Civic Intelligence

Alpha XI Delta Fraternity Iota Delta Chapter

990 • Fiscal year 2019 • EIN 35-2064924

Jun 01, 2018 to May 31, 2019 • Filed on Apr 09, 2020

Organization ProfileUCO.ALPHAXIDELTA.ORG
8702 Founders RoadIndianapolis, IN 46268

(918) 892-0625

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.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

53rd percentile

0.00x

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

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Net Margin

27th percentile

-5.3%

Higher net margin than 27% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets53rd percentile

Assets

$15,361

No earlier filing loaded for comparison.

Net Assets

$15,361

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin27th percentile

Revenue

$264,040

No earlier filing loaded for comparison.

Expenses

$278,090

No earlier filing loaded for comparison.

Net Income

-$14,050

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2019: $15,361Liabilities 2019: $0Net Assets 2019: $15,3612019Assets 2020: $35,873Liabilities 2020: $0Net Assets 2020: $35,8732020Assets 2021: $34,796Net Assets 2021: $34,7962021Assets 2022: $29,792Net Assets 2022: $29,7922022Assets 2023: $25,842Net Assets 2023: $25,8422023Assets 2024: $11,932Liabilities 2024: $0Net Assets 2024: $11,9322024

Highlighted filing

2019

Assets$15,361
Liabilities$0
Net Assets$15,361
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2019: $264,040Expenses 2019: $278,090Net Income 2019: -$14,0502019Revenue 2020: $254,593Expenses 2020: $234,081Net Income 2020: $20,5122020Revenue 2021: $193,214Expenses 2021: $194,291Net Income 2021: -$1,0772021Revenue 2022: $190,671Expenses 2022: $195,675Net Income 2022: -$5,0042022Revenue 2023: $168,445Expenses 2023: $172,395Net Income 2023: -$3,9502023Revenue 2024: $215,309Expenses 2024: $229,219Net Income 2024: -$13,9102024

Highlighted filing

2019

Revenue$264,040
Expenses$278,090
Net Income-$14,050
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Apr 9, 2020
Return Version
2018v3.2
Gross Receipts
$264,040
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.

Local chapter of a national collegiate social fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$29,411$15,361▼ $14,050
Rtn Earn Endowment Incm Other Fnds$29,411$15,361▼ $14,050
Total Assets$29,411$15,361▼ $14,050
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$29,411$15,361▼ $14,050
Total Liabilities and Net Assets / Fund Balance$29,411$15,361▼ $14,050
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Meredith MalatinPresident
Asia AllenChapter Life
Chastity HendersonFinance & Op
Hannah HartzogMembership V
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$264,040
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-14,050
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$267,641
Grants and Similar Amounts Paid$10,449
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$169,931--$169,931
Grants to Domestic Orgs$10,449--$10,449
Other Expenses$6,911--$6,911
All Other Expenses$4,393--$4,393
Total Functional Expenses$278,090$0$0$278,090
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Autism SpeaksNew York, NY-Philanthropic Contri$10,299
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The organization's form 990 is prepared by an accountant experienced in the area of non-profit taxation. The board makes a cursory reveiw of the return to make sure no material omissions or misstatements are made on the return before it is filed. Once approved, the return is signed by an authorized agent and filed.”

Form 990, Page 6, Part VI, Line 19

“Upon request, within one week of request.”

Filing and Contact Details

Filer

Filer Name
Alpha Xi Delta Fraternity
EIN
35-2064924
Address
8702 FOUNDERS ROAD, INDIANAPOLIS, IN 46268

Signing Officer

Name
Meredith Malatin
Title
President
Phone
5805418389
Signed
2020-04-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chastity Henderson
Formed
1999
Legal Domicile
Ok
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
5

Preparer

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

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

Raw XML Appendix265 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAPTER LIFE
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2FINANCE & OP
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBERSHIP V
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IRS990/FormerOfcrEmployeesListedInd0false
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010449
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0264040
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IRS990/IndoorTanningServicesInd0false
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd0false
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IRS990/OtherWebsiteInd0X
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PHILANTHROPIC CONTRI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AUTISM SPEAKS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S FORM 990 IS PREPARED BY AN ACCOUNTANT EXPERIENCED IN THE AREA OF NON-PROFIT TAXATION. THE BOARD MAKES A CURSORY REVEIW OF THE RETURN TO MAKE SURE NO MATERIAL OMISSIONS OR MISSTATEMENTS ARE MADE ON THE RETURN BEFORE IT IS FILED. ONCE APPROVED, THE RETURN IS SIGNED BY AN AUTHORIZED AGENT AND FILED.
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH M BREWER
ReturnHeader/ReturnTs02020-04-10T07:56:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,361
Liabilities
$0
Net assets
$15,361
Revenue
$264,040
Expenses
$278,090
Net income
-$14,050
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.12$2.15$2.29$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.26$1.68$1.72$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.30$0.30$1.91$1.96$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.35$1.93$1.94$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$2.55$2.34$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$2.64$2.78$0.14