Civic Intelligence

Alpha XI Delta Foundation

990 • Fiscal year 2013 • EIN 35-6053701

Jun 01, 2012 to May 31, 2013 • Filed on Oct 09, 2013

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

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

78th percentile

14%

Faster asset growth than 78% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$5,327,625

Up $651,648 (+14%) from 2012

Net Assets

Up

$5,313,667

Up $651,110 (+14%) from 2012

Liabilities

Up

$13,958

Up $538 (+4.0%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$534,044

Up $63,136 (+13%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2013

Assets$5,327,625
Liabilities$13,958
Net Assets$5,313,667
Open 2013 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

2013

Revenue-
Expenses$534,044
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2012 to May 31, 2013
Signed
Oct 9, 2013
Return Version
2012v2.1
Gross Receipts
$2,428,747
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 PERSONAL DEVELOPMENT AND PHILANTHROPIC PROGRAMS. THESE INCLUDED: THE LEADERSHIP COACH PROGRAM, THE WORKOUT 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. AT THE WORKOUT CONFERENCES, WOMEN STRENGTHENED ACTION PLANNING, COMMUNICATION AND MOTIVATION SKILLS, PREPARING THEM TO BE MORE SUCCESSFUL, NOT ONLY IN COLLEGE, BUT ALSO IN THEIR CHOSEN CAREERS, IN THEIR INTERPERSONAL INTERACTIONS AND AS LEADERS FOR THEIR CAMPUSES AND COMMUNITIES. AT THE SUMMER IMMERSION EXPERIENCE FOURTEEN COLLEGIATE MEMBERS HAD THE BENEFIT OF EDUCATION IN THE FOUR PILLARS OF AUTISM SPEAKS RESEARCH, ADVOCACY, FAMILY SERVICES AND AWARENESS AND BECAME STRONGER ADVOCATES FOR THIS IMPORTANT ISSUE. 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 SIX CHAPTERS DREAM BIGGER AND ENHANCE THEIR FUNDRAISING AND AUTISM AWARENESS EFFORTS IN THEIR COMMUNITIES. CONTRIBUTIONS WERE MADE TO TWO 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/CurrentYearMinus3Years/Contributions010055
IRS990ScheduleD/CurrentYearMinus3Years/EndOfYearBalance01797583
IRS990ScheduleD/CurrentYearMinus3Years/GrantsOrScholarships048773
IRS990ScheduleD/CurrentYearMinus3Years/InvestmentEarningsOrLosses018746
IRS990ScheduleD/CurrentYearMinus4Years/AdministrativeExpenses011400
IRS990ScheduleD/CurrentYearMinus4Years/BeginningOfYearBalance02444018
IRS990ScheduleD/CurrentYearMinus4Years/Contributions01850
IRS990ScheduleD/CurrentYearMinus4Years/EndOfYearBalance01828652
IRS990ScheduleD/CurrentYearMinus4Years/GrantsOrScholarships0126545
IRS990ScheduleD/CurrentYearMinus4Years/InvestmentEarningsOrLosses0-479271
IRS990ScheduleD/CurrentYear/OtherExpenditures03474
IRS990ScheduleD/DisclosedForCharitablePurposes01
IRS990ScheduleD/DisclosedOrgsLegalControl01
IRS990ScheduleD/DonorAdvisedContributions0355
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt050156
IRS990ScheduleD/ExpensesSubtotal0483888
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0PROVIDE GRANTS AND AWARDS; USED FOR EDUCATIONAL PURPOSES; SUPPORT PROGRAMS AND OTHER ACTIVITIES OF THE FOUNDATION.
IRS990ScheduleD/Form990ScheduleDPartXIII/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, 2013 AND 2012, 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/Form990ScheduleDPartXIII/Explanation2CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 15,486.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation3BAD DEBT EXPENSE NETTED AGAINST REVENUE IN FINANCIAL STATEMENTS 14,677.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation4BAD DEBT EXPENSE NETTED AGAINST REVENUE IN FINANCIAL STATEMENTS 14,677.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier3PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier4PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference1PART X, LINE 2:
IRS990ScheduleD/GrantsPaidFromDonorFunds01950
IRS990ScheduleD/InvestmentExpensesNotIncluded035479
IRS990ScheduleD/InvestmentExpensesNotIncluded2035479
IRS990ScheduleD/NetUnrealizedGainsInvestments0573194
IRS990ScheduleD/NumberDAFsHeld01
IRS990ScheduleD/OtherExpensesNotIncluded014677
IRS990ScheduleD/OtherRevenues015486
IRS990ScheduleD/OtherRevenuesNotIncluded014677
IRS990ScheduleD/PermanentEndowmentEOYBalance00.67100
IRS990ScheduleD/RevenueNotRptdF9900588680
IRS990ScheduleD/RevenueNotRptdOnFinStmt050156
IRS990ScheduleD/RevenueSubtotal0546318
IRS990ScheduleD/TermEndowmentEOYBalance00.27880
IRS990ScheduleD/TotalExpensesPerForm9900534044
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenuePerForm9900596474
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0483888
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt01134998
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant053705
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant13260
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant215600
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients046
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients16
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients297
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant0SCHOLARSHIPS
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant1GRANTS
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant2AWARDS
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: THE FOUNDATION'S GRANTS AND AWARDS COMMITTEE HAS THE RESPONSIBILITY TO REVIEW THE REQUIREMENTS OF FOUNDATION GRANTS AND AWARDS; TO OVERSEE THE APPLICATION AND DECISION MAKING PROCESS; AND TO OVERSEE COMPLIANCE WITH QUALIFIED PURPOSES. THROUGH THE GRANT PROCESS, THE GRANTEE REPORTS BACK TO THE FOUNDATION USE OF FUNDS. THE REPORT MAY INCLUDE NUMBER SERVED; TESTIMONIAL STATEMENTS; EDUCATION OUTCOMES. FOR SOME GRANTS, THE FOUNDATION REVIEWS MEDIA ARTICLES, PRESS RELEASES, PRINTED PROGRAMS, AND ANNUAL REPORTS. IN THE CASE OF CAPITAL PROJECTS FOR EDUCATIONAL PURPOSES, THE FOUNDATION MAY MAKE ON SITE INSPECTIONS TO MONITOR THE USE OF GRANT FUNDS AND REQUIRES FINANCIAL RECORDS OF THE GRANTEE TO BE AVAILABLE TO THE FOUNDATION.
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine108702 FOUNDERS ROAD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine118702 FOUNDERS ROAD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine128702 FOUNDERS ROAD
IRS990ScheduleI/RecipientTable/AddressUS/City0INDIANAPOLIS
IRS990ScheduleI/RecipientTable/AddressUS/City1INDIANAPOLIS
IRS990ScheduleI/RecipientTable/AddressUS/City2INDIANAPOLIS
IRS990ScheduleI/RecipientTable/AddressUS/State0IN

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,327,625
Liabilities
$13,958
Net assets
$5,313,667
Revenue
-
Expenses
$534,044
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