Civic Intelligence

Alpha XI Delta Foundation

990 • Fiscal year 2012 • EIN 35-6053701

Jun 01, 2011 to May 31, 2012 • Filed on Oct 10, 2012

Organization ProfileWWW.ALPHAXIDELTA.ORG
8702 Founders Road46268
Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

26th percentile

-3.8%

Faster asset growth than 26% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$4,675,977

Down $186,409 (-3.8%) from 2011

Net Assets

Down

$4,662,557

Down $171,698 (-3.6%) from 2011

Liabilities

Down

$13,420

Down $14,711 (-52%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$470,908

Up $38,267 (+8.8%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$15M$10M$5.0M$0Assets 2011: $4,862,386Liabilities 2011: $28,131Net Assets 2011: $4,834,2552011Assets 2012: $4,675,977Liabilities 2012: $13,420Net Assets 2012: $4,662,5572012Assets 2013: $5,327,625Liabilities 2013: $13,958Net Assets 2013: $5,313,6672013Assets 2014: $5,875,132Liabilities 2014: $20,742Net Assets 2014: $5,854,3902014Assets 2015: $6,059,951Liabilities 2015: $31,575Net Assets 2015: $6,028,3762015Assets 2016: $6,026,292Liabilities 2016: $44,926Net Assets 2016: $5,981,3662016Assets 2017: $7,248,200Liabilities 2017: $24,870Net Assets 2017: $7,223,3302017Assets 2018: $7,540,117Liabilities 2018: $21,965Net Assets 2018: $7,518,1522018Assets 2019: $7,282,452Liabilities 2019: $24,254Net Assets 2019: $7,258,1982019Assets 2020: $7,762,400Liabilities 2020: $33,766Net Assets 2020: $7,728,6342020Assets 2021: $9,779,602Liabilities 2021: $127,874Net Assets 2021: $9,651,7282021Assets 2022: $9,110,147Liabilities 2022: $29,510Net Assets 2022: $9,080,6372022Assets 2023: $8,835,996Liabilities 2023: $43,744Net Assets 2023: $8,792,2522023Assets 2024: $10,120,289Liabilities 2024: $24,987Net Assets 2024: $10,095,3022024Assets 2025: $10,689,387Liabilities 2025: $37,739Net Assets 2025: $10,651,6482025

Highlighted filing

2012

Assets$4,675,977
Liabilities$13,420
Net Assets$4,662,557
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Expenses 2011: $432,6412011Expenses 2012: $470,9082012Expenses 2013: $534,0442013Revenue 2014: $924,118Expenses 2014: $558,264Net Income 2014: $365,8542014Revenue 2015: $811,006Expenses 2015: $619,413Net Income 2015: $191,5932015Revenue 2016: $1,106,082Expenses 2016: $637,672Net Income 2016: $468,4102016Revenue 2017: $1,423,703Expenses 2017: $611,306Net Income 2017: $812,3972017Revenue 2018: $1,558,000Expenses 2018: $1,490,767Net Income 2018: $67,2332018Revenue 2019: $723,951Expenses 2019: $723,839Net Income 2019: $1122019Revenue 2020: $831,089Expenses 2020: $645,525Net Income 2020: $185,5642020Revenue 2021: $1,347,855Expenses 2021: $780,119Net Income 2021: $567,7362021Revenue 2022: $1,210,634Expenses 2022: $615,679Net Income 2022: $594,9552022Revenue 2023: $750,111Expenses 2023: $663,564Net Income 2023: $86,5472023Revenue 2024: $853,075Expenses 2024: $609,505Net Income 2024: $243,5702024Revenue 2025: $1,228,708Expenses 2025: $782,295Net Income 2025: $446,4132025

Highlighted filing

2012

Revenue-
Expenses$470,908
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2011 to May 31, 2012
Signed
Oct 10, 2012
Return Version
2011v1.2
Gross Receipts
$2,023,150
Mission and Program Overview

Mission

The mission of the alpha xi delta foundation is to create opportunities for alpha xi delta fraternity members to ensure enduring resources so the fraternity can fulfill her mission. As part of its mission, the foundation will support the fraternity's educational and leadership development programming; provide and continue to expand scholarship, grants and member support funds; and encourage philanthropy.

Filing and Contact Details

Filer

EIN
35-6053701
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IRS990/ActivityOrMissionDescription0THE MISSION OF THE ALPHA XI DELTA FOUNDATION IS TO CREATE OPPORTUNITIES FOR ALPHA XI DELTA FRATERNITY MEMBERS TO ENSURE ENDURING RESOURCES SO THE FRATERNITY CAN FULFILL HER MISSION. AS PART OF ITS MISSION, THE FOUNDATION WILL SUPPORT THE FRATERNITY'S EDUCATIONAL AND LEADERSHIP DEVELOPMENT PROGRAMMING; PROVIDE AND CONTINUE TO EXPAND SCHOLARSHIP, GRANTS AND MEMBER SUPPORT FUNDS; AND ENCOURAGE PHILANTHROPY.
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IRS990/Description0IN THE FISCAL YEAR, THE FOUNDATION PROVIDED SUBSTANTIAL SUPPORT FOR ALPHA XI DELTA'S PRIORITY EDUCATION AND PHILANTHROPIC PROGRAMS. THESE INCLUDED: THE LEADERSHIP COACH PROGRAM AND ACTIVITIES INCREASING AUTISM AWARENESS. THE LEADERSHIP COACH PROGRAM HELPED YOUNG WOMEN ACQUIRE ESSENTIAL LIFE SKILLS AND BECOME STRONGER, MORE CONFIDENT WOMEN. WORKING WITH WOMEN NATIONWIDE, LEADERSHIP COACHES FACILITATED ACTIVITIES CENTERING ON PERSONAL DEVELOPMENT, ASSISTED WOMEN IN MAXIMIZING THE BENEFIT OF STRENGTHS DEVELOPMENT, AND TRAINED CHAPTER EXECUTIVE COMMITTEES TO BE HIGH PERFORMING TEAMS. SCHOLARSHIPS AND CONTINUING EDUCATION GRANTS WERE AWARDED TO COLLEGIATE AND ALUMNAE MEMBERS TO REALIZE THEIR HIGHER EDUCATION GOALS AND PREPARE FOR TODAY'S EVER-CHANGING GLOBAL JOB MARKET. GRANTS WERE AWARDED TO HELP FIVE CHAPTERS DREAM BIGGER AND ENHANCE THEIR FUNDRAISING AND AUTISM AWARENESS EFFORTS IN THEIR COMMUNITIES. CONTRIBUTIONS WERE MADE TO FOUR INSTITUTIONS OF HIGHER EDUCATION TO SUPPORT LEADERSHIP DEVELOPMENT PROGRAMMING IN HONOR OF NEWLY ESTABLISHED ALPHA XI DELTA CHAPTERS. THE ALPHA XI DELTA FOUNDATION CONTINUES ITS PROUD TRADITION OF PROVIDING RESOURCES TO INSPIRE WOMEN TO REALIZE THEIR POTENTIAL THROUGH THE LEADERSHIP OPPORTUNITIES IT OFFERS, THE LIFELONG LEARNING THAT IT INSPIRES AND THE SERVICE IT PROVIDES TO IMPROVE THE LIVES OF CHILDREN.
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IRS990ScheduleD/ExcessOrDeficitForYear0183384
IRS990ScheduleD/ExcessOrDeficitPerFS0-171698
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt030550
IRS990ScheduleD/ExpensesSubtotal0440358
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0PROVIDE GRANTS AND AWARDS; USED FOR EDUCATIONAL PURPOSES; SUPPORT PROGRAMS AND OTHER ACTIVITIES OF THE FOUNDATION.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1INCOME TAXES: THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX LAW. ADDITIONALLY, THE FOUNDATION HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF MAY 31, 2012 AND 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS -60,354.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS -60,354.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation4BAD DEBT EXPENSE NETTED AGAINST REVENUE IN FINANCIAL STATEMENTS 3,170.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation5BAD DEBT EXPENSE NETTED AGAINST REVENUE IN FINANCIAL STATEMENTS 3,170.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2PART XI, LINE 8 - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier4PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier5PART XIII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1PART X:
IRS990ScheduleD/GrantsFundsAndOtherAccounts03550
IRS990ScheduleD/InvestmentExpensesNotIncluded027380
IRS990ScheduleD/InvestmentExpensesNotIncluded2027380
IRS990ScheduleD/NetUnrealizedGainsInvestments0-294728
IRS990ScheduleD/NetUnrealizedGLOnInvestments0-294728
IRS990ScheduleD/NumberFundsHeld01
IRS990ScheduleD/OtherAmount0-60354
IRS990ScheduleD/OtherAssets/BookValue014434
IRS990ScheduleD/OtherAssets/BookValue1185502
IRS990ScheduleD/OtherAssets/BookValue26590
IRS990ScheduleD/OtherAssets/BookValue3460000
IRS990ScheduleD/OtherAssets/Description0CASH SURRENDER VALUE OF LIFE INSURANCE
IRS990ScheduleD/OtherAssets/Description1BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS
IRS990ScheduleD/OtherAssets/Description2INTEREST RECEIVABLE
IRS990ScheduleD/OtherAssets/Description3BEQUESTS RECEIVABLE
IRS990ScheduleD/OtherExpensesNotIncluded03170
IRS990ScheduleD/OtherRevenues0-60354
IRS990ScheduleD/OtherRevenuesNotIncluded03170
IRS990ScheduleD/PermanentEndowmentEOYBalance00.78460
IRS990ScheduleD/RevenueNotRptdF9900-355082
IRS990ScheduleD/RevenueNotRptdOnFinStmt030550
IRS990ScheduleD/RevenueSubtotal0623742
IRS990ScheduleD/TermEndowmentEOYBalance00.17650
IRS990ScheduleD/TotalAdjustments0-355082
IRS990ScheduleD/TotalBookValueOtherAssets0666526
IRS990ScheduleD/TotalExpenses0470908
IRS990ScheduleD/TotalExpensesPerForm9900470908
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenue0654292
IRS990ScheduleD/TotalRevenuePerForm9900654292
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0440358
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0268660
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant034980
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant11725
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant219300
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients033
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients14
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients2118
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant0SCHOLARSHIPS

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,675,977
Liabilities
$13,420
Net assets
$4,662,557
Revenue
-
Expenses
$470,908
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.7$0.04$10.7$1.23$0.78$0.45
2024Detailed filing. Detailed filing data is available for this year.$10.1$0.02$10.1$0.85$0.61$0.24
2023Detailed filing. Detailed filing data is available for this year.$8.84$0.04$8.79$0.75$0.66$0.09
2022Detailed filing. Detailed filing data is available for this year.$9.11$0.03$9.08$1.21$0.62$0.59
2021Detailed filing. Detailed filing data is available for this year.$9.78$0.13$9.65$1.35$0.78$0.57
2020Detailed filing. Detailed filing data is available for this year.$7.76$0.03$7.73$0.83$0.65$0.19
2019Detailed filing. Detailed filing data is available for this year.$7.28$0.02$7.26$0.72$0.72$0.00
2018Detailed filing. Detailed filing data is available for this year.$7.54$0.02$7.52$1.56$1.49$0.07
2017Detailed filing. Detailed filing data is available for this year.$7.25$0.02$7.22$1.42$0.61$0.81
2016Detailed filing. Detailed filing data is available for this year.$6.03$0.04$5.98$1.11$0.64$0.47
2015Detailed filing. Detailed filing data is available for this year.$6.06$0.03$6.03$0.81$0.62$0.19
2014Detailed filing. Detailed filing data is available for this year.$5.88$0.02$5.85$0.92$0.56$0.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.33$0.01$5.31$0.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.68$0.01$4.66$0.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.86$0.03$4.83$0.43