Civic Intelligence

Alpha XI Delta Fraternity Theta Phi Chapter

990EZ • Fiscal year 2021 • EIN 35-1998000

Jun 01, 2020 to May 31, 2021 • Filed on Jan 13, 2022

Organization ProfileWWW.UAB.EDU/ALPHAXIDELTA
8702 Founders RoadIndianapolis, IN 46268

(423) 464-0907

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 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

34th percentile

-1.7%

Higher net margin than 34% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

33rd percentile

-3.1%

Faster asset growth than 33% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-41%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$40,192

Down $1,272 (-3.1%) from 2020

Net Assets

Down

$40,192

Down $1,272 (-3.1%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin34th percentile

Revenue

Down

$75,003

Down $52,734 (-41%) from 2020

Expenses

Down

$76,275

Down $34,784 (-31%) from 2020

Net Income

Down

-$1,272

Down $17,950 (-108%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$100K$50K$0Assets 2019: $24,786Net Assets 2019: $24,7862019Assets 2020: $41,464Net Assets 2020: $41,4642020Assets 2021: $40,192Net Assets 2021: $40,1922021Assets 2022: $95,748Net Assets 2022: $95,7482022Assets 2023: $77,029Net Assets 2023: $77,0292023Assets 2024: $87,610Net Assets 2024: $87,6102024Assets 2025: $22,607Net Assets 2025: $22,6072025

Highlighted filing

2021

Assets$40,192
Liabilities-
Net Assets$40,192
Open 2021 Filing

Operations Trend

Revenue Growth15th percentile

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

$200K$100K$0-$100KRevenue 2019: $121,523Expenses 2019: $119,916Net Income 2019: $1,6072019Revenue 2020: $127,737Expenses 2020: $111,059Net Income 2020: $16,6782020Revenue 2021: $75,003Expenses 2021: $76,275Net Income 2021: -$1,2722021Revenue 2022: $165,140Expenses 2022: $109,584Net Income 2022: $55,5562022Revenue 2023: $135,710Expenses 2023: $135,184Net Income 2023: $5262023Revenue 2024: $131,364Expenses 2024: $120,783Net Income 2024: $10,5812024Revenue 2025: $117,544Expenses 2025: $182,547Net Income 2025: -$65,0032025

Highlighted filing

2021

Revenue$75,003
Expenses$76,275
Net Income-$1,272
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Jan 13, 2022
Return Version
2020v4.0
Gross Receipts
$75,003
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.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE DIAZ LEDESMAChapter Live-$0--
COURTNEY CONNELLYPresident-$0--
ANGELA HILLFinance & Op-$0--
CAROLINE GERLITSMembership V-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Xi Delta Fraternity
EIN
35-1998000
Phone
4234640907
Address
8702 FOUNDERS ROAD, INDIANAPOLIS, IN 46268

Signing Officer

Name
Courtney Connelly
Title
President
Phone
9542980153
Signed
2022-01-13
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank charges 9,060 chapter dues & fees 34,317 recruitment & social 13,620 supplies 4,744 other 1,325 merchandise 6,156 corporation fee 5,268 total 74,490”

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 Appendix105 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0MICHELLE DIAZ LEDESMA
CompensationExplanation/CompensationExplanationGrp/PersonNm1COURTNEY CONNELLY
CompensationExplanation/CompensationExplanationGrp/PersonNm2ANGELA HILL
CompensationExplanation/CompensationExplanationGrp/PersonNm3CAROLINE GERLITS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0COURTNEY CONNELLY
IRS990EZ/BooksInCareOfDetail/PhoneNum04234640907
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0685 IDLEWILD CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035205
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041464
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040192
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1272
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IRS990EZ/FundraisingGrossIncomeAmt01595
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00661
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt05525
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041464
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040192
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040192
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE DIAZ LEDESMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1COURTNEY CONNELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANGELA HILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CAROLINE GERLITS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPTER LIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCE & OP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBERSHIP V
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt074490
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/ProgramServiceRevenueAmt073408
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt01595
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076275
IRS990EZ/TotalRevenueAmt075003
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.UAB.EDU/ALPHAXIDELTA/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 9,060 CHAPTER DUES & FEES 34,317 RECRUITMENT & SOCIAL 13,620 SUPPLIES 4,744 OTHER 1,325 MERCHANDISE 6,156 CORPORATION FEE 5,268 TOTAL 74,490
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0COURTNEY CONNELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09542980153
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA XI DELTA FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THETA PHI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0351998000
ReturnHeader/Filer/PhoneNum04234640907
ReturnHeader/Filer/USAddress/AddressLine1Txt08702 FOUNDERS ROAD
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046268
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/PreparationDt02022-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BREWER
ReturnHeader/ReturnTs02022-01-13T15:23:57-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0COURTNEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CONNELLY
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,192
Liabilities
-
Net assets
$40,192
Revenue
$75,003
Expenses
$76,275
Net income
-$1,272
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.23$0.23$1.18$1.83$0.65
2024Detailed filing. Detailed filing data is available for this year.$0.88$0.88$1.31$1.21$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.77$0.77$1.36$1.35$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.96$1.65$1.10$0.56
2021Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.75$0.76$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.41$0.41$1.28$1.11$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.25$0.25$1.22$1.20$0.02