Civic Intelligence

Alpha XI Delta Fraternity Theta Phi Chapter

990EZ • Fiscal year 2024 • EIN 35-1998000

Jun 01, 2023 to May 31, 2024 • Filed on Oct 10, 2024

1389 W 86th Street 350Indianapolis, IN 46260

(256) 603-0519

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

64th percentile

8.1%

Higher net margin than 64% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

73rd percentile

14%

Faster asset growth than 73% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

-3.2%

Faster revenue growth than 35% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$87,610

Up $10,581 (+14%) from 2023

Net Assets

Up

$87,610

Up $10,581 (+14%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$131,364

Down $4,346 (-3.2%) from 2023

Expenses

Down

$120,783

Down $14,401 (-11%) from 2023

Net Income

Up

$10,581

Up $10,055 (+1912%) from 2023

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

2024

Assets$87,610
Liabilities-
Net Assets$87,610

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

2024

Revenue$131,364
Expenses$120,783
Net Income$10,581
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Oct 10, 2024
Return Version
2023v5.0
Gross Receipts
$131,364
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 - TOTAL OF 79 MEMBERS FOR THE YEAR.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEANNA LOWRYChapter Live-$0--
HADDON JARECKIPresident-$0--
ANNA AYRESFinance & Op-$0--
ELLIE WALLSMembership V-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Xi Delta Fraternity
EIN
35-1998000
Phone
2566030519
Address
1389 W 86TH STREET 350, INDIANAPOLIS, IN 46260

Signing Officer

Name
Haddon Jarecki
Title
President
Phone
2566030519
Signed
2024-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Elizabeth Brewer
Phone
8002766342
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses conferences 4,120 bank charges 10,437 chapter dues & fees 37,696 recruitment & social 24,387 supplies 15,882 other 4,668 merchandise 13,720 philanthropy 4,335 reserve 330 total 115,575

Form 990-ez, Part I, Line 20

Expenses understated on 2021 return 0

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 Appendix102 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/USAddress/CityNm0BIRMINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035226
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt077029
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt087610
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELLIE WALLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPTER LIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCE & OP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBERSHIP V
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0115575
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/ProgramServiceRevenueAmt0127389
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS - TOTAL OF 79 MEMBERS FOR THE YEAR.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt03975
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0120783
IRS990EZ/TotalRevenueAmt0131364
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.UAB.EDU/ALPHAXIDELTA/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCES 4,120 BANK CHARGES 10,437 CHAPTER DUES & FEES 37,696 RECRUITMENT & SOCIAL 24,387 SUPPLIES 15,882 OTHER 4,668 MERCHANDISE 13,720 PHILANTHROPY 4,335 RESERVE 330 TOTAL 115,575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES UNDERSTATED ON 2021 RETURN 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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 I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-10
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ReturnHeader/Filer/EIN0351998000
ReturnHeader/Filer/PhoneNum02566030519
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ReturnHeader/PreparerPersonGrp/PhoneNum08002766342
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BREWER
ReturnHeader/ReturnTs02024-10-14T20:29:27-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

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Filings