Civic Intelligence

Alpha Gamma Delta Fraternity Nu Beta

990 • Fiscal year 2024 • EIN 35-2568061

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 12, 2024

944 Fort Wood StreetChattanooga, TN 37403

(423) 827-2898

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

91st percentile

0.55x

Higher debt load relative to assets than 91% of similar nonprofits.

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

Liabilities / Revenue

85th percentile

0.29x

Higher debt load relative to revenue than 85% of similar nonprofits.

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

Net Margin

34th percentile

-2.4%

Higher net margin than 34% 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

36th percentile

-2.9%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

37th percentile

-1.9%

Faster revenue growth than 37% of similar nonprofits.

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

Assets

Down

$102,653

Down $3,012 (-2.9%) from 2023

Net Assets

Down

$46,615

Down $4,651 (-9.1%) from 2023

Liabilities

Up

$56,038

Up $1,639 (+3.0%) from 2023

Revenue

Down

$193,900

Down $3,759 (-1.9%) from 2023

Expenses

Down

$198,551

Down $4,588 (-2.3%) from 2023

Net Income

Up

-$4,651

Up $829 (+15%) from 2023

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2017: $28,412Liabilities 2017: $0Net Assets 2017: $28,4122017Assets 2018: $23,268Liabilities 2018: $0Net Assets 2018: $23,2682018Assets 2019: $27,418Net Assets 2019: $27,4182019Assets 2020: $43,497Net Assets 2020: $43,4972020Assets 2021: $64,348Net Assets 2021: $64,3482021Assets 2022: $92,385Liabilities 2022: $35,639Net Assets 2022: $56,7462022Assets 2023: $105,665Liabilities 2023: $54,399Net Assets 2023: $51,2662023Assets 2024: $102,653Liabilities 2024: $56,038Net Assets 2024: $46,6152024Assets 2025: $28,279Net Assets 2025: $28,2792025

Highlighted filing

2024

Assets$102,653
Liabilities$56,038
Net Assets$46,615

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2017: $106,920Expenses 2017: $79,493Net Income 2017: $27,4272017Revenue 2018: $101,792Expenses 2018: $106,936Net Income 2018: -$5,1442018Revenue 2019: $110,896Expenses 2019: $106,746Net Income 2019: $4,1502019Revenue 2020: $101,884Expenses 2020: $85,805Net Income 2020: $16,0792020Revenue 2021: $143,173Expenses 2021: $122,322Net Income 2021: $20,8512021Revenue 2022: $95,507Expenses 2022: $103,109Net Income 2022: -$7,6022022Revenue 2023: $197,659Expenses 2023: $203,139Net Income 2023: -$5,4802023Revenue 2024: $193,900Expenses 2024: $198,551Net Income 2024: -$4,6512024Revenue 2025: $171,126Expenses 2025: $189,462Net Income 2025: -$18,3362025

Highlighted filing

2024

Revenue$193,900
Expenses$198,551
Net Income-$4,651
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$195,527
Mission and Program Overview

Mission

Alpha gamma delta is an international women's fraternity that promotes academic excellence, philanthropic giving, ongoing leadership and personal development and above all, a spirit of loving sisterhood. Guided by our purpose, alpha gamma deltas strive to attain a higher standard, thereby improving their lives, the lives of those around them, and the communities in which they live. Together, we continually work to: inspire the woman. Impact the world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$54,372$55,582▲ $1,210
Cap Stk Tr Prin Current Funds$51,266$46,615▼ $4,651
Cash and Non-Interest-Bearing Accounts$50,516$46,392▼ $4,124
Prepaid Expenses and Deferred Charges$777$679▼ $98
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$105,665$102,653▼ $3,012
Liabilities
Deferred Revenue$54,372$55,582▲ $1,210
Other Liabilities$27$456▲ $429
Total Liabilities$54,399$56,038▲ $1,639
Net Assets / Fund Balance
Total Net Assets Fund Balance$51,266$46,615▼ $4,651
Total Liabilities and Net Assets / Fund Balance$105,665$102,653▼ $3,012
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kelsey MizePresident
Kassidy TaylorDirector of Academic Achie
Bailey HuffDirector of Activities and
Kate WinsteadDirector of COB
Kailynn MullinaxDirector of Communication
Ana SeidenkranzDirector of Community Serv
Haleigh CrossDirector of Finance
Sarah McgirkDirector of Membership
Madeline TaylorDirector of Merchandising
Savannah KaneDirector of New Member Pro
Callie GregoryDirector of Property
Lanae ChambersDirector of Ritual
Emma RiddellDirector of Senior Experie
Summer FournierDirector of Special Events
Jordan FoxVP Academic Excellence
Molly MartinVP Administration
Kelli MelansonVP Campus Relations
Abigail RandolphVP Chapter Wellness
Ella LameyVP Event Planning
Willa MartinVP Finance
Margaret BrayVP Marketing
Sydney LongVP Member Experience
Lilian DelaneyVP New Member Experience
Scarlett MitchellVP Philanthropy
Anastasia MooreVP Recruitment
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$188,898
Investment Income
$379
Other Revenue
$4,623
Change in Net Assets
$-4,651
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$198,551
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$78,642
All Other Expenses---$49,833
Other Expenses---$12,042
Insurance---$5,280
Conferences and Meetings---$1,200
Total Functional Expenses$0$0$0$198,551
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,250
Fundraising Direct Expenses$1,627
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Payable$456
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The 990 is reviewed by the executive council before submitting to the irs.

Form 990, Part VI, Section C, Line 19

The policies and financial information are available upon request.

Filing and Contact Details

Filer

Filer Name
Alpha Gamma Delta Fraternity Nu Beta
EIN
35-2568061
Phone
4238272898
Address
944 FORT WOOD STREET, CHATTANOOGA, TN 37403

Signing Officer

Name
Kelsey Mize
Title
Vice President - Finance
Phone
9316380240
Signed
2024-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelsey Mize
Formed
2016
Legal Domicile
Tn
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Henderson Hutcherson & Mccullough Pllc
Address
1200 MARKET STREET, CHATTANOOGA, TN 37402
Preparer
Kim Huskey CPA
Phone
4237567771
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Philanthropic donations 9,415. International initiation fee 8,000. Badges 6,281. Processing fees 5,669. Professional services 3,990. International new member fee 3,675. Panhellenic dues and fees 3,551. Per member technology fees 2,059. Technology expense 1,761. Philanthropic fund raising expense 1,541. Member discount credit expense 1,223. House supplies 1,057. Meals 840. Bank service charges 250. Lc visits 149. Miscellaneous reimbursed expenses 110. Miscellaneous house expense 100. Bill highway expense - to be 75. Miscellaneous chapter expenses 65. Parking 32. Printing and publication 22. Postage and shipping 13. Spend related fees 4. Bad debt expense -49.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP CHAPTER WELLNESS
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP ACADEMIC EXCELLENCE
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP RECRUITMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP ADMINISTRATION
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP MEMBER EXPERIENCE
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP NEW MEMBER EXPERIENCE
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP EVENT PLANNING
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP CAMPUS RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP PHILANTHROPY
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF PROPERTY
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF ACADEMIC ACHIE
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF MEMBERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR OF RITUAL
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR OF COMMUNICATION
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF SENIOR EXPERIE
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF NEW MEMBER PRO
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR OF SPECIAL EVENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR OF COMMUNITY SERV
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR OF MERCHANDISING
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR OF ACTIVITIES AND
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR OF COB
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IRS990/FundraisingDirectExpensesAmt01627
IRS990/FundraisingGrossIncomeAmt06250
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0195527
IRS990/GrossReceiptsForPublicUseAmt00
IRS990/GroupExemptionNum00416
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitiationFeesAndCapContriAmt08025
IRS990/InsuranceGrp/TotalAmt05280
IRS990/InvestmentIncomeGrp/ExclusionAmt0379
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0379
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ALPHA GAMMA DELTA IS AN INTERNATIONAL WOMEN'S FRATERNITY THAT PROMOTES ACADEMIC EXCELLENCE, PHILANTHROPIC GIVING, ONGOING LEADERSHIP AND PERSONAL DEVELOPMENT AND ABOVE ALL, A SPIRIT OF LOVING SISTERHOOD. GUIDED BY OUR PURPOSE, ALPHA GAMMA DELTAS STRIVE TO ATTAIN A HIGHER STANDARD, THEREBY IMPROVING THEIR LIVES, THE LIVES OF THOSE AROUND THEM, AND THE COMMUNITIES IN WHICH THEY LIVE. TOGETHER, WE CONTINUALLY WORK TO: INSPIRE THE WOMAN. IMPACT THE WORLD.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt051266
IRS990/NetAssetsOrFundBalancesEOYAmt046615
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt04623
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt04623
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt078642
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SOCIAL
IRS990/OtherExpensesGrp/Desc1FRATERNITY PAYMENTS
IRS990/OtherExpensesGrp/Desc2OFFICER SUPPLIES
IRS990/OtherExpensesGrp/Desc3RECRUITMENT
IRS990/OtherExpensesGrp/TotalAmt026091
IRS990/OtherExpensesGrp/TotalAmt113363
IRS990/OtherExpensesGrp/TotalAmt212100
IRS990/OtherExpensesGrp/TotalAmt312042
IRS990/OtherLiabilitiesGrp/BOYAmt027
IRS990/OtherLiabilitiesGrp/EOYAmt0456
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0777
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0679
IRS990/PrincipalOfficerNm0KELSEY MIZE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0357
IRS990/PYOtherExpensesAmt0203139
IRS990/PYOtherRevenueAmt05922
IRS990/PYProgramServiceRevenueAmt0191380
IRS990/PYRevenuesLessExpensesAmt0-5480
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0203139
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0197659
IRS990/ReconcilationRevenueExpnssAmt0-4651
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0456
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0456
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE EXECUTIVE COUNCIL BEFORE SUBMITTING TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE POLICIES AND FINANCIAL INFORMATION ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PHILANTHROPIC DONATIONS 9,415. INTERNATIONAL INITIATION FEE 8,000. BADGES 6,281. PROCESSING FEES 5,669. PROFESSIONAL SERVICES 3,990. INTERNATIONAL NEW MEMBER FEE 3,675. PANHELLENIC DUES AND FEES 3,551. PER MEMBER TECHNOLOGY FEES 2,059. TECHNOLOGY EXPENSE 1,761. PHILANTHROPIC FUND RAISING EXPENSE 1,541. MEMBER DISCOUNT CREDIT EXPENSE 1,223. HOUSE SUPPLIES 1,057. MEALS 840. BANK SERVICE CHARGES 250. LC VISITS 149. MISCELLANEOUS REIMBURSED EXPENSES 110. MISCELLANEOUS HOUSE EXPENSE 100. BILL HIGHWAY EXPENSE - TO BE 75. MISCELLANEOUS CHAPTER EXPENSES 65. PARKING 32. PRINTING AND PUBLICATION 22. POSTAGE AND SHIPPING 13. SPEND RELATED FEES 4. BAD DEBT EXPENSE -49.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0105665
IRS990/TotalAssetsEOYAmt0102653
IRS990/TotalAssetsGrp/BOYAmt0105665
IRS990/TotalAssetsGrp/EOYAmt0102653
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0198551
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt054399
IRS990/TotalLiabilitiesEOYAmt056038
IRS990/TotalLiabilitiesGrp/BOYAmt054399
IRS990/TotalLiabilitiesGrp/EOYAmt056038
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt051266
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt046615
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0188898
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0188898
IRS990/TotalProgramServiceRevenueAmt0188898
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05002
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0188898
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0193900
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0105665
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0102653
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0944 FORT WOOD STREET
IRS990/USAddress/CityNm0CHATTANOOGA
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037403
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.UTC.ALPHAGAMMADELTA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KELSEY MIZE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT - FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum09316380240
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA GAMMA DELTA FRATERNITY NU BETA

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