Civic Intelligence

Alpha XI Delta Fraternity Gamma Upsilon Chapter

990 • Fiscal year 2022 • EIN 36-0720566

Jun 01, 2021 to May 31, 2022 • Filed on Jan 25, 2023

1389 W 86th Street 350Indianapolis, IN 46260

(317) 872-3500

Siviq Scores

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

Liabilities / Assets

21st percentile

0.16x

Higher debt load relative to assets than 21% of similar nonprofits.

2022 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

13th percentile

0.22x

Higher debt load relative to revenue than 13% of similar nonprofits.

2022 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2022

Net Margin

16th percentile

-5.6%

Higher net margin than 16% of similar nonprofits.

2022 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$168,254

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2022 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2022

Asset Growth

49th percentile

4.1%

Faster asset growth than 49% of similar nonprofits.

2022 filings • 501(c)7 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

39th percentile

5.3%

Faster revenue growth than 39% of similar nonprofits.

2022 filings • 501(c)7 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Up

$11,173,738

Up $443,914 (+4.1%) from 2021

Net Assets

Down

$9,370,131

Down $544,215 (-5.5%) from 2021

Liabilities

Up

$1,803,607

Up $988,129 (+121%) from 2021

Revenue

Up

$8,227,558

Up $411,963 (+5.3%) from 2021

Expenses

Up

$8,684,735

Up $1,761,522 (+25%) from 2021

Net Income

Down

-$457,177

Down $1,349,559 (-151%) from 2021

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $4,497,733Liabilities 2011: $1,856,151Net Assets 2011: $2,641,5822011Assets 2012: $5,875,963Liabilities 2012: $2,419,121Net Assets 2012: $3,456,8422012Assets 2013: $7,656,068Liabilities 2013: $2,605,909Net Assets 2013: $5,050,1592013Assets 2014: $8,338,516Liabilities 2014: $2,376,653Net Assets 2014: $5,961,8632014Assets 2015: $9,245,051Liabilities 2015: $2,541,775Net Assets 2015: $6,703,2762015Assets 2016: $10,061,824Liabilities 2016: $2,722,887Net Assets 2016: $7,338,9372016Assets 2017: $10,764,384Liabilities 2017: $1,578,751Net Assets 2017: $9,185,6332017Assets 2018: $9,694,567Liabilities 2018: $1,006,792Net Assets 2018: $8,687,7752018Assets 2019: $9,936,455Liabilities 2019: $1,019,197Net Assets 2019: $8,917,2582019Assets 2020: $9,850,638Liabilities 2020: $943,783Net Assets 2020: $8,906,8552020Assets 2021: $10,729,824Liabilities 2021: $815,478Net Assets 2021: $9,914,3462021Assets 2022: $11,173,738Liabilities 2022: $1,803,607Net Assets 2022: $9,370,1312022Assets 2023: $19,903,788Liabilities 2023: $10,229,337Net Assets 2023: $9,674,4512023Assets 2024: $18,531,354Liabilities 2024: $9,424,087Net Assets 2024: $9,107,2672024

Highlighted filing

2022

Assets$11,173,738
Liabilities$1,803,607
Net Assets$9,370,131

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $2,283,5562011Expenses 2012: $2,740,9952012Expenses 2013: $3,883,0202013Revenue 2014: $5,696,448Expenses 2014: $4,774,689Net Income 2014: $921,7592014Revenue 2015: $6,291,418Expenses 2015: $5,524,431Net Income 2015: $766,9872015Revenue 2016: $6,828,782Expenses 2016: $6,159,975Net Income 2016: $668,8072016Revenue 2017: $10,410,566Expenses 2017: $8,485,755Net Income 2017: $1,924,8112017Revenue 2018: $7,726,685Expenses 2018: $8,322,410Net Income 2018: -$595,7252018Revenue 2019: $8,504,085Expenses 2019: $8,245,519Net Income 2019: $258,5662019Revenue 2020: $8,165,667Expenses 2020: $8,196,987Net Income 2020: -$31,3202020Revenue 2021: $7,815,595Expenses 2021: $6,923,213Net Income 2021: $892,3822021Revenue 2022: $8,227,558Expenses 2022: $8,684,735Net Income 2022: -$457,1772022Revenue 2023: $9,168,873Expenses 2023: $8,246,044Net Income 2023: $922,8292023Revenue 2024: $9,994,471Expenses 2024: $10,663,332Net Income 2024: -$668,8612024

Highlighted filing

2022

Revenue$8,227,558
Expenses$8,684,735
Net Income-$457,177
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Jan 25, 2023
Return Version
2021v4.2
Gross Receipts
$8,872,273
Mission and Program Overview

Mission

The mission of alpha xi delta women's 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; and perpetuate fraternal growth.

The mission of alpha xi delta women's 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; and perpetuate fraternalgrowth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,108,981$4,171,200▲ $62,219
Cash and Non-Interest-Bearing Accounts$2,684,825$3,484,475▲ $799,650
Land, Buildings, and Equipment, Net$1,399,627$1,169,843▼ $229,784
Prepaid Expenses and Deferred Charges$503,425$625,868▲ $122,443
Accounts Receivable$566,480$528,535▼ $37,945
Other Notes and Loans Receivable, Net$131,627$62,932▼ $68,695
Inventories for Sale or Use$73,528$16,545▼ $56,983
Total Assets$11,681,855$11,173,738▼ $508,117
Other Assets Total$2,213,362$1,114,340▼ $1,099,022
Liabilities
Other Liabilities$1,022,920$816,004▼ $206,916
Accounts Payable and Accrued Expenses$425,478$551,137▲ $125,659
Deferred Revenue$319,111$436,466▲ $117,355
Total Liabilities$1,767,509$1,803,607▲ $36,098
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,914,346$9,370,131▼ $544,215
Total Net Assets Fund Balance$9,914,346$9,370,131▼ $544,215
Total Liabilities and Net Assets / Fund Balance$11,681,855$11,173,738▼ $508,117

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$927,562$1,230,306$2,157,868
Equipment$172,732$1,902,251$2,074,983
Buildings$19,455$640,464$659,919
Land$50,094-$50,094
Other Assets Org$910,840--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elysia Balster GallivanNational Exec. DirectorPT$149,789$18,465$168,254
Lori HoltDirector of FinanceFT$78,617$10,605$89,222

Board Members and Trustees

NameTitle
Rebecca Richter PerrettNational President
Deanna NewellNational Vice President
Devon McgoldrickNational Vice President
Elizabeth ManuelNational Vice President
May Medallada RobinsonNational Vice President
Megan Mcgowan CrouchNational Vice President
Robin Hartman LockNational Vice President

Highest Paid Contractors

ContractorServicesLocationCompensation
College FreshMeals/food Service701 DEVONSHIRE DR C-23, Champaign, IL 61820$803,162
OmegafiDatabase ServicesPO BOX 2487, Columbus, GA 31902$120,658
Revenue and Support

Revenue Composition

Contributions and Grants
$171,939
Program Service Revenue
$7,626,454
Investment Income
$57,138
Other Revenue
$372,027
All Other Contributions
$171,939
Change in Net Assets
$-457,177

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,221,253
Revenue Not Reported on Financial Statements
$6,305
Revenue Not Reported on Form 990
$409,215
Other Revenue Adjustments
$1,495
Total Revenue per Audited Statements
$8,630,468
Total Revenue per Form 990
$8,227,558
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,562,005
Salaries, Compensation, and Employee Benefits$1,924,054
Grants and Similar Amounts Paid$1,198,676
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$2,287,374
Other Salaries and Wages---$1,405,666
Grants to Domestic Orgs---$1,198,676
Insurance---$402,310
Depreciation Depletion---$340,812
Current Officers, Directors, Trustees, and Key Employees---$274,949
All Other Expenses---$214,547
Fees for Services Management---$208,900
Other Expenses---$174,339
Information Technology---$156,133
Office Expenses---$151,474
Payroll Taxes---$129,607
Other Employee Benefits---$113,832
Fees for Services Other---$111,685
Conferences and Meetings---$91,737
Interest---$37,574
Fees for Services Accounting---$33,084
Travel---$26,714
Fees for Services Legal---$23,499
Fees for Service Investment Mgmnt Fees---$4,810
Total Functional Expenses$0$0$0$8,684,735

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,174,683
Total Expenses per Form 990$8,684,735
Expenses per Audited Statements$8,678,430
Expenses Not Reported on Form 990$496,253
Expenses Not Reported on Financial Statements$6,305
Other Expense Adjustments$1,495
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Xi Delta National Housing CorporationIndianapolis, IN501(c)(7)Chapter Assistance and Loan Forgiveness$139,920
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Alpha Xi Delta Nhc$801,135
Funds Held for Others$7,019
Guarantee of Indebtedness$6,700
Security Deposits$1,150
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section A, Line 6

The most common way to become a member of alpha xi delta is to participate in the formal recruitment process at universities where an alpha xi delta chapter is located. Alpha xi delta is a member of the national panhellenic conference (npc) and recruits new members under their guidelines.

Form 990, Part VI, Section A, Line 7A

Members of alpha xi delta elect the national council.

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

Each member of the audit committee will receive a copy of the 990. Each member of the audit committee and elysia balster gallivan, as national executive director, will review the 990. Once those individuals have approved, the 990 will be issued. The final version will be shared with the national council for awareness prior to issuance.

Form 990, Part VI, Section B, Line 12C

The forms are collected, kept on file, and individuals are asked to recuse themselves from a vote if it is a conflict of interest.

Form 990, Part VI, Section B, Line 15

The fraternity has an executive performance and compensation review committee comprised of three board members. Those members reach out to the foundation chair and nhc president for feedback. They review both industry standards for compensation as well as greek organization survey results. Location of the national executive director is also taken into consideration. The committee completes the review document and agrees on the compensation. National president completes the review and sends a memo to director of finance and operations for the fraternity for execution.

Form 990, Part VI, Section C, Line 19

Kept on file. Available upon request

Filing and Contact Details

Filer

Filer Name
Alpha Xi Delta Fraternity
EIN
36-0720566
Phone
3178723500
Address
1389 W 86TH STREET 350, INDIANAPOLIS, IN 46260

Signing Officer

Name
Elysia Balster Gallivan
Title
National Executive Director
Phone
3178723500
Signed
2023-01-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elysia Balster Gallivan
Formed
1893
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
45
Volunteers
550

Preparer

Firm
Blue & Co LLC
Address
12800 N MERIDIAN ST STE 400, CARMEL, IN 46032
Preparer
Angela N Crawford CPA
Phone
3178488920
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4B, Program Service Accomplishments

The fraternity's staff and volunteers provide multiple avenues to enrich and support the sisterhood experience of every member. - alpha xi delta employed educational leadership consultants to assist chapters of alpha xi delta with member development, officer transitions, recruitment planning, public relations, and other aspects of chapter operations. - there is dedicated staff and programming to help chapters recruit talented, bold women into our sisterhood. These efforts include chapter visits, virtually and in person, and the workout, a comprehensive recruitment training program attended by chapter membership vice presidents and other recruitment officers. - officer academy is a virtual officer training for new chapter officers. It featured one recorded session and one live virtual session for each newly elected executive committee officer and new member orientation director. This programming is designed to help members be successful in new roles, including encouraging collaboration with other sisters to ensure success.

Form 990, Part III, Line 4C, Program Service Accomplishments

The fraternity uses multiple avenues to promote the accomplishments of our members and the organization. - alpha xi delta's magazine "the quill" allows us to promote the incredible accomplishments of our membersboth internally and externally. With a circulation of over 90,000, it is a source of pride for the organization. - alpha xi delta partnered with accessibe to ensure our website is even more welcoming to all our members, friends and family who visit our website daily. We made updates to our website to include optimization for screen readers used by blind users, made design adjustments for the visually impaired, and added a tool to access the option needed to allow a user to have the best experience while browsing our site.

Form 990, Part XII, Line 2C

The process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The fraternity is organized as a not-for-profit corporation and has obtained exemption from income taxes under section 501(c)(7) of the united states internal revenue code and similar state laws. The exemption is on all income except unrelated business income. An unrelated trade or business of an exempt organization is any trade or business which is not substantially related to the exercise or performance of its exempt purpose. Income earned from non-members is recognized as unrelated business income to the extent such income is not set aside. Income that is properly set aside must be used for the qualifying purposes outlined in the set aside resolution. The fraternity did not pay unrelated business income tax in the year ended may 31, 2022. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the fraternity and to recognize a tax liability if the fraternity 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 fraternity, and has concluded that as of may 31, 2022, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying financial statements. The fraternity is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The fraternity has filed its federal and state income tax returns for periods through may 31, 2021. Income tax returns are generally open to examination by the relevant taxing authorities for a period of three years from the later of the date the return was filed or its due date (including approved extensions).

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Cost of good sold 496,253.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Gain on asset disposal 1,495.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cost of good sold 496,253.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Gain on asset disposal 1,495.

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IRS990/ActivityOrMissionDesc0THE MISSION OF ALPHA XI DELTA WOMEN'S 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; AND PERPETUATE FRATERNALGROWTH.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0NATIONAL VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1NATIONAL VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2NATIONAL VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3NATIONAL VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4NATIONAL VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5NATIONAL PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6NATIONAL VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7NATIONAL EXEC. DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR OF FINANCE
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IRS990/IncludeFIN48FootnoteInd01
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IRS990/InsuranceGrp/TotalAmt0402310
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IRS990/MethodOfAccountingAccrualInd0X
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IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF ALPHA XI DELTA WOMEN'S 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; AND PERPETUATE FRATERNAL GROWTH.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt046911
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt098822
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-87038
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09914346
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IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt02287374
IRS990/OfficeExpensesGrp/TotalAmt0151474
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02213362
IRS990/OtherAssetsTotalGrp/EOYAmt01114340
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0113832
IRS990/OtherExpensesGrp/Desc0FOOD SERVICE
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2BAD DEBTS
IRS990/OtherExpensesGrp/Desc3OTHER CHAPTER SUPPORT
IRS990/OtherExpensesGrp/TotalAmt0844190
IRS990/OtherExpensesGrp/TotalAmt1266049
IRS990/OtherExpensesGrp/TotalAmt2186774
IRS990/OtherExpensesGrp/TotalAmt3174339
IRS990/OtherLiabilitiesGrp/BOYAmt01022920
IRS990/OtherLiabilitiesGrp/EOYAmt0816004
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IRS990/OtherRevenueMiscGrp/Desc0PROCEEDS FROM CLOSED C
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc2RELEASE FROM GUARANTEE
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt120354
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt120354
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt26300
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IRS990/OtherSalariesAndWagesGrp/TotalAmt01405666
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0131627
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt062932
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0129607
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0503425
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0625868
IRS990/PrincipalOfficerNm0ELYSIA BALSTER GALLIVAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
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IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0CHAPTER HOUSE RENTAL
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2RISK MANAGEMENT ASSESS
IRS990/ProgramServiceRevenueGrp/Desc3PROPERTY MANAGEMENT
IRS990/ProgramServiceRevenueGrp/Desc4CONVENTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03738843
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12837068
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2616344
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3344921
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt463165
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03738843
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12837068
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2616344
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3344921
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt463165
IRS990/ProgSrvcAccomActy2Grp/Desc0SEE SCHEDULE O.
IRS990/ProgSrvcAccomActy3Grp/Desc0SEE SCHEDULE O.
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYContributionsGrantsAmt0204667
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherRevenueAmt0527828
IRS990/PYProgramServiceRevenueAmt07041019
IRS990/PYRevenuesLessExpensesAmt0892382
IRS990/PYSalariesCompEmpBnftPaidAmt01808464
IRS990/PYTotalExpensesAmt06923213
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07815595
IRS990/ReconcilationRevenueExpnssAmt0-457177
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0199529
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt0199529
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt019455
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0640464
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0659919
IRS990ScheduleD/EquipmentGrp/BookValueAmt0172732
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01902251
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02074983
IRS990ScheduleD/ExpensesNotReportedAmt0496253
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06305
IRS990ScheduleD/ExpensesSubtotalAmt08678430
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt04810
IRS990ScheduleD/InvestmentExpensesNotIncldAmt04810
IRS990ScheduleD/LandGrp/BookValueAmt050094
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt050094
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0927562
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01230306
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02157868
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-87038
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0175881
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt127619
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2910840
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM ALPHA XI DELTA FOUNDATION
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2DUE FROM ALPHA XI DELTA NHC
IRS990ScheduleD/OtherExpensesIncludedAmt0496253
IRS990ScheduleD/OtherExpensesNotIncludedAmt01495
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06700
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17019
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GUARANTEE OF INDEBTEDNESS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1FUNDS HELD FOR OTHERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO ALPHA XI DELTA NHC
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IRS990ScheduleD/RevenueNotReportedAmt0409215
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FRATERNITY IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION AND HAS OBTAINED EXEMPTION FROM INCOME TAXES UNDER SECTION 501(C)(7) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAWS. THE EXEMPTION IS ON ALL INCOME EXCEPT UNRELATED BUSINESS INCOME. AN UNRELATED TRADE OR BUSINESS OF AN EXEMPT ORGANIZATION IS ANY TRADE OR BUSINESS WHICH IS NOT SUBSTANTIALLY RELATED TO THE EXERCISE OR PERFORMANCE OF ITS EXEMPT PURPOSE. INCOME EARNED FROM NON-MEMBERS IS RECOGNIZED AS UNRELATED BUSINESS INCOME TO THE EXTENT SUCH INCOME IS NOT SET ASIDE. INCOME THAT IS PROPERLY SET ASIDE MUST BE USED FOR THE QUALIFYING PURPOSES OUTLINED IN THE SET ASIDE RESOLUTION. THE FRATERNITY DID NOT PAY UNRELATED BUSINESS INCOME TAX IN THE YEAR ENDED MAY 31, 2022. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FRATERNITY AND TO RECOGNIZE A TAX LIABILITY IF THE FRATERNITY 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 FRATERNITY, AND HAS CONCLUDED THAT AS OF MAY 31, 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FRATERNITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FRATERNITY HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH MAY 31, 2021. INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS).
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COST OF GOOD SOLD 496,253.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2GAIN ON ASSET DISPOSAL 1,495.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3COST OF GOOD SOLD 496,253.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4GAIN ON ASSET DISPOSAL 1,495.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01169843
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01114340
IRS990ScheduleD/TotalExpensesPerForm990Amt08684735
IRS990ScheduleD/TotalLiabilityAmt0816004
IRS990ScheduleD/TotalRevenuePerForm990Amt08227558
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08630468
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09174683
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0139920
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(7)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt01053131
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0LOAN FORGIVENESS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CHAPTER ASSISTANCE AND LOAN FORGIVENESS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALPHA XI DELTA NATIONAL HOUSING CORPORATION
IRS990ScheduleI/RecipientTable/RecipientEIN0352103442
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01389 W 86TH STREET 350
IRS990ScheduleI/RecipientTable/USAddress/CityNm0INDIANAPOLIS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd046260

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.5$9.42$9.11$9.99$10.7$0.67
2023Detailed filing. Detailed filing data is available for this year.$19.9$10.2$9.67$9.17$8.25$0.92
2022Detailed filing. Detailed filing data is available for this year.$11.2$1.80$9.37$8.23$8.68$0.46
2021Detailed filing. Detailed filing data is available for this year.$10.7$0.82$9.91$7.82$6.92$0.89
2020Detailed filing. Detailed filing data is available for this year.$9.85$0.94$8.91$8.17$8.20$0.03
2019Detailed filing. Detailed filing data is available for this year.$9.94$1.02$8.92$8.50$8.25$0.26
2018Detailed filing. Detailed filing data is available for this year.$9.69$1.01$8.69$7.73$8.32$0.60
2017Detailed filing. Detailed filing data is available for this year.$10.8$1.58$9.19$10.4$8.49$1.92
2016Detailed filing. Detailed filing data is available for this year.$10.1$2.72$7.34$6.83$6.16$0.67
2015Detailed filing. Detailed filing data is available for this year.$9.25$2.54$6.70$6.29$5.52$0.77
2014Detailed filing. Detailed filing data is available for this year.$8.34$2.38$5.96$5.70$4.77$0.92
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.66$2.61$5.05$3.88
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.88$2.42$3.46$2.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.50$1.86$2.64$2.28