Civic Intelligence

Beta Alpha Chapter of Alpha Gamma Delta

990 • Fiscal year 2019 • EIN 47-0090390

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 14, 2019

2541 N 50th StreetLincoln, NE 68504

(402) 464-8254

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

53rd percentile

0.00x

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

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Net Margin

56th percentile

4.5%

Higher net margin than 56% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Asset Growth

93rd percentile

65%

Faster asset growth than 93% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

71st percentile

9.9%

Faster revenue growth than 71% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$38,476

Up $15,138 (+65%) from 2018

Net Assets

Up

$38,476

Up $15,138 (+65%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$339,799

Up $30,632 (+9.9%) from 2018

Expenses

Up

$324,661

Up $10,970 (+3.5%) from 2018

Net Income

Up

$15,138

Up $19,662 (+435%) from 2018

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $34,702Liabilities 2011: $503Net Assets 2011: $34,1992011Assets 2012: $39,835Liabilities 2012: $756Net Assets 2012: $39,0792012Assets 2013: $25,983Liabilities 2013: $684Net Assets 2013: $25,2992013Assets 2014: $23,378Liabilities 2014: $661Net Assets 2014: $22,7172014Assets 2015: $3,871Liabilities 2015: $907Net Assets 2015: $2,9642015Assets 2016: $20,493Liabilities 2016: $620Net Assets 2016: $19,8732016Assets 2017: $28,415Liabilities 2017: $553Net Assets 2017: $27,8622017Assets 2018: $23,338Liabilities 2018: $0Net Assets 2018: $23,3382018Assets 2019: $38,476Liabilities 2019: $0Net Assets 2019: $38,4762019Assets 2020: $35,826Liabilities 2020: $0Net Assets 2020: $35,8262020Assets 2021: $67,676Liabilities 2021: $0Net Assets 2021: $67,6762021Assets 2022: $50,607Liabilities 2022: $0Net Assets 2022: $50,6072022Assets 2023: $52,985Liabilities 2023: $0Net Assets 2023: $52,9852023Assets 2024: $6,566Net Assets 2024: $6,5662024

Highlighted filing

2019

Assets$38,476
Liabilities$0
Net Assets$38,476

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $154,3032011Expenses 2012: $162,8392012Expenses 2013: $175,9362013Revenue 2014: $213,763Expenses 2014: $216,345Net Income 2014: -$2,5822014Revenue 2015: $176,323Expenses 2015: $196,076Net Income 2015: -$19,7532015Revenue 2016: $234,740Expenses 2016: $217,831Net Income 2016: $16,9092016Revenue 2017: $264,831Expenses 2017: $256,842Net Income 2017: $7,9892017Revenue 2018: $309,167Expenses 2018: $313,691Net Income 2018: -$4,5242018Revenue 2019: $339,799Expenses 2019: $324,661Net Income 2019: $15,1382019Revenue 2020: $328,164Expenses 2020: $330,814Net Income 2020: -$2,6502020Revenue 2021: $351,554Expenses 2021: $319,704Net Income 2021: $31,8502021Revenue 2022: $334,408Expenses 2022: $364,513Net Income 2022: -$30,1052022Revenue 2023: $299,980Expenses 2023: $297,602Net Income 2023: $2,3782023Revenue 2024: $40,975Expenses 2024: $87,394Net Income 2024: -$46,4192024

Highlighted filing

2019

Revenue$339,799
Expenses$324,661
Net Income$15,138
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 14, 2019
Return Version
2018v3.1
Gross Receipts
$339,799
Mission and Program Overview

Mission

Educational, charitable, & social purposes for collegiate women and no net earnings inure to any individual.

Educational, charitable, & social purposes and no net earnings inure to any individual.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$23,338$38,476▲ $15,138
Savings and Temporary Cash Investments$18,607$24,632▲ $6,025
Cash and Non-Interest-Bearing Accounts$4,731$13,844▲ $9,113
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$23,338$38,476▲ $15,138
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$23,338$38,476▲ $15,138
Total Liabilities and Net Assets / Fund Balance$23,338$38,476▲ $15,138
Compensation and Service Providers

Board Members and Trustees

NameTitle
Christine OlsonPresident
Jill WeatherlyAcademic Excellence Advisor
Kayla HouckCampus Relations Advisor
Jenny KaserChapter Advisor
Brenda KaserFinance Advisor
Elizabeth Bowman HalversonMember Development Advisor
Nicole RicchiniMember Experience Advisor
Amanda LosekeNew Member Experience Advisor
Jill DolbergPhilanthropy Advisor
Krista Kansier BairdProperty Advisor
Katelyn Delaney RifeRecruitment Advisor
Hannah KreikemeierVice Pres. Academic Excellence
Emily SaxtonVice Pres. Administration
Sedonah FrydaVice Pres. Campus Relations
Morgan LowreyVice Pres. Chapter Wellnes
Emma PlucknettVice Pres. Event Planning
Allison MarksVice Pres. Finance
Lauren HartVice Pres. Marketing
Brooke NovakVice Pres. Member Experience
Alisha FisherVice Pres. New Member Experience
Rylee HawkVice Pres. Philanthropy
Morgan UlrichVice Pres. Recruitment
Revenue and Support

Revenue Composition

Contributions and Grants
$339,580
Program Service Revenue
$0
Investment Income
$219
Other Revenue
$0
Change in Net Assets
$15,138
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$322,440
Grants and Similar Amounts Paid$2,221
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$250,900
Fees for Services Accounting---$9,006
Other Expenses---$8,736
All Other Expenses---$6,812
Grants to Domestic Orgs---$2,221
Conferences and Meetings---$1,130
Total Functional Expenses$0$0$0$324,661
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Kenneth KluckHusband of Former Advisor.ACCOUNTING SERVICES - KENNETH KLUCK'S CPA FIRM PREPARED THE FORM 990 FOR THE LAST YEAR AS WELL AS PROVIDE OTHER ACCOUNTING ADVICE. PRIOR TO FYE 6-30-09, HE PROVIDED THE SERVICES FOR NO FEE.No-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
Yes
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
No
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 association has members. It does not have stockholders.

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

The members elect the vice president officers, but the advisors are approved by the national association of alpha gamma delta.

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

The finance advisor is given the completed return. She reviews the 990 and related schedules for its accuracy. It is not provided to the board unless they request a copy of it.

Form 990, Part VI, Section C, Line 19

The association does not make its governing doucments or financial statements available to non-members. It does not have a conflict of interest policy. The association will make its 990 available to the public on request.

Filing and Contact Details

Filer

Filer Name
Beta Alpha Chapter of Alpha Gamma Delta
EIN
47-0090390
Phone
4024648254
Address
2541 N 50TH STREET, LINCOLN, NE 68504

Signing Officer

Name
Brenda Kaser
Title
Financial Advisor
Phone
4023106248
Signed
2019-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Kaser
Formed
1927
Legal Domicile
Ne
Voting Board Members
22
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Lutz and Company Pc
Address
13616 CALIFORNIA ST STE 300, OMAHA, NE 68154-5336
Preparer
Deyna C Rouse
Phone
4024968800
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAPTER ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1FINANCE ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2RECRUITMENT ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CAMPUS RELATIONS ADVISOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt5PROPERTY ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6ACADEMIC EXCELLENCE ADVISOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRES. ACADEMIC EXCELLENCE
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRES. RECRUITMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRES. FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRES. ADMINISTRATION
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE PRES. MEMBER EXPERIENCE
IRS990/Form990PartVIISectionAGrp/TitleTxt16VICE PRES. NEW MEMBER EXPERIENCE
IRS990/Form990PartVIISectionAGrp/TitleTxt17VICE PRES. EVENT PLANNING
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IRS990/Form990PartVIISectionAGrp/TitleTxt19VICE PRES. CAMPUS RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt20VICE PRES. PHILANTHROPY
IRS990/Form990PartVIISectionAGrp/TitleTxt21VICE PRES. CHAPTER WELLNES
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0250900
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
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IRS990/OtherExpensesGrp/Desc2MISC. CHAPTER EXPENSES
IRS990/OtherExpensesGrp/Desc3BANK SERVICE CHARGES
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IRS990/OtherExpensesGrp/TotalAmt110018
IRS990/OtherExpensesGrp/TotalAmt28870
IRS990/OtherExpensesGrp/TotalAmt38736
IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JENNIFER KASER
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgSrvcAccomActy3Grp/Desc0HOUSING 28 STUDENTS
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0309167
IRS990/ReconcilationRevenueExpnssAmt015138
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IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt023338
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt038476
IRS990/SavingsAndTempCashInvstGrp/BOYAmt018607
IRS990/SavingsAndTempCashInvstGrp/EOYAmt024632
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0KENNETH KLUCK
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0HUSBAND OF FORMER ADVISOR.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0ACCOUNTING SERVICES - KENNETH KLUCK'S CPA FIRM PREPARED THE FORM 990 FOR THE LAST YEAR AS WELL AS PROVIDE OTHER ACCOUNTING ADVICE. PRIOR TO FYE 6-30-09, HE PROVIDED THE SERVICES FOR NO FEE.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION HAS MEMBERS. IT DOES NOT HAVE STOCKHOLDERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS ELECT THE VICE PRESIDENT OFFICERS, BUT THE ADVISORS ARE APPROVED BY THE NATIONAL ASSOCIATION OF ALPHA GAMMA DELTA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCE ADVISOR IS GIVEN THE COMPLETED RETURN. SHE REVIEWS THE 990 AND RELATED SCHEDULES FOR ITS ACCURACY. IT IS NOT PROVIDED TO THE BOARD UNLESS THEY REQUEST A COPY OF IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ASSOCIATION DOES NOT MAKE ITS GOVERNING DOUCMENTS OR FINANCIAL STATEMENTS AVAILABLE TO NON-MEMBERS. IT DOES NOT HAVE A CONFLICT OF INTEREST POLICY. THE ASSOCIATION WILL MAKE ITS 990 AVAILABLE TO THE PUBLIC ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt038476
IRS990/TotalAssetsGrp/BOYAmt023338
IRS990/TotalAssetsGrp/EOYAmt038476
IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0324661
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt023338
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt038476
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0339799
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt038476
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0LINCOLN
IRS990/USAddress/StateAbbreviationCd0NE
IRS990/USAddress/ZIPCd068504
IRS990/VotingMembersGoverningBodyCnt022
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENDA KASER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL ADVISOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04023106248
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETA ALPHA CHAPTER OF ALPHA GAMMA DELTA
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0470090390
ReturnHeader/Filer/PhoneNum04024648254
ReturnHeader/Filer/USAddress/AddressLine1Txt02541 N 50TH STREET
ReturnHeader/Filer/USAddress/CityNm0LINCOLN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068504
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F0FC97A89033F996AC3A6A084906ECEDEDA1CBCB
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.51.217.130
ReturnHeader/FilingSecurityInformation/IPDt02019-10-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:42:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470625816
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUTZ AND COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013616 CALIFORNIA ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0681545336
ReturnHeader/PreparerPersonGrp/PhoneNum04024968800
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEYNA C ROUSE
ReturnHeader/ReturnTs02019-10-23T16:32:32-05:00

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.$0.07$0.07$0.41$0.87$0.46
2023Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$3.00$2.98$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$3.34$3.65$0.30
2021Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$3.52$3.20$0.32
2020Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$3.28$3.31$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$3.40$3.25$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$3.09$3.14$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.28$0.01$0.28$2.65$2.57$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.01$0.20$2.35$2.18$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.04$0.01$0.03$1.76$1.96$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.01$0.23$2.14$2.16$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.01$0.25$1.76
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.01$0.39$1.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.01$0.34$1.54