Civic Intelligence

Alpha XI Delta Fraternity

EIN 35-1937333 • 501(c)7 • Indianapolis, IN

Profile

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.

1389 W 86th Street 350Indianapolis, IN 46260

www.axiducfonline.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)7 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)7 • $500k-$1M nonprofits • Source year 2023

Net Margin

24th percentile

-4.7%

Higher net margin than 24% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

4th percentile

-38%

Faster asset growth than 4% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

59th percentile

9.0%

Faster revenue growth than 59% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$166,939

Up $122,385 (+275%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$166,939

Up $122,385 (+275%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin24th percentile

Revenue

Down

$580,996

Down $7,821 (-1.3%) from 2023

Expenses

Down

$458,611

Down $157,756 (-26%) from 2023

Net Income

Up

$122,385

Up $149,935 (+544%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth4th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2019: $133,531Liabilities 2019: $0Net Assets 2019: $133,5312019Assets 2020: $109,293Liabilities 2020: $0Net Assets 2020: $109,2932020Assets 2021: $108,789Liabilities 2021: $0Net Assets 2021: $108,7892021Assets 2022: $72,104Liabilities 2022: $0Net Assets 2022: $72,1042022Assets 2023: $44,554Liabilities 2023: $0Net Assets 2023: $44,5542023Assets 2024: $166,939Liabilities 2024: $0Net Assets 2024: $166,9392024

Highlighted filing

2024

Assets$166,939
Liabilities$0
Net Assets$166,939
Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2019: $541,239Expenses 2019: $535,502Net Income 2019: $5,7372019Revenue 2020: $502,110Expenses 2020: $526,348Net Income 2020: -$24,2382020Revenue 2021: $366,608Expenses 2021: $367,112Net Income 2021: -$5042021Revenue 2022: $539,986Expenses 2022: $576,671Net Income 2022: -$36,6852022Revenue 2023: $588,817Expenses 2023: $616,367Net Income 2023: -$27,5502023Revenue 2024: $580,996Expenses 2024: $458,611Net Income 2024: $122,3852024

Highlighted filing

2024

Revenue$580,996
Expenses$458,611
Net Income$122,385
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$166,939
Liabilities
$0
Net assets
$166,939
Revenue
$580,996
Expenses
$458,611
Net income
$122,385
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$5.81$4.59$1.22
2023Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$5.89$6.16$0.28
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$5.40$5.77$0.37
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$3.67$3.67$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$5.02$5.26$0.24
2019Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$5.41$5.36$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Sep 24, 2024
Return Version
2023v5.0
Gross Receipts
$580,996
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.

Local chapter of a national collegiate social fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$44,554$166,939▲ $122,385
Rtn Earn Endowment Incm Other Fnds$44,554$166,939▲ $122,385
Total Assets$44,554$166,939▲ $122,385
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$44,554$166,939▲ $122,385
Total Liabilities and Net Assets / Fund Balance$44,554$166,939▲ $122,385
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Alyssa CarreonPresident
Emily GivensChapter Life
Jenna CobbleFinance & Op
Sophia TannerMembership V
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$557,179
Investment Income
$0
Other Revenue
$23,817
Change in Net Assets
$122,385
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$427,406
Grants and Similar Amounts Paid$31,205
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$145,014--$145,014
Grants to Domestic Orgs$31,205--$31,205
All Other Expenses$7,869--$7,869
Other Expenses$6,917--$6,917
Total Functional Expenses$458,611$0$0$458,611
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Embrace Families FoundationMaitland, FL501c3Philanthropic Contr$22,965
Rise Community SolutionsMaitland, FL501c3Philanthropic Cont$7,800
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,817
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$23,817$23,817-$23,817
Total Events$23,817$23,817-$23,817
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Organization has members.”

Form 990, Page 6, Part VI, Line 7A

“Members elect the governing body.”

Form 990, Page 6, Part VI, Line 11B

“The organization's form 990 is prepared by an accountant experienced in the area of non-profit taxation. The board makes a cursory reveiw of the return to make sure no material omissions or misstatements are made on the return before it is filed. Once approved, the return is signed by an authorized agent and filed”

Form 990, Page 6, Part VI, Line 19

“Upon request, within one week of request.”

Filing and Contact Details

Filer

Filer Name
Alpha Xi Delta Fraternity
EIN
35-1937333
Phone
8132336242
Address
1389 W 86TH STREET 350, INDIANAPOLIS, IN 46260

Signing Officer

Name
Alyssa Carreon
Title
President
Phone
8132336242
Signed
2024-09-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jenna Cobble
Formed
1995
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
57

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Elizabeth Brewer
Phone
8002766342
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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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/PhoneNum08002766342
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BREWER
ReturnHeader/ReturnTs02024-10-11T10:35:59-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

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