Civic Intelligence

Alpha Gamma Delta Fraternity

990EZ • Fiscal year 2016 • EIN 35-1959391

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 26, 2017

Organization ProfileN/A
PO Box 932Cullowhee, NC 28723

(336) 455-3335

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

53rd percentile

0.00x

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Net Margin

55th percentile

4.7%

Higher net margin than 55% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Asset Growth

76th percentile

15%

Faster asset growth than 76% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

43rd percentile

-1.6%

Faster revenue growth than 43% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$18,962

Up $2,456 (+15%) from 2015

Net Assets

Up

$18,962

Up $2,456 (+15%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin55th percentile

Revenue

Down

$52,364

Down $868 (-1.6%) from 2015

Expenses

Down

$49,908

Down $8,255 (-14%) from 2015

Net Income

Up

$2,456

Up $7,387 (+150%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$60K$40K$20K$0-$20KAssets 2010: $14,279Liabilities 2010: $0Net Assets 2010: $14,2792010Assets 2014: $21,437Liabilities 2014: $0Net Assets 2014: $21,4372014Assets 2015: $16,506Liabilities 2015: $0Net Assets 2015: $16,5062015Assets 2016: $18,962Liabilities 2016: $0Net Assets 2016: $18,9622016Assets 2018: $31,633Liabilities 2018: $0Net Assets 2018: $31,6332018Assets 2024: $38,242Net Assets 2024: -$3,5062024Assets 2025: $44,072Net Assets 2025: $44,0722025

Highlighted filing

2016

Assets$18,962
Liabilities$0
Net Assets$18,962
Open 2016 Filing

Operations Trend

Revenue Growth43rd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2010: $34,065Expenses 2010: $24,813Net Income 2010: $9,2522010Revenue 2014: $67,228Expenses 2014: $65,085Net Income 2014: $2,1432014Revenue 2015: $53,232Expenses 2015: $58,163Net Income 2015: -$4,9312015Revenue 2016: $52,364Expenses 2016: $49,908Net Income 2016: $2,4562016Revenue 2018: $63,082Expenses 2018: $50,858Net Income 2018: $12,2242018Revenue 2024: $63,909Expenses 2024: $67,415Net Income 2024: -$3,5062024Revenue 2025: $65,964Expenses 2025: $60,134Net Income 2025: $5,8302025

Highlighted filing

2016

Revenue$52,364
Expenses$49,908
Net Income$2,456
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 26, 2017
Return Version
2015v3.0
Gross Receipts
$54,875
Mission and Program Overview

Mission

The organization is a local chapter of national collegiate social fraternity whose purpose is to provide meals, housing and social programs for the local social fraternity members.

Program Services

DescriptionGrantsExpenses
PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS TO THE LOCAL SOCIAL FRATERNITY MEMBERS - A TOTAL OF 61 MEMBERS FOR THE YEAR.$0$0
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ASHLEY BERRYActivities Coordinator-$0--
KAYLA MARPLEAlpha Experience Coordinator-$0--
BRITTANY CHILDERSAlumnae Relations Coordinator-$0--
KAITLYN SALLEYCOR Coordinator-$0--
BRITTANY CHILDERSCorrespondence Coordinator-$0--
JENNA BEACHDelta Experience Coordinator-$0--
BRITTANY NELSONGamma Experience Coordinator-$0--
ELIZABETH BYRDMembership Coordinator-$0--
BREANNA TAYLORPhilanthropy Coordinator-$0--
ALISON RUSSELLPresident-$0--
ANNA ST ONGEProperty Coordinator-$0--
BRITTANY CHILDERSPublications Coordinator-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Gamma Delta Fraternity
EIN
35-1959391
Phone
3364553335
Address
PO BOX 932, CULLOWHEE, NC 28723

Signing Officer

Name
Morgan Valentine
Title
VP Finance
Phone
3364553335
Signed
2017-01-26
Discuss with paid preparer
Yes

Preparer

Firm
Omega Financial Inc
Address
1242 6TH AVENUE, COLUMBUS, GA 31901
Preparer
Melanie Powell CPA
Phone
7065710083
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest. Amount: 115. Description: occupancy. Amount: 4,906. Description: purchase/merchandise. Amount: 2,538. Total to form 990-ez, line 8: 7,559.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank charges. Amount: 1,236. Description: conferences/conventions. Amount: 2,522. Description: membership dues. Amount: 10,103. Description: purchase/merchandise. Amount: 13,721. Description: supplies. Amount: 13,312. Total to form 990-ez, line 16: 40,894.”

Raw XML Appendix166 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/PhoneNum03364553335
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LIBERTY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00416
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IRS990EZ/NetAssetsOrFundBalancesBOYAmt016506
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018962
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ASHLEY BERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAYLA MARPLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRITTANY CHILDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAITLYN SALLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRITTANY CHILDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNA BEACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRITTANY NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ELIZABETH BYRD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BREANNA TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ALISON RUSSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ANNA ST ONGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11BRITTANY CHILDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ACTIVITIES COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ALPHA EXPERIENCE COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ALUMNAE RELATIONS COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3COR COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORRESPONDENCE COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DELTA EXPERIENCE COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6GAMMA EXPERIENCE COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBERSHIP COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PHILANTHROPY COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PROPERTY COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11PUBLICATIONS COORDINATOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt040894
IRS990EZ/OtherRevenueTotalAmt07559
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS A LOCAL CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY WHOSE PURPOSE IS TO PROVIDE MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS TO THE LOCAL SOCIAL FRATERNITY MEMBERS - A TOTAL OF 61 MEMBERS FOR THE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SpecialEventsDirectExpensesAmt02511
IRS990EZ/SpecialEventsNetIncomeLossAmt0773
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt049908
IRS990EZ/TotalRevenueAmt052364
IRS990EZ/TypeOfOrganizationOtherDesc0FRATERNITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 115. DESCRIPTION: OCCUPANCY. AMOUNT: 4,906. DESCRIPTION: PURCHASE/MERCHANDISE. AMOUNT: 2,538. TOTAL TO FORM 990-EZ, LINE 8: 7,559.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK CHARGES. AMOUNT: 1,236. DESCRIPTION: CONFERENCES/CONVENTIONS. AMOUNT: 2,522. DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 10,103. DESCRIPTION: PURCHASE/MERCHANDISE. AMOUNT: 13,721. DESCRIPTION: SUPPLIES. AMOUNT: 13,312. TOTAL TO FORM 990-EZ, LINE 16: 40,894.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MORGAN VALENTINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum03364553335
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA GAMMA DELTA FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WESTERN CAROLINA UNIVERSITY
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0351959391
ReturnHeader/Filer/PhoneNum03364553335
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 932
ReturnHeader/Filer/USAddress/CityNm0CULLOWHEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028723
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582096979
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OMEGA FINANCIAL INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01242 6TH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd031901
ReturnHeader/PreparerPersonGrp/PhoneNum07065710083
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELANIE POWELL CPA
ReturnHeader/ReturnTs02017-02-15T15:49:08-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,962
Liabilities
$0
Net assets
$18,962
Revenue
$52,364
Expenses
$49,908
Net income
$2,456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$44.1$44.1$66.0$60.1$5.83
2024Detailed filing. Detailed filing data is available for this year.$38.2$3.51$63.9$67.4$3.51
2018Detailed filing. Detailed filing data is available for this year.$31.6$0.00$31.6$63.1$50.9$12.2
2016Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$52.4$49.9$2.46
2015Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$53.2$58.2$4.93
2014Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$67.2$65.1$2.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.3$0.00$14.3$34.1$24.8$9.25