Civic Intelligence

Alpha XI Delta Fraternity Theta Phi Chapter

990EZ • Fiscal year 2023 • EIN 35-1998000

Jun 01, 2022 to May 31, 2023 • Filed on Sep 27, 2023

1389 W 86th Street 350Indianapolis, IN 46260

(256) 616-6286

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

44th percentile

0.4%

Higher net margin than 44% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

16th percentile

-20%

Faster asset growth than 16% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-18%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$77,029

Down $18,719 (-20%) from 2022

Net Assets

Down

$77,029

Down $18,719 (-20%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$135,710

Down $29,430 (-18%) from 2022

Expenses

Up

$135,184

Up $25,600 (+23%) from 2022

Net Income

Down

$526

Down $55,030 (-99%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$77,029
Liabilities-
Net Assets$77,029

Operations Trend

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

2023

Revenue$135,710
Expenses$135,184
Net Income$526
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Sep 27, 2023
Return Version
2022v5.0
Gross Receipts
$135,710
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE MAYChapter Live-$0--
GRACE BROWNPresident-$0--
JULIA HALLFinance & Op-$0--
HADDON JARECKIMembership V-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Xi Delta Fraternity
EIN
35-1998000
Phone
2566166286
Address
1389 W 86TH STREET 350, INDIANAPOLIS, IN 46260

Signing Officer

Name
Grace Brown
Title
President
Signed
2023-09-27
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 10

Name: family connection inc address: 2 walker run alabaster, al 35007 cash contribution: 13,948

Form 990-ez, Part I, Line 16

Expenses conferences 6,235 bank charges 9,935 chapter dues & fees 35,791 recruitment & social 42,152 supplies 4,771 other 7,467 corporation fee 5,027 philanthropy 5,093 total 116,471

Form 990-ez, Part I, Line 20

Expenses understated on 2021 return -19,245

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 Appendix107 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035226
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt095748
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HADDON JARECKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPTER LIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCE & OP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBERSHIP V
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt0-19245
IRS990EZ/OtherExpensesTotalAmt0116471
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/ProgramServiceRevenueAmt0120625
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt014815
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0135184
IRS990EZ/TotalRevenueAmt0135710
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.UAB.EDU/ALPHAXIDELTA/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: FAMILY CONNECTION INC ADDRESS: 2 WALKER RUN ALABASTER, AL 35007 CASH CONTRIBUTION: 13,948
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CONFERENCES 6,235 BANK CHARGES 9,935 CHAPTER DUES & FEES 35,791 RECRUITMENT & SOCIAL 42,152 SUPPLIES 4,771 OTHER 7,467 CORPORATION FEE 5,027 PHILANTHROPY 5,093 TOTAL 116,471
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES UNDERSTATED ON 2021 RETURN -19,245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
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ReturnHeader/Filer/PhoneNum02566166286
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ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BREWER
ReturnHeader/ReturnTs02023-10-02T08:41:24-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GRACE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROWN
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

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