Civic Intelligence

Alpha Delta Phi University of Washington

990 • Fiscal year 2020 • EIN 47-2057266

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

Organization ProfileALPHADELT.ORG
PO Box 301Edmonds, WA 98020

(206) 948-6097

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

25th percentile

0.00x

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

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Net Margin

43rd percentile

1.5%

Higher net margin than 43% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

71st percentile

8.0%

Faster asset growth than 71% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-28%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$109,848

Up $8,123 (+8.0%) from 2019

Net Assets

Up

$109,848

Up $8,123 (+8.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin43rd percentile

Revenue

Down

$553,812

Down $216,975 (-28%) from 2019

Expenses

Down

$545,689

Down $235,905 (-30%) from 2019

Net Income

Up

$8,123

Up $18,930 (+175%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$300K$200K$100K$0Assets 2017: $103,998Liabilities 2017: $23,100Net Assets 2017: $80,8982017Assets 2018: $112,532Liabilities 2018: $0Net Assets 2018: $112,5322018Assets 2019: $101,725Liabilities 2019: $0Net Assets 2019: $101,7252019Assets 2020: $109,848Liabilities 2020: $0Net Assets 2020: $109,8482020Assets 2021: $97,173Liabilities 2021: $0Net Assets 2021: $97,1732021Assets 2022: $200,042Liabilities 2022: $0Net Assets 2022: $200,0422022Assets 2023: $115,165Liabilities 2023: $0Net Assets 2023: $115,1652023Assets 2024: $109,901Liabilities 2024: $0Net Assets 2024: $109,9012024Assets 2025: $231,919Liabilities 2025: $0Net Assets 2025: $231,9192025

Highlighted filing

2020

Assets$109,848
Liabilities$0
Net Assets$109,848
Open 2020 Filing

Operations Trend

Revenue Growth21st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2017: $724,842Expenses 2017: $732,360Net Income 2017: -$7,5182017Revenue 2018: $811,706Expenses 2018: $803,172Net Income 2018: $8,5342018Revenue 2019: $770,787Expenses 2019: $781,594Net Income 2019: -$10,8072019Revenue 2020: $553,812Expenses 2020: $545,689Net Income 2020: $8,1232020Revenue 2021: $627,297Expenses 2021: $639,972Net Income 2021: -$12,6752021Revenue 2022: $778,102Expenses 2022: $675,233Net Income 2022: $102,8692022Revenue 2023: $945,260Expenses 2023: $1,030,137Net Income 2023: -$84,8772023Revenue 2024: $1,183,001Expenses 2024: $1,188,265Net Income 2024: -$5,2642024Revenue 2025: $1,285,359Expenses 2025: $1,163,341Net Income 2025: $122,0182025

Highlighted filing

2020

Revenue$553,812
Expenses$545,689
Net Income$8,123
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jul 30, 2020
Return Version
2019v5.0
Gross Receipts
$553,812
Mission and Program Overview

Mission

Maintain the high ideals and standards of the alpha delta phi fraternity. Many hands, one heart.

Undergraduate chapter of a national collegiate social fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$101,725$109,848▲ $8,123
Rtn Earn Endowment Incm Other Fnds$101,725$109,848▲ $8,123
Total Assets$101,725$109,848▲ $8,123
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$101,725$109,848▲ $8,123
Total Liabilities and Net Assets / Fund Balance$101,725$109,848▲ $8,123
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Brooks LierlePresident
Grant OsbergAlumni Advis
Thomas MccoyHouse Manage
Nicholas SwedinRisk Manager
John LuskSecretary
Noah ArrickTreasurer
Carson CoeVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$553,812
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$8,123
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$464,643
Salaries, Compensation, and Employee Benefits$81,046
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$206,459
Other Salaries and Wages---$60,535
Other Expenses---$30,775
Payroll Taxes---$20,511
Office Expenses---$16,275
Fees for Services Accounting---$7,578
Travel---$1,620
Conferences and Meetings---$775
Total Functional Expenses$0$0$0$545,689
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
Backup withholding compliance
No
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 accounting service experienced in the area of non-profit taxation.the board makes a cursory review 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 Delta Phi
EIN
47-2057266
Phone
2069486097
Address
PO BOX 301, EDMONDS, WA 98020

Signing Officer

Name
Grant Osberg
Title
Alumni Advisor
Phone
2069486097
Signed
2020-07-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brooks Lierle
Formed
2014
Legal Domicile
Wa
Voting Board Members
6
Independent Board Members
0
Employees
1
Volunteers
13

Preparer

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

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$109,848
Liabilities
$0
Net assets
$109,848
Revenue
$553,812
Expenses
$545,689
Net income
$8,123
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$1.29$1.16$0.12
2024Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$1.18$1.19$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.95$1.03$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.78$0.68$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.63$0.64$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.55$0.55$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.77$0.78$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.81$0.80$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.02$0.08$0.72$0.73$0.01