Civic Intelligence

Alpha XI Delta Fraternity Theta Sigma Chapter

990 • Fiscal year 2019 • EIN 35-1937333

Jun 01, 2018 to May 31, 2019 • Filed on Mar 20, 2020

8702 Founders RoadIndianapolis, IN 46268

(254) 493-3591

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

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

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

25th percentile

0.00x

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

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Net Margin

40th percentile

1.1%

Higher net margin than 40% of similar nonprofits.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

$133,531

No earlier filing loaded for comparison.

Net Assets

$133,531

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$541,239

No earlier filing loaded for comparison.

Expenses

$535,502

No earlier filing loaded for comparison.

Net Income

$5,737

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2019

Assets$133,531
Liabilities$0
Net Assets$133,531

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$541,239
Expenses$535,502
Net Income$5,737
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Mar 20, 2020
Return Version
2018v3.2
Gross Receipts
$541,239
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$127,794$133,531▲ $5,737
Rtn Earn Endowment Incm Other Fnds$127,794$133,531▲ $5,737
Total Assets$127,794$133,531▲ $5,737
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$127,794$133,531▲ $5,737
Total Liabilities and Net Assets / Fund Balance$127,794$133,531▲ $5,737
Compensation and Service Providers

Board Members and Trustees

NameTitle
Holli MeinelPresident
Brianna VazquezChapter Life
Claire AmatoFinance & Op
Morgan MophersonMembership V
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$541,239
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$5,737
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$534,127
Grants and Similar Amounts Paid$1,375
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$135,288
Other Expenses---$14,536
All Other Expenses---$14,374
Grants to Domestic Orgs---$1,375
Conferences and Meetings---$40
Total Functional Expenses$0$0$0$535,502
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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 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 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
Address
8702 FOUNDERS ROAD, INDIANAPOLIS, IN 46268

Signing Officer

Name
Holli Meinel
Title
President
Signed
2020-03-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Claire Amato
Formed
1995
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
8

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Elizabeth M Brewer
Phone
2057587754
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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