Civic Intelligence

Alpha XI Delta Fraternity Beta Mu Chapter

990EZ • Fiscal year 2023 • EIN 34-6598149

Jun 01, 2022 to May 31, 2023 • Filed on Aug 24, 2023

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

(419) 575-2922

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

55th percentile

4.2%

Higher net margin than 55% 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

88th percentile

33%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

28th percentile

-5.9%

Faster revenue growth than 28% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$13,250

Up $3,295 (+33%) from 2022

Net Assets

Up

$13,250

Up $3,295 (+33%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin55th percentile

Revenue

Down

$79,067

Down $4,993 (-5.9%) from 2022

Expenses

Down

$75,772

Down $10,638 (-12%) from 2022

Net Income

Up

$3,295

Up $5,645 (+240%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2023

Assets$13,250
Liabilities-
Net Assets$13,250
Open 2023 Filing

Operations Trend

Revenue Growth28th 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

2023

Revenue$79,067
Expenses$75,772
Net Income$3,295
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Aug 24, 2023
Return Version
2022v5.0
Gross Receipts
$79,067
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 54 MEMBERS FOR THE YEAR.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MALLORY KOCHANEKChapter Life-$0--
SHELBI WILLHOITEPresident-$0--
LEAH DAVISFinance & Op-$0--
MORGAN TRUMPLERMembership V-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Xi Delta Fraternity
EIN
34-6598149
Phone
4195752922
Address
8702 FOUNDERS ROAD, INDIANAPOLIS, IN 46268

Signing Officer

Name
Shelbi Willhoite
Title
President
Phone
4195752922
Signed
2023-08-24
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank charges 7,357 chapter dues & fees 19,570 contribution 165 recruitment & social 37,925 corporation note 10,755 total 75,772”

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 Appendix99 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum04195752922
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0608 NORMANDIE BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOWLING GREEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0434021546
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09955
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013250
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03295
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IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09955
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013250
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09955
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MALLORY KOCHANEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHELBI WILLHOITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LEAH DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MORGAN TRUMPLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPTER LIFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCE & OP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBERSHIP V
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt075772
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/ProgramServiceRevenueAmt079067
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS- TOTAL OF 54 MEMBERS FOR THE YEAR.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt075772
IRS990EZ/TotalRevenueAmt079067
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BGSU.ALPHAXIDELTA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 7,357 CHAPTER DUES & FEES 19,570 CONTRIBUTION 165 RECRUITMENT & SOCIAL 37,925 CORPORATION NOTE 10,755 TOTAL 75,772
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/PersonNm0SHELBI WILLHOITE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04195752922
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA XI DELTA FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BETA MU CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0346598149
ReturnHeader/Filer/PhoneNum04195752922
ReturnHeader/Filer/USAddress/AddressLine1Txt08702 FOUNDERS ROAD
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046268
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/PreparationDt02023-08-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRANDICE BROWN
ReturnHeader/ReturnTs02023-08-24T17:26:43-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELLA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DELONG
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
$13,250
Liabilities
-
Net assets
$13,250
Revenue
$79,067
Expenses
$75,772
Net income
$3,295
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