Civic Intelligence

Alpha XI Delta Fraternity Rho Chapter

990 • Fiscal year 2019 • EIN 47-0090445

Jun 01, 2018 to May 31, 2019 • Filed on Mar 16, 2020

Organization ProfileALPHAXIDELTARHO.WORDPRESS.COM
8702 Founders RoadIndianapolis, IN 46268

(402) 212-2213

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

24th percentile

0.00x

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

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Net Margin

38th percentile

0.8%

Higher net margin than 38% of similar nonprofits.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets24th percentile

Assets

$65,616

No earlier filing loaded for comparison.

Net Assets

$65,616

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin38th percentile

Revenue

$670,909

No earlier filing loaded for comparison.

Expenses

$665,731

No earlier filing loaded for comparison.

Net Income

$5,178

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2019: $65,616Liabilities 2019: $0Net Assets 2019: $65,6162019Assets 2020: $41,657Liabilities 2020: $0Net Assets 2020: $41,6572020Assets 2021: $83,582Liabilities 2021: $0Net Assets 2021: $83,5822021Assets 2022: $93,396Liabilities 2022: $0Net Assets 2022: $93,3962022Assets 2023: $63,737Liabilities 2023: $0Net Assets 2023: $63,7372023Assets 2024: $70,879Liabilities 2024: $0Net Assets 2024: $70,8792024

Highlighted filing

2019

Assets$65,616
Liabilities$0
Net Assets$65,616
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KRevenue 2019: $670,909Expenses 2019: $665,731Net Income 2019: $5,1782019Revenue 2020: $625,598Expenses 2020: $649,557Net Income 2020: -$23,9592020Revenue 2021: $520,446Expenses 2021: $478,521Net Income 2021: $41,9252021Revenue 2022: $610,635Expenses 2022: $600,821Net Income 2022: $9,8142022Revenue 2023: $665,785Expenses 2023: $682,321Net Income 2023: -$16,5362023Revenue 2024: $552,064Expenses 2024: $544,922Net Income 2024: $7,1422024

Highlighted filing

2019

Revenue$670,909
Expenses$665,731
Net Income$5,178
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Mar 16, 2020
Return Version
2018v3.2
Gross Receipts
$673,685
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.

Local chapter of a national collegiate social fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$60,438$65,616▲ $5,178
Rtn Earn Endowment Incm Other Fnds$60,438$65,616▲ $5,178
Total Assets$60,438$65,616▲ $5,178
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$60,438$65,616▲ $5,178
Total Liabilities and Net Assets / Fund Balance$60,438$65,616▲ $5,178
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Keland PotthoffPresident
Jena JacobsChapter Life
Ann SullivanFinance & Op
Bianca RiveraMembership V
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$671,982
Investment Income
$0
Other Revenue
$-1,073
Change in Net Assets
$5,178
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$645,882
Grants and Similar Amounts Paid$19,849
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$471,226
Other Expenses---$26,703
Grants to Domestic Orgs---$19,849
All Other Expenses---$3,111
Conferences and Meetings---$1,194
Total Functional Expenses$0$0$0$665,731
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Autism SpeaksNew York, NY--$18,798
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$2,776
Fundraising Gross Income$1,703
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 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 11B

“The organization's form 990 is prepared by an accountant experienced in the area of non-profit taxation. The board makes a cursory reveiw of the return to make sure no material omissions or misstatements are made on the return before it is filed. Once approved, the return is signed by an authorized agent and filed.”

Form 990, Page 6, Part VI, Line 19

“Upon request, within one week of request.”

Filing and Contact Details

Filer

Filer Name
Alpha Xi Delta Fraternity
EIN
47-0090445
Address
8702 FOUNDERS ROAD, INDIANAPOLIS, IN 46268

Signing Officer

Name
Keland Potthoff
Title
President
Phone
4022122213
Signed
2020-03-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Sullivan
Formed
1912
Legal Domicile
Ne
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
20

Preparer

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

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

Raw XML Appendix257 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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IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAPTER LIFE
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IRS990/FundraisingDirectExpensesAmt02776
IRS990/FundraisingGrossIncomeAmt01703
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticOrgsGrp/TotalAmt019849
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd0false
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ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-16
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ReturnHeader/ReturnTs02020-03-19T15:00:16-05:00
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ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,616
Liabilities
$0
Net assets
$65,616
Revenue
$670,909
Expenses
$665,731
Net income
$5,178
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$5.52$5.45$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$6.66$6.82$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$6.11$6.01$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$5.20$4.79$0.42
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.00$0.42$6.26$6.50$0.24
2019Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$6.71$6.66$0.05