Civic Intelligence

Alpha XI Delta Fraternity Theta Rho Chapter

990EZ • Fiscal year 2021 • EIN 35-1937332

Jun 01, 2020 to May 31, 2021 • Filed on Oct 02, 2021

Organization ProfileCSUSANMARCOS.ALPHAXIDELTA.ORG
8702 Founders RoadIndianapolis, IN 46268

(760) 712-5444

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

70th percentile

17%

Higher net margin than 70% 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

87th percentile

42%

Faster asset growth than 87% of similar nonprofits.

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

Revenue Growth

22nd percentile

-27%

Faster revenue growth than 22% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$50,617

Up $14,884 (+42%) from 2020

Net Assets

Up

$50,617

Up $14,884 (+42%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin70th percentile

Revenue

Down

$85,514

Down $31,082 (-27%) from 2020

Expenses

Down

$70,630

Down $37,476 (-35%) from 2020

Net Income

Up

$14,884

Up $6,394 (+75%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

2021

Assets$50,617
Liabilities-
Net Assets$50,617
Open 2021 Filing

Operations Trend

Revenue Growth22nd percentile

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

2021

Revenue$85,514
Expenses$70,630
Net Income$14,884
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Oct 2, 2021
Return Version
2020v4.0
Gross Receipts
$85,514
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
Top Officer Pay93rd percentile

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
Phone
7607125444
Address
8702 FOUNDERS ROAD, INDIANAPOLIS, IN 46268

Signing Officer

Name
FIONA O'CONNELL
Title
President
Phone
7607125444
Signed
2021-10-02
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 10,838 chapter dues & fees 40,857 other 988 recruitment & social 9,770 corporation note 8,177 total 70,630”

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 Appendix102 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/PersonNm0JULIA ELMQUIST
CompensationExplanation/CompensationExplanationGrp/PersonNm1DYLAN BEACH
CompensationExplanation/CompensationExplanationGrp/PersonNm2FIONA OCONNELL
CompensationExplanation/CompensationExplanationGrp/PersonNm3TRINITY REAM
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0FIONA O'CONNELL
IRS990EZ/BooksInCareOfDetail/PhoneNum07607125444
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04182 MARVIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OCEANSIDE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092056
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035733
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050617
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014884
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035733
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050617
IRS990EZ/GrossReceiptsAmt085514
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00661
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt08215
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035733
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050617
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035733
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050617
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/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/OtherExpensesTotalAmt070630
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/ProgramServiceRevenueAmt085514
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/TotalExpensesAmt070630
IRS990EZ/TotalRevenueAmt085514
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://CSUSANMARCOS.ALPHAXIDELTA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 10,838 CHAPTER DUES & FEES 40,857 OTHER 988 RECRUITMENT & SOCIAL 9,770 CORPORATION NOTE 8,177 TOTAL 70,630
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/PersonNm0FIONA O'CONNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07607125444
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA XI DELTA FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THETA RHO CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0351937332
ReturnHeader/Filer/PhoneNum07607125444
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/PreparationDt02021-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BREWER
ReturnHeader/ReturnTs02021-10-12T07:59:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FIONA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OCONNELL
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
$50,617
Liabilities
-
Net assets
$50,617
Revenue
$85,514
Expenses
$70,630
Net income
$14,884
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.96$0.97$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.52$0.52$1.04$1.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.86$0.71$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.36$0.36$1.17$1.08$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.38$0.38$1.24$1.21$0.03