Civic Intelligence

Alpha XI Delta Fraternity Beta Mu Chapter

990EZ • Fiscal year 2021 • EIN 34-6598149

Jun 01, 2020 to May 31, 2021 • Filed on Sep 29, 2021

Organization ProfileWWW.BGSU.ALPHAXIDELTA.ORG
8702 Founders RoadIndianapolis, IN 46268

(419) 382-8338

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

33rd percentile

-2.4%

Higher net margin than 33% 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

19th percentile

-12%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

24th percentile

-23%

Faster revenue growth than 24% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$12,305

Down $1,755 (-12%) from 2020

Net Assets

Down

$12,305

Down $1,755 (-12%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin33rd percentile

Revenue

Down

$71,989

Down $21,535 (-23%) from 2020

Expenses

Down

$73,744

Down $20,501 (-22%) from 2020

Net Income

Down

-$1,755

Down $1,034 (-143%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$30K$20K$10K$0Assets 2019: $14,781Net Assets 2019: $14,7812019Assets 2020: $14,060Net Assets 2020: $14,0602020Assets 2021: $12,305Net Assets 2021: $12,3052021Assets 2022: $9,955Net Assets 2022: $9,9552022Assets 2023: $13,250Net Assets 2023: $13,2502023Assets 2024: $29,415Net Assets 2024: $29,4152024

Highlighted filing

2021

Assets$12,305
Liabilities-
Net Assets$12,305
Open 2021 Filing

Operations Trend

Revenue Growth24th percentile

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

$150K$100K$50K$0-$50KRevenue 2019: $124,474Expenses 2019: $121,793Net Income 2019: $2,6812019Revenue 2020: $93,524Expenses 2020: $94,245Net Income 2020: -$7212020Revenue 2021: $71,989Expenses 2021: $73,744Net Income 2021: -$1,7552021Revenue 2022: $84,060Expenses 2022: $86,410Net Income 2022: -$2,3502022Revenue 2023: $79,067Expenses 2023: $75,772Net Income 2023: $3,2952023Revenue 2024: $77,783Expenses 2024: $61,618Net Income 2024: $16,1652024

Highlighted filing

2021

Revenue$71,989
Expenses$73,744
Net Income-$1,755
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Sep 29, 2021
Return Version
2020v4.0
Gross Receipts
$71,989
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 69 MEMBERS FOR THE YEAR.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAITLYNN O'DONNELLChapter Life-$0--
JENNA HARTZPresident-$0--
KAYLA COMMINGSFinance & Op-$0--
ALEAH MARTINMembership V-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Xi Delta Fraternity
EIN
34-6598149
Address
8702 FOUNDERS ROAD, INDIANAPOLIS, IN 46268

Signing Officer

Name
Jenna Hartz
Title
President
Signed
2021-09-29
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 7,537 chapter dues & fees 25,832 recruitment & social 33,408 other 394 corporation note 5,923 total 73,094”

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 Appendix101 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/PersonNm0KAITLYNN ODONNELL
CompensationExplanation/CompensationExplanationGrp/PersonNm1JENNA HARTZ
CompensationExplanation/CompensationExplanationGrp/PersonNm2KAYLA COMMINGS
CompensationExplanation/CompensationExplanationGrp/PersonNm3ALEAH MARTIN
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JILL BORTEL
IRS990EZ/BooksInCareOfDetail/PhoneNum04193828338
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0608 NORMANDIE BOULEVARD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOWLING GREEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043402
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014060
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012305
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1755
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt014060
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt0650
IRS990EZ/GrossReceiptsAmt071989
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00661
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt04030
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014060
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012305
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014060
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012305
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/PersonNm0KAITLYNN O'DONNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNA HARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAYLA COMMINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALEAH MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPTER LIFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCE & OP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBERSHIP V
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt073094
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/ProgramServiceRevenueAmt071989
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS- TOTAL OF 69 MEMBERS FOR THE YEAR.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073744
IRS990EZ/TotalRevenueAmt071989
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BGSU.ALPHAXIDELTA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 7,537 CHAPTER DUES & FEES 25,832 RECRUITMENT & SOCIAL 33,408 OTHER 394 CORPORATION NOTE 5,923 TOTAL 73,094
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/PersonNm0JENNA HARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA XI DELTA FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BETA MU CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0346598149
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/PreparationDt02021-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BREWER
ReturnHeader/ReturnTs02021-09-29T11:14:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARTZ
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,305
Liabilities
-
Net assets
$12,305
Revenue
$71,989
Expenses
$73,744
Net income
-$1,755
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.78$0.62$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.79$0.76$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.84$0.86$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.72$0.74$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.94$0.94$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.15$0.15$1.24$1.22$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)7 • <$500k nonprofits