Civic Intelligence

Alpha XI Delta Fraternity Gamma Beta Chapter

990 • Fiscal year 2019 • EIN 55-6037100

Jun 01, 2018 to May 31, 2019 • Filed on Apr 15, 2020

Organization ProfileMARSHALL.ALPHAXIDELTA.ORG
8702 Founders RoadIndianapolis, IN 46268

(304) 964-4047

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

36th percentile

-1.5%

Higher net margin than 36% 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

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 / Assets53rd percentile

Assets

Flat

$6,134

Flat from 2019

Net Assets

Flat

$6,134

Flat from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin36th percentile

Revenue

Flat

$209,085

Flat from 2019

Expenses

Flat

$212,134

Flat from 2019

Net Income

Flat

-$3,049

Flat from 2019

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15K$10K$5.0K$0Assets 2019: $6,134Liabilities 2019: $0Net Assets 2019: $6,1342019Assets 2019: $6,134Liabilities 2019: $0Net Assets 2019: $6,1342019Assets 2020: $7,043Net Assets 2020: $7,0432020Assets 2021: $10,603Liabilities 2021: $02021Assets 2022: $12,874Net Assets 2022: $12,8742022Assets 2023: $8,120Liabilities 2023: $02023Assets 2024: $3,677Liabilities 2024: $0Net Assets 2024: $3,6772024

Highlighted filing

2019

Assets$6,134
Liabilities$0
Net Assets$6,134
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2019: $209,085Expenses 2019: $212,134Net Income 2019: -$3,0492019Revenue 2019: $209,085Expenses 2019: $212,134Net Income 2019: -$3,0492019Revenue 2020: $139,838Expenses 2020: $138,929Net Income 2020: $9092020Revenue 2021: $101,595Expenses 2021: $94,635Net Income 2021: $6,9602021Revenue 2022: $178,240Expenses 2022: $175,969Net Income 2022: $2,2712022Revenue 2023: $198,091Expenses 2023: $207,242Net Income 2023: -$9,1512023Revenue 2024: $210,039Expenses 2024: $214,482Net Income 2024: -$4,4432024

Highlighted filing

2019

Revenue$209,085
Expenses$212,134
Net Income-$3,049
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Apr 15, 2020
Return Version
2018v3.2
Gross Receipts
$209,085
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 national collegiate social fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$9,183$6,134▼ $3,049
Rtn Earn Endowment Incm Other Fnds$9,183$6,134▼ $3,049
Total Assets$9,183$6,134▼ $3,049
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,183$6,134▼ $3,049
Total Liabilities and Net Assets / Fund Balance$9,183$6,134▼ $3,049
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Chloe RiffeChapter Life
Grace EdmundsChapter Pres
Holly EdwardsFinance & Op
Payton MorroneMembership V
Revenue and Support

Revenue Composition

Contributions and Grants
$88
Program Service Revenue
$208,997
Investment Income
$0
Other Revenue
$0
All Other Contributions
$88
Change in Net Assets
$-3,049
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$209,208
Grants and Similar Amounts Paid$2,926
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$158,437
Other Expenses---$3,632
Grants to Domestic Orgs---$2,926
All Other Expenses---$1,270
Conferences and Meetings---$78
Total Functional Expenses$0$0$0$212,134
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 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 review of the return to make sure no material omissions or misstatments 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
55-6037100
Address
8702 FOUNDERS ROAD, INDIANAPOLIS, IN 46268

Signing Officer

Name
Grace Edmunds
Title
Chapter President
Signed
2020-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Holly Edwards
Formed
1950
Legal Domicile
Wv
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
48

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 Appendix247 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/AllOtherContributionsAmt088
IRS990/AllOtherExpensesGrp/TotalAmt01270
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0HOLLY EDWARDS
IRS990/BooksInCareOfDetail/PhoneNum03049644047
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01645 5TH AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0HUNTINGTON
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IRS990/ConflictOfInterestPolicyInd0true
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IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0209208
IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt0-3049
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0212134
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0209085
IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/Desc0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS - TOTAL OF 51 MEMBERS FOR THE YEAR.
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IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
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IRS990/Form990PartVIISectionAGrp/PersonNm2HOLLY EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm3PAYTON MORRONE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAPTER LIFE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAPTER PRES
IRS990/Form990PartVIISectionAGrp/TitleTxt2FINANCE & OP
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBERSHIP V
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01950
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02926
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0209085
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitiationFeesAndCapContriAmt02940
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WV
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt09183
IRS990/NetAssetsOrFundBalancesEOYAmt06134
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0158437
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0RECRUITMENT AND SOCIAL
IRS990/OtherExpensesGrp/Desc1CHAPTER DUES AND FEES
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/TotalAmt019588
IRS990/OtherExpensesGrp/TotalAmt118245
IRS990/OtherExpensesGrp/TotalAmt27958
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IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0HOLLY EDWARDS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0GROSS RENTS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2COLLECTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0165748
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt143099
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt143099
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2150
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYOtherExpensesAmt0311136
IRS990/PYProgramServiceRevenueAmt0307526
IRS990/PYRevenuesLessExpensesAmt0-3610
IRS990/PYTotalExpensesAmt0311136
IRS990/PYTotalRevenueAmt0307526
IRS990/ReconcilationRevenueExpnssAmt0-3049
IRS990/RegularMonitoringEnfrcInd0false
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt09183
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IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S FORM 990 IS PREPARED BY AN ACCOUNTANT EXPERIENCED IN THE AREA OF NON-PROFIT TAXATION. THE BOARD MAKES A CURSORY REVIEW OF THE RETURN TO MAKE SURE NO MATERIAL OMISSIONS OR MISSTATMENTS ARE MADE ON THE RETURN BEFORE IT IS FILED. ONCE APPROVED, THE RETURN IS SIGNED BY AN AUTHORIZED AGENT AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST, WITHIN ONE WEEK OF REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAPTER PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA XI DELTA FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GAMMA BETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
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ReturnHeader/FilingSecurityInformation/IPDt02020-03-11
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ReturnHeader/FilingSecurityInformation/IPTm013:04:49
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH M BREWER
ReturnHeader/ReturnTs02020-03-11T13:04:49-05:00
ReturnHeader/ReturnTypeCd0990
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
$6,134
Liabilities
$0
Net assets
$6,134
Revenue
$209,085
Expenses
$212,134
Net income
-$3,049
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$2.10$2.14$0.04
2023Summary only. Only limited summary data is available for this year.$0.08$0.00$1.98$2.07$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.13$1.78$1.76$0.02
2021Summary only. Only limited summary data is available for this year.$0.11$0.00$1.02$0.95$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.07$1.40$1.39$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$2.09$2.12$0.03
2019Summary only. Only limited summary data is available for this year.$0.06$0.00$0.06$2.09$2.12$0.03