Civic Intelligence

Alpha Gamma Rho Fraternity

990 • Fiscal year 2020 • EIN 39-6088381

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 31, 2020

418 N Heatherstone DrSun Prairie, WI 53590

(608) 341-7240

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Net Margin

6th percentile

-39%

Higher net margin than 6% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

75th percentile

$299

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Asset Growth

27th percentile

-2.9%

Faster asset growth than 27% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

18th percentile

-24%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,268,487

Down $37,249 (-2.9%) from 2019

Net Assets

Down

$1,268,487

Down $37,249 (-2.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$94,118

Down $30,352 (-24%) from 2019

Expenses

Up

$130,419

Up $17,388 (+15%) from 2019

Net Income

Down

-$36,301

Down $47,740 (-417%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,352,013Liabilities 2011: $150,157Net Assets 2011: $1,201,8562011Assets 2012: $1,280,671Liabilities 2012: $0Net Assets 2012: $1,280,6712012Assets 2013: $1,267,235Liabilities 2013: $0Net Assets 2013: $1,267,2352013Assets 2014: $1,217,679Liabilities 2014: $0Net Assets 2014: $1,217,6792014Assets 2015: $1,264,376Liabilities 2015: $0Net Assets 2015: $1,264,3762015Assets 2016: $1,272,611Liabilities 2016: $0Net Assets 2016: $1,272,6112016Assets 2017: $1,260,791Liabilities 2017: $0Net Assets 2017: $1,260,7912017Assets 2018: $1,287,868Liabilities 2018: $0Net Assets 2018: $1,287,8682018Assets 2019: $1,305,736Liabilities 2019: $0Net Assets 2019: $1,305,7362019Assets 2020: $1,268,487Liabilities 2020: $0Net Assets 2020: $1,268,4872020Assets 2021: $1,324,688Liabilities 2021: $0Net Assets 2021: $1,324,6882021Assets 2022: $1,261,284Liabilities 2022: $0Net Assets 2022: $1,261,2842022Assets 2023: $1,243,202Liabilities 2023: $0Net Assets 2023: $1,243,2022023Assets 2024: $1,250,605Liabilities 2024: $0Net Assets 2024: $1,250,6052024

Highlighted filing

2020

Assets$1,268,487
Liabilities$0
Net Assets$1,268,487

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $116,274Expenses 2011: $118,167Net Income 2011: -$1,8932011Revenue 2012: $198,557Expenses 2012: $119,742Net Income 2012: $78,8152012Revenue 2013: $93,474Expenses 2013: $106,910Net Income 2013: -$13,4362013Revenue 2014: $50,063Expenses 2014: $99,619Net Income 2014: -$49,5562014Revenue 2015: $160,727Expenses 2015: $114,030Net Income 2015: $46,6972015Revenue 2016: $130,044Expenses 2016: $121,809Net Income 2016: $8,2352016Revenue 2017: $113,080Expenses 2017: $124,900Net Income 2017: -$11,8202017Revenue 2018: $131,676Expenses 2018: $106,593Net Income 2018: $25,0832018Revenue 2019: $124,470Expenses 2019: $113,031Net Income 2019: $11,4392019Revenue 2020: $94,118Expenses 2020: $130,419Net Income 2020: -$36,3012020Revenue 2021: $114,856Expenses 2021: $116,228Net Income 2021: -$1,3722021Revenue 2022: $151,114Expenses 2022: $157,604Net Income 2022: -$6,4902022Revenue 2023: $119,708Expenses 2023: $152,313Net Income 2023: -$32,6052023Revenue 2024: $152,257Expenses 2024: $158,357Net Income 2024: -$6,1002024

Highlighted filing

2020

Revenue$94,118
Expenses$130,419
Net Income-$36,301
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 31, 2020
Return Version
2019v5.0
Gross Receipts
$125,388
Mission and Program Overview

Mission

Provide a learning environment for students attending the university of wisconsin.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,305,736$1,268,487▼ $37,249
Land, Buildings, and Equipment, Net$971,705$992,173▲ $20,468
Savings and Temporary Cash Investments$222,872$248,252▲ $25,380
Cash and Non-Interest-Bearing Accounts$111,159$28,062▼ $83,097
Total Assets$1,305,736$1,268,487▼ $37,249
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,305,736$1,268,487▼ $37,249
Total Liabilities and Net Assets / Fund Balance$1,305,736$1,268,487▼ $37,249

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$992,173$486,202$1,478,375
Equipment-$101,128$101,128
Compensation and Service Providers

Employees

NameTitleBaseTotal
Matthias OlsonSecretary$299$299

Board Members and Trustees

NameTitle
Mark KendallPresident
Bill HantkeDirector
David PintensDirector
Devon MillerDirector
Eric RonkDirector
Jacob GreshikDirector
Justin WendorfDirector
Nick BartzDirector
Taylor FritschTreasurer
Jordan DelongVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$150
Program Service Revenue
$89,282
Investment Income
$4,686
Other Revenue
$0
All Other Contributions
$150
Change in Net Assets
$-36,301
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$129,821
Salaries, Compensation, and Employee Benefits$598
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion---$53,006
Occupancy---$45,809
All Other Expenses---$5,027
Other Expenses---$2,358
Fees for Services Accounting---$1,745
Other Salaries and Wages---$598
Office Expenses---$36
Total Functional Expenses$0$0$0$130,419
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 6

The organization has members.

Form 990, Page 6, Part VI, Line 11B

The return is made available to the board of directors for review.

Form 990, Page 6, Part VI, Line 12C

Members are required to present documents annually.

Form 990, Page 6, Part VI, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Iota of Alpha Gamma Rho
EIN
39-6088381
Phone
6083417240
Address
418 N HEATHERSTONE DR, SUN PRAIRIE, WI 53590

Signing Officer

Name
Taylor Fritsch
Title
Treasurer
Phone
6082951828
Signed
2020-08-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Taylor Fritsch
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Berndt CPA LLC
Address
2009 W BELTLINE HWY STE 100, MADISON, WI 53713-2306
Preparer
Matthew J Larson Ea
Phone
6082747473
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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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IRS990/USAddress/CityNm0SUN PRAIRIE
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053590
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAYLOR FRITSCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06082951828
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IOTA OF ALPHA GAMMA RHO
ReturnHeader/Filer/BusinessNameControlTxt0IOTA
ReturnHeader/Filer/EIN0396088381
ReturnHeader/Filer/PhoneNum06083417240
ReturnHeader/Filer/USAddress/AddressLine1Txt0418 N HEATHERSTONE DR
ReturnHeader/Filer/USAddress/CityNm0SUN PRAIRIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053590
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04CA297875D731BFD60475F6BF13C57099BF77520
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId044DD8922E2CCE721EDB6761AF0B5BA994618DC17
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.11.213.170
ReturnHeader/FilingSecurityInformation/IPDt02020-09-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:48:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273553468
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERNDT CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02009 W BELTLINE HWY STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537132306
ReturnHeader/PreparerPersonGrp/PhoneNum06082747473
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J LARSON EA
ReturnHeader/ReturnTs02020-09-08T14:48:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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.$1.25$0.00$1.25$0.15$0.16$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.12$0.15$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.15$0.16$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.11$0.12$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.09$0.13$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.12$0.11$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.13$0.11$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.11$0.12$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.13$0.12$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.16$0.11$0.05
2014Summary only. Only limited summary data is available for this year.$1.22$0.00$1.22$0.05$0.10$0.05
2013Summary only. Only limited summary data is available for this year.$1.27$0.00$1.27$0.09$0.11$0.01
2012Summary only. Only limited summary data is available for this year.$1.28$0.00$1.28$0.20$0.12$0.08
2011Summary only. Only limited summary data is available for this year.$1.35$0.15$1.20$0.12$0.12$0.00