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/ProgramServiceRevenueAmt058404
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS- TOTAL OF 67 MEMBERS FOR THE YEAR.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0522
IRS990EZ/SpecialEventsNetIncomeLossAmt01064
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052589
IRS990EZ/TotalRevenueAmt059468
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ALPHAXIDELTA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 7,804 CHAPTER DUES & FEES 26,030 OTHER 191 RECRUITMENT & SOCIAL 4,162 SUPPLIES 3,984 CORPORATION NOTE 8,531 TOTAL 50,702
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLISON NAKAMOTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06264300273
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA STATE POLY UNIV
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0KAPPA DELTA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0320506597
ReturnHeader/Filer/USAddress/AddressLine1Txt08702 FOUNDERS ROAD
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046268
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/PreparationDt02021-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BREWER
ReturnHeader/ReturnTs02021-10-01T10:21:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALLISON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NAKAMOTO
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

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