Civic Intelligence

Alpha XI Delta Fraternity

990 • Fiscal year 2021 • EIN 61-1795123

Jun 01, 2020 to May 31, 2021 • Filed on Sep 21, 2021

8702 Founders RoadIndianapolis, IN 46268

(206) 240-7343

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

32nd percentile

1.3%

Higher net margin than 32% 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

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Assets

$58,052

No earlier filing loaded for comparison.

Net Assets

$58,052

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$750,623

No earlier filing loaded for comparison.

Expenses

$740,800

No earlier filing loaded for comparison.

Net Income

$9,823

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2021: $58,052Liabilities 2021: $0Net Assets 2021: $58,0522021Assets 2022: $61,647Liabilities 2022: $0Net Assets 2022: $61,6472022Assets 2023: $57,740Liabilities 2023: $0Net Assets 2023: $57,7402023Assets 2024: $7,001,250Liabilities 2024: $3,345,539Net Assets 2024: $3,655,7112024

Highlighted filing

2021

Assets$58,052
Liabilities$0
Net Assets$58,052

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2021: $750,623Expenses 2021: $740,800Net Income 2021: $9,8232021Revenue 2022: $1,039,260Expenses 2022: $1,035,665Net Income 2022: $3,5952022Revenue 2023: $1,069,686Expenses 2023: $1,073,593Net Income 2023: -$3,9072023Revenue 2024: $1,224,945Expenses 2024: $1,066,760Net Income 2024: $158,1852024

Highlighted filing

2021

Revenue$750,623
Expenses$740,800
Net Income$9,823
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Sep 21, 2021
Return Version
2020v4.0
Gross Receipts
$750,623
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$48,229$58,052▲ $9,823
Rtn Earn Endowment Incm Other Fnds$48,229$58,052▲ $9,823
Total Assets$48,229$58,052▲ $9,823
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$48,229$58,052▲ $9,823
Total Liabilities and Net Assets / Fund Balance$48,229$58,052▲ $9,823
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mary ZisetteChapter Life
Lara YusemChapter Pres
Emily ReidFinance & Op
Lindsay ThomasMembership V
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$750,623
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$9,823
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$740,800
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$604,437
Other Expenses---$19,886
All Other Expenses---$9,004
Conferences and Meetings---$400
Total Functional Expenses$0$0$0$740,800
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 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 professional with experience in the area of non-profit taxation. The board performs a cursory review of the return to make sure no material ommissions or misstatements are made 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
61-1795123
Phone
2062407343
Address
8702 FOUNDERS ROAD, INDIANAPOLIS, IN 46268

Signing Officer

Name
Lara Yusem
Title
Chapter President
Signed
2021-09-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Emily Reid
Formed
1907
Legal Domicile
Wa
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
15

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.

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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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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