Civic Intelligence

Alpha Iota Chapter of Alpha Gamma Delta Fraternity

990EZ • Fiscal year 2017 • EIN 34-6559320

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 16, 2018

Constitution South East 144 TresselBerea, OH 44017

(614) 570-8891

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.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

53rd percentile

0.00x

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Net Margin

55th percentile

5.0%

Higher net margin than 55% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

83rd percentile

25%

Faster asset growth than 83% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

76th percentile

15%

Faster revenue growth than 76% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$16,505

Up $3,288 (+25%) from 2016

Net Assets

Up

$16,505

Up $3,288 (+25%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$65,167

Up $8,282 (+15%) from 2016

Expenses

Up

$61,879

Up $5,103 (+9.0%) from 2016

Net Income

Up

$3,288

Up $3,179 (+2917%) from 2016

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2016: $13,217Liabilities 2016: $0Net Assets 2016: $13,2172016Assets 2017: $16,505Liabilities 2017: $0Net Assets 2017: $16,5052017Assets 2018: $16,716Liabilities 2018: $0Net Assets 2018: $16,7162018Assets 2019: $22,320Net Assets 2019: $22,3202019

Highlighted filing

2017

Assets$16,505
Liabilities$0
Net Assets$16,505

Operations Trend

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

$80K$60K$40K$20K$0Revenue 2016: $56,885Expenses 2016: $56,776Net Income 2016: $1092016Revenue 2017: $65,167Expenses 2017: $61,879Net Income 2017: $3,2882017Revenue 2018: $59,443Expenses 2018: $59,232Net Income 2018: $2112018Revenue 2019: $57,907Expenses 2019: $52,303Net Income 2019: $5,6042019

Highlighted filing

2017

Revenue$65,167
Expenses$61,879
Net Income$3,288
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 16, 2018
Return Version
2016v3.0
Gross Receipts
$69,215
Mission and Program Overview

Mission

The organization is a local chapter of national collegiate social fraternity whose purpose is to provide meals, housing and social programs for the local social fraternity members.

Program Services

DescriptionGrantsExpenses
PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS TO THE LOCAL SOCIAL FRATERNITY MEMBERS - A TOTAL OF 60 MEMBERS FOR THE YEAR.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BLAKE LEWISChapter President-$0--
RACHEL DEVOREDirector Of Academic Enrichment-$0--
MORGAN CHILTONDirector Of Activities & Leadership-$0--
ABBIE PRIELDirector Of Communication-$0--
CHRISTINA COLLINSDirector Of Community Service-$0--
SAMANTHA ILLIUSDirector Of Membership-$0--
SHAE DEVITODirector Of Merchandising-$0--
MIRANDA CAMPDirector Of Member Programs-$0--
HARLEY MASHDirector Of Property-$0--
MOLLY FLAHERTYDirector Of Ritual-$0--
AMANDA LEWISDirector Of Senior Experience-$0--
LAUREN TAUBENECKDirector Of Special Events-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Iota Chapter of Alpha Gamma
EIN
34-6559320
Phone
6145708891
Address
CONSTITUTION SOUTH EAST 144 TRESSEL, BEREA, OH 44017

Signing Officer

Name
Rika Goudy
Title
Finance Advisor
Phone
6145708991
Signed
2018-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Omega Financial Inc
Address
1242 6TH AVENUE, COLUMBUS, GA 31901
Preparer
Melanie Powell CPA
Phone
7065710083
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest. Amount: 118. Description: occupancy. Amount: 5,287. Description: purchase/merchandise. Amount: 16,265. Total to form 990-ez, line 8: 21,670.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank charges. Amount: 1,570. Description: conferences/conventions. Amount: 1,335. Description: membership dues. Amount: 44,077. Description: purchase/merchandise. Amount: 1,906. Description: supplies. Amount: 4,842. Total to form 990-ez, line 16: 53,730.

Raw XML Appendix173 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0RIKA GOUDY
IRS990EZ/BooksInCareOfDetail/PhoneNum06145708991
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017441 SHAW AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKEWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044107
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013217
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016505
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt03288
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04350
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013217
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016505
IRS990EZ/FundraisingGrossIncomeAmt03924
IRS990EZ/GrossReceiptsAmt069215
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00416
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt03990
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt043621
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013217
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016505
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013217
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016505
IRS990EZ/OccupancyRentUtltsAndMaintAmt03799
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BLAKE LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RACHEL DEVORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MORGAN CHILTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ABBIE PRIEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTINA COLLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SAMANTHA ILLIUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHAE DEVITO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MIRANDA CAMP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8HARLEY MASH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MOLLY FLAHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10AMANDA LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11LAUREN TAUBENECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPTER PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR OF ACADEMIC ENRICHMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR OF ACTIVITIES & LEADERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR OF COMMUNICATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR OF COMMUNITY SERVICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR OF MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR OF MERCHANDISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR OF MEMBER PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR OF PROPERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR OF RITUAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR OF SENIOR EXPERIENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR OF SPECIAL EVENTS
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt053730
IRS990EZ/OtherRevenueTotalAmt021670
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS A LOCAL CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY WHOSE PURPOSE IS TO PROVIDE MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS TO THE LOCAL SOCIAL FRATERNITY MEMBERS - A TOTAL OF 60 MEMBERS FOR THE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt04048
IRS990EZ/SpecialEventsNetIncomeLossAmt0-124
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt061879
IRS990EZ/TotalRevenueAmt065167
IRS990EZ/TypeOfOrganizationOtherDesc0FRATERNITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://HOMEPAGES.BW.EDU/`WWWAGD/SITE/INDEX.HTML
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 118. DESCRIPTION: OCCUPANCY. AMOUNT: 5,287. DESCRIPTION: PURCHASE/MERCHANDISE. AMOUNT: 16,265. TOTAL TO FORM 990-EZ, LINE 8: 21,670.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK CHARGES. AMOUNT: 1,570. DESCRIPTION: CONFERENCES/CONVENTIONS. AMOUNT: 1,335. DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 44,077. DESCRIPTION: PURCHASE/MERCHANDISE. AMOUNT: 1,906. DESCRIPTION: SUPPLIES. AMOUNT: 4,842. TOTAL TO FORM 990-EZ, LINE 16: 53,730.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RIKA GOUDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE ADVISOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06145708991
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA IOTA CHAPTER OF ALPHA GAMMA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DELTA FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0346559320
ReturnHeader/Filer/PhoneNum06145708891
ReturnHeader/Filer/USAddress/AddressLine1Txt0CONSTITUTION SOUTH EAST 144 TRESSEL
ReturnHeader/Filer/USAddress/CityNm0BEREA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044017
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId098E1BCF2646F9B7A3783EFE7E29D9676FD8635E3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId098E1BCF2646F9B7A3783EFE7E29D9676FD8635E3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.16.129.11
ReturnHeader/FilingSecurityInformation/IPDt02018-02-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm012:46:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582096979
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OMEGA FINANCIAL INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01242 6TH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd031901
ReturnHeader/PreparerPersonGrp/PhoneNum07065710083
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELANIE POWELL CPA
ReturnHeader/ReturnTs02018-02-16T13:05:13-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)7 • <$500k nonprofits