Civic Intelligence

Alpha XI Delta Fraternity Theta Rho Chapter

990EZ • Fiscal year 2020 • EIN 35-1937332

Jun 01, 2019 to May 31, 2020 • Filed on Feb 22, 2021

8702 Founders RoadIndianapolis, IN 46268

(651) 210-5835

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

59th percentile

7.3%

Higher net margin than 59% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

31st percentile

-5.7%

Faster asset growth than 31% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

62nd percentile

-6.3%

Faster revenue growth than 62% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$35,733

Down $2,158 (-5.7%) from 2019

Net Assets

Down

$35,733

Down $2,158 (-5.7%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$116,596

Down $7,806 (-6.3%) from 2019

Expenses

Down

$108,106

Down $12,874 (-11%) from 2019

Net Income

Up

$8,490

Up $5,068 (+148%) from 2019

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2019: $37,891Net Assets 2019: $37,8912019Assets 2020: $35,733Net Assets 2020: $35,7332020Assets 2021: $50,617Net Assets 2021: $50,6172021Assets 2022: $51,998Net Assets 2022: $51,9982022Assets 2023: $50,913Net Assets 2023: $50,9132023

Highlighted filing

2020

Assets$35,733
Liabilities-
Net Assets$35,733

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2019: $124,402Expenses 2019: $120,980Net Income 2019: $3,4222019Revenue 2020: $116,596Expenses 2020: $108,106Net Income 2020: $8,4902020Revenue 2021: $85,514Expenses 2021: $70,630Net Income 2021: $14,8842021Revenue 2022: $104,002Expenses 2022: $102,621Net Income 2022: $1,3812022Revenue 2023: $95,678Expenses 2023: $96,763Net Income 2023: -$1,0852023

Highlighted filing

2020

Revenue$116,596
Expenses$108,106
Net Income$8,490
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Feb 22, 2021
Return Version
2019v5.0
Gross Receipts
$116,596
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 105 MEMBERS FOR THE YEAR.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIA ELMQUISTFinance & Op-$0--
DYLAN BEACHChapter Life-$0--
FIONA O'CONNELLPresident-$0--
TRINITY REAMMembership V-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Xi Delta Fraternity
EIN
35-1937332
Address
8702 FOUNDERS ROAD, INDIANAPOLIS, IN 46268

Signing Officer

Name
FIONA O'CONNELL
Title
President
Signed
2021-02-22
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

Changes in net assets- expenses not reported on 2018 return.

Form 990-ez, Part I, Line 16

Expenses conferences & meetings 3,671 bank charges 9,710 chapter dues & fees 31,330 other 5,331 recruitment & social 41,141 supplies 6,872 total 98,055

Form 990-ez, Part I, Line 20

Prior year unreported expense -10,648

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
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IRS990EZ/BooksInCareOfDetail/PersonNm0JULIA ELMQUIST
IRS990EZ/BooksInCareOfDetail/PhoneNum06512105835
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01800 CLEAR AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAINT PAUL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055119
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037891
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035733
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08490
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09766
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt037891
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt0285
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00661
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037891
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035733
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035733
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIA ELMQUIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DYLAN BEACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FIONA O'CONNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRINITY REAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FINANCE & OP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAPTER LIFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBERSHIP V
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-10648
IRS990EZ/OtherExpensesTotalAmt098055
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/ProgramServiceRevenueAmt0116596
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS- TOTAL OF 105 MEMBERS FOR THE YEAR.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0108106
IRS990EZ/TotalRevenueAmt0116596
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://CSUSANMARCOS.ALPHAXIDELTA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHANGES IN NET ASSETS- EXPENSES NOT REPORTED ON 2018 RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CONFERENCES & MEETINGS 3,671 BANK CHARGES 9,710 CHAPTER DUES & FEES 31,330 OTHER 5,331 RECRUITMENT & SOCIAL 41,141 SUPPLIES 6,872 TOTAL 98,055
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR YEAR UNREPORTED EXPENSE -10,648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FIONA O'CONNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA XI DELTA FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THETA RHO CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0351937332
ReturnHeader/Filer/USAddress/AddressLine1Txt08702 FOUNDERS ROAD
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046268
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BREWER
ReturnHeader/ReturnTs02021-03-09T06:56:11-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

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Filings