Civic Intelligence

Alpha XI Delta Fraternity Iota Omega Chapter

990EZ • Fiscal year 2021 • EIN 36-4801609

Jun 01, 2020 to May 31, 2021 • Filed on Sep 30, 2021

8702 Founders RoadIndianapolis, IN 46268

(908) 752-7345

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

18th percentile

-15%

Higher net margin than 18% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

3rd percentile

-68%

Faster asset growth than 3% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

16th percentile

-38%

Faster revenue growth than 16% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$4,927

Down $10,323 (-68%) from 2020

Net Assets

Down

$4,927

Down $10,323 (-68%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$67,289

Down $42,072 (-38%) from 2020

Expenses

Down

$77,611

Down $20,586 (-21%) from 2020

Net Income

Down

-$10,322

Down $21,486 (-192%) from 2020

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2019: $4,086Net Assets 2019: $4,0862019Assets 2020: $15,250Net Assets 2020: $15,2502020Assets 2021: $4,927Net Assets 2021: $4,9272021Assets 2022: $17,456Net Assets 2022: $17,4562022Assets 2023: $7,741Net Assets 2023: $7,7412023Assets 2024: $7,791Net Assets 2024: $7,7912024

Highlighted filing

2021

Assets$4,927
Liabilities-
Net Assets$4,927

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2019: $119,828Expenses 2019: $123,163Net Income 2019: -$3,3352019Revenue 2020: $109,361Expenses 2020: $98,197Net Income 2020: $11,1642020Revenue 2021: $67,289Expenses 2021: $77,611Net Income 2021: -$10,3222021Revenue 2022: $100,638Expenses 2022: $88,109Net Income 2022: $12,5292022Revenue 2023: $94,281Expenses 2023: $103,996Net Income 2023: -$9,7152023Revenue 2024: $105,923Expenses 2024: $105,874Net Income 2024: $492024

Highlighted filing

2021

Revenue$67,289
Expenses$77,611
Net Income-$10,322
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Sep 30, 2021
Return Version
2020v4.0
Gross Receipts
$67,289
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, instill community responsibility, perpetuate fraternal growth.

Program Services

DescriptionGrantsExpenses
PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS- TOTAL OF 110 MEMBERS FOR THE YEAR.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMMA BERNARDOPresident-$0--
SHERRY LUFinance & Op-$0--
BRENNA KIEFNERMembership V-$0--
BRENNA KIEFNERChapter Life-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Xi Delta Fraternity
EIN
36-4801609
Address
8702 FOUNDERS ROAD, INDIANAPOLIS, IN 46268

Signing Officer

Name
Emma Bernardo
Title
President
Signed
2021-09-30
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses bank charges 7,783 chapter dues and fees 50,388 corporation note 5,848 recruitment & social 13,082 other 447 supplies 63 total 77,611

Form 990-ez, Part III

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, instill community responsibility, perpetuate fraternal growth.

Raw XML Appendix100 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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CompensationExplanation/CompensationExplanationGrp/PersonNm0EMMA BERNARDO
CompensationExplanation/CompensationExplanationGrp/PersonNm1SHERRY LU
CompensationExplanation/CompensationExplanationGrp/PersonNm2BRENNA KIEFNER
CompensationExplanation/CompensationExplanationGrp/PersonNm3BRENNA KIEFNER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KRISTINA FASULO
IRS990EZ/BooksInCareOfDetail/PhoneNum09087527345
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02000 PENNINGTON ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EWING
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRENNA KIEFNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FINANCE & OP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBERSHIP V
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CHAPTER LIFE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt077611
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE 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, INSTILL COMMUNITY RESPONSIBILITY, PERPETUATE FRATERNAL GROWTH.
IRS990EZ/ProgramServiceRevenueAmt067289
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS- TOTAL OF 110 MEMBERS FOR THE YEAR.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt077611
IRS990EZ/TotalRevenueAmt067289
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://TCNJ.ALPHAXIDELTA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 7,783 CHAPTER DUES AND FEES 50,388 CORPORATION NOTE 5,848 RECRUITMENT & SOCIAL 13,082 OTHER 447 SUPPLIES 63 TOTAL 77,611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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, INSTILL COMMUNITY RESPONSIBILITY, PERPETUATE FRATERNAL GROWTH.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0IOTA OMEGA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0364801609
ReturnHeader/Filer/USAddress/AddressLine1Txt08702 FOUNDERS ROAD
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ReturnHeader/Filer/USAddress/ZIPCd046268
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
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ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BREWER
ReturnHeader/ReturnTs02021-09-30T11:36:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EMMA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERNARDO
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

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