Civic Intelligence

Alpha XI Delta Fraternity Theta Rho Chapter

990EZ • Fiscal year 2023 • EIN 35-1937332

Jun 01, 2022 to May 31, 2023 • Filed on Oct 11, 2023

Organization ProfileCSUSANMARCOS.ALPHAXIDELTA.ORG
1389 W 86th Street 350Indianapolis, IN 46260

(916) 742-8059

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

39th percentile

-1.1%

Higher net margin than 39% 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

40th percentile

-2.1%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

25th percentile

-8.0%

Faster revenue growth than 25% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$50,913

Down $1,085 (-2.1%) from 2022

Net Assets

Down

$50,913

Down $1,085 (-2.1%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin39th percentile

Revenue

Down

$95,678

Down $8,324 (-8.0%) from 2022

Expenses

Down

$96,763

Down $5,858 (-5.7%) from 2022

Net Income

Down

-$1,085

Down $2,466 (-179%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2023

Assets$50,913
Liabilities-
Net Assets$50,913
Open 2023 Filing

Operations Trend

Revenue Growth25th 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

2023

Revenue$95,678
Expenses$96,763
Net Income-$1,085
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Oct 11, 2023
Return Version
2022v5.0
Gross Receipts
$95,678
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 77 MEMBERS FOR THE YEAR.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HANNAH OWENFinance & Op-$0--
OLIVIA MCKAYChapter Life-$0--
COURTNEY MAATPresident-$0--
SARAH HEATONMembership V-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Xi Delta Fraternity
EIN
35-1937332
Phone
9167428059
Address
1389 W 86TH STREET 350, INDIANAPOLIS, IN 46260

Signing Officer

Name
Courtney Maat
Title
President
Phone
9167428059
Signed
2023-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Jane D Burch
Phone
2057587754
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank charges 8,237 chapter dues & fees 33,240 recruitment & social 34,422 supplies 196 philanthropy 8,128 merchandise 1,440 total 85,663”

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 Appendix103 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0HANNAH OWEN
IRS990EZ/BooksInCareOfDetail/PhoneNum09167428059
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0UNIVERSITY STUDENT UNION 3600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0ALPHA XI DELTA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN MARCOS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092078
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051998
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050913
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1085
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051998
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050913
IRS990EZ/FundraisingGrossIncomeAmt015841
IRS990EZ/GrossReceiptsAmt095678
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00661
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt03045
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051998
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050913
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051998
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050913
IRS990EZ/OccupancyRentUtltsAndMaintAmt011100
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/PersonNm0HANNAH OWEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1OLIVIA MCKAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COURTNEY MAAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH HEATON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FINANCE & OP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAPTER LIFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBERSHIP V
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt085663
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/ProgramServiceRevenueAmt079837
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS- TOTAL OF 77 MEMBERS FOR THE YEAR.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt015841
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt096763
IRS990EZ/TotalRevenueAmt095678
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://CSUSANMARCOS.ALPHAXIDELTA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 8,237 CHAPTER DUES & FEES 33,240 RECRUITMENT & SOCIAL 34,422 SUPPLIES 196 PHILANTHROPY 8,128 MERCHANDISE 1,440 TOTAL 85,663
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/PersonNm0COURTNEY MAAT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09167428059
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA XI DELTA FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THETA RHO CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0351937332
ReturnHeader/Filer/PhoneNum09167428059
ReturnHeader/Filer/USAddress/AddressLine1Txt01389 W 86TH STREET 350
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046260
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/PreparationDt02023-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE D BURCH
ReturnHeader/ReturnTs02023-10-11T18:39:19-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0COURTNEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAAT
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
$50,913
Liabilities
-
Net assets
$50,913
Revenue
$95,678
Expenses
$96,763
Net income
-$1,085
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