Civic Intelligence

Alpha XI Delta Fraternity Rho Chapter

990 • Fiscal year 2021 • EIN 47-0090445

Jun 01, 2020 to May 31, 2021 • Filed on Dec 16, 2021

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

(970) 275-8114

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

27th percentile

0.00x

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

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Net Margin

47th percentile

8.1%

Higher net margin than 47% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Asset Growth

97th percentile

101%

Faster asset growth than 97% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

14th percentile

-17%

Faster revenue growth than 14% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$83,582

Up $41,925 (+101%) from 2020

Net Assets

Up

$83,582

Up $41,925 (+101%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin47th percentile

Revenue

Down

$520,446

Down $105,152 (-17%) from 2020

Expenses

Down

$478,521

Down $171,036 (-26%) from 2020

Net Income

Up

$41,925

Up $65,884 (+275%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

2021

Assets$83,582
Liabilities$0
Net Assets$83,582
Open 2021 Filing

Operations Trend

Revenue Growth14th percentile

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

2021

Revenue$520,446
Expenses$478,521
Net Income$41,925
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Dec 16, 2021
Return Version
2020v4.0
Gross Receipts
$520,866
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$41,657$83,582▲ $41,925
Rtn Earn Endowment Incm Other Fnds$41,657$83,582▲ $41,925
Total Assets$41,657$83,582▲ $41,925
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$41,657$83,582▲ $41,925
Total Liabilities and Net Assets / Fund Balance$41,657$83,582▲ $41,925
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
Linden BarnettPresident
Stella LepkowskiChapter Life
Lisa PetersonFinance & Op
Marlee BusbyMembership V
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$519,114
Investment Income
$0
Other Revenue
$1,332
Change in Net Assets
$41,925
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$467,275
Grants and Similar Amounts Paid$11,246
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$316,649
Grants to Domestic Orgs---$11,246
Other Expenses---$6,896
Total Functional Expenses$0$0$0$478,521
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Autism SpeaksNew York, NY-Philanthropic Contr$11,246
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,752
Fundraising Direct Expenses$420
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 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
Phone
9702758114
Address
8702 FOUNDERS ROAD, INDIANAPOLIS, IN 46268

Signing Officer

Name
Linden Barnett
Title
President
Phone
9702758114
Signed
2021-12-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Peterson
Formed
1912
Legal Domicile
Ne
Voting Board Members
8
Independent Board Members
0
Employees
0

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 - 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 Appendix252 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/BooksInCareOfDetail/PhoneNum09702758114
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBERSHIP V
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAPTER LIFE
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IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01912
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IRS990/FundraisingDirectExpensesAmt0420
IRS990/FundraisingGrossIncomeAmt01752
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticOrgsGrp/TotalAmt011246
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0520866
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IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/InitiationFeesAndCapContriAmt06815
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NE
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetAssetsOrFundBalancesBOYAmt041657
IRS990/NetAssetsOrFundBalancesEOYAmt083582
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0316649
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IRS990/Organization501cInd0X
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IRS990/OtherExpensesGrp/TotalAmt067664
IRS990/OtherExpensesGrp/TotalAmt147566
IRS990/OtherExpensesGrp/TotalAmt228500
IRS990/OtherExpensesGrp/TotalAmt36896
IRS990/OtherWebsiteInd0X
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IRS990/ProfessionalFundraisingInd0false
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IRS990ScheduleI/RecipientTable/CashGrantAmt011246
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PHILANTHROPIC CONTR
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt04TH FLOOR
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ReturnHeader/Filer/EIN0470090445
ReturnHeader/Filer/PhoneNum09702758114
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ReturnHeader/Filer/USAddress/ZIPCd046268
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BREWER
ReturnHeader/ReturnTs02022-01-11T13:28:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LINDEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARNETT
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,582
Liabilities
$0
Net assets
$83,582
Revenue
$520,446
Expenses
$478,521
Net income
$41,925
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
2021Detailed filing. Detailed filing data is available for this year.$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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$6.71$6.66$0.05