Civic Intelligence

Alpha Gamma Delta Fraternity

990EZ • Fiscal year 2018 • EIN 35-1959391

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 19, 2018

Organization ProfileWCU.EDU
PO Box 932Cullowhee, NC 28723

(336) 260-9910

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.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

84th percentile

19%

Higher net margin than 84% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

86th percentile

29%

Faster asset growth than 86% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

70th percentile

9.8%

Faster revenue growth than 70% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$31,633

Up $12,671 (+67%) from 2016

Net Assets

Up

$31,633

Up $12,671 (+67%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin84th percentile

Revenue

Up

$63,082

Up $10,718 (+20%) from 2016

Expenses

Up

$50,858

Up $950 (+1.9%) from 2016

Net Income

Up

$12,224

Up $9,768 (+398%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2018

Assets$31,633
Liabilities$0
Net Assets$31,633
Open 2018 Filing

Operations Trend

Revenue Growth70th 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

2018

Revenue$63,082
Expenses$50,858
Net Income$12,224
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 19, 2018
Return Version
2017v2.2
Gross Receipts
$65,525
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 56 MEMBERS FOR THE YEAR.$0$0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAITLIN BERNABEChapter President-$0--
REBECCA BOYDDirector Of Membership-$0--
NANCY YANGDirector Of Property-$0--
KAITLYN BARKERVP Academic Excellence-$0--
GABRIELLE DAVISVP Administration-$0--
MORGAN STANLEYVP Chapter Wellness-$0--
MARY SANTAVP Event Planning-$0--
TAYLOR MARTINVP Finance-$0--
JORDAN HURLEYVP Marketing-$0--
ASHLEY VELAZQUEZVP Member Experience-$0--
CHRISTINE GERRISHVP New Member Experience-$0--
JULIA SIMSVP Philanthropy-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Gamma Delta Fraternity
EIN
35-1959391
Phone
3362609910
Address
PO BOX 932, CULLOWHEE, NC 28723

Signing Officer

Name
Taylor Martin
Title
VP Finance
Phone
3362609910
Signed
2018-12-19
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: 121. Description: occupancy. Amount: 7,254. Description: purchase/merchandise. Amount: 3,322. Total to form 990-ez, line 8: 10,697.”

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

“Description: bank charges. Amount: 1,515. Description: conferences/conventions. Amount: 3,223. Description: membership dues. Amount: 15,595. Description: purchase/merchandise. Amount: 11,688. Description: supplies. Amount: 8,045. Total to form 990-ez, line 16: 40,066.”

Raw XML Appendix173 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/PhoneNum03362609910
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CULLOWHEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028723
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IRS990EZ/InitiationFeesAndCapContriAmt04600
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019409
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031633
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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/ExpenseAccountOtherAllwncAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAITLIN BERNABE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REBECCA BOYD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NANCY YANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAITLYN BARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GABRIELLE DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MORGAN STANLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARY SANTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TAYLOR MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JORDAN HURLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ASHLEY VELAZQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CHRISTINE GERRISH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JULIA SIMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPTER PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR OF MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR OF PROPERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP ACADEMIC EXCELLENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP ADMINISTRATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP CHAPTER WELLNESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP EVENT PLANNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP MEMBER EXPERIENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP NEW MEMBER EXPERIENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP PHILANTHROPY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt040066
IRS990EZ/OtherRevenueTotalAmt010697
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 56 MEMBERS FOR THE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SpecialEventsDirectExpensesAmt02443
IRS990EZ/SpecialEventsNetIncomeLossAmt02492
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt050858
IRS990EZ/TotalRevenueAmt063082
IRS990EZ/TypeOfOrganizationOtherDesc0FRATERNITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WCU.EDU
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 121. DESCRIPTION: OCCUPANCY. AMOUNT: 7,254. DESCRIPTION: PURCHASE/MERCHANDISE. AMOUNT: 3,322. TOTAL TO FORM 990-EZ, LINE 8: 10,697.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK CHARGES. AMOUNT: 1,515. DESCRIPTION: CONFERENCES/CONVENTIONS. AMOUNT: 3,223. DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 15,595. DESCRIPTION: PURCHASE/MERCHANDISE. AMOUNT: 11,688. DESCRIPTION: SUPPLIES. AMOUNT: 8,045. TOTAL TO FORM 990-EZ, LINE 16: 40,066.
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TAYLOR MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum03362609910
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA GAMMA DELTA FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WESTERN CAROLINA UNIVERSITY
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0351959391
ReturnHeader/Filer/PhoneNum03362609910
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 932
ReturnHeader/Filer/USAddress/CityNm0CULLOWHEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028723
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId098E1BCF2646F9B7A3783EFE7E29D9676FD8635E3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId098E1BCF2646F9B7A3783EFE7E29D9676FD8635E3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.16.129.11
ReturnHeader/FilingSecurityInformation/IPDt02018-12-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm016:46:46
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/ReturnTs02019-02-04T08:35:20-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,633
Liabilities
$0
Net assets
$31,633
Revenue
$63,082
Expenses
$50,858
Net income
$12,224
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