Civic Intelligence

Alpha Gamma Delta Fraternity Kappa Epsilon Chapter

990 • Fiscal year 2019 • EIN 61-1812163

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 01, 2019

415 N Guadalupe St Pmb 314San Marcos, TX 78666

(512) 656-3707

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

78th percentile

15%

Higher net margin than 78% 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

97th percentile

157%

Faster asset growth than 97% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

96th percentile

83%

Faster revenue growth than 96% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$54,531

Up $33,323 (+157%) from 2018

Net Assets

Up

$54,531

Up $33,323 (+157%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$221,479

Up $100,471 (+83%) from 2018

Expenses

Up

$188,156

Up $40,688 (+28%) from 2018

Net Income

Up

$33,323

Up $59,783 (+226%) from 2018

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2017: $47,668Liabilities 2017: $0Net Assets 2017: $47,6682017Assets 2018: $21,208Liabilities 2018: $0Net Assets 2018: $21,2082018Assets 2019: $54,531Liabilities 2019: $0Net Assets 2019: $54,5312019Assets 2020: $74,827Liabilities 2020: $0Net Assets 2020: $74,8272020Assets 2021: $115,955Liabilities 2021: $0Net Assets 2021: $115,9552021Assets 2022: $116,467Liabilities 2022: $13,756Net Assets 2022: $102,7112022Assets 2023: $93,678Liabilities 2023: $22,491Net Assets 2023: $71,1872023Assets 2024: $85,281Liabilities 2024: $21,176Net Assets 2024: $64,1052024Assets 2025: $92,372Liabilities 2025: $30,236Net Assets 2025: $62,1362025

Highlighted filing

2019

Assets$54,531
Liabilities$0
Net Assets$54,531

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2017: $131,786Expenses 2017: $84,118Net Income 2017: $47,6682017Revenue 2018: $121,008Expenses 2018: $147,468Net Income 2018: -$26,4602018Revenue 2019: $221,479Expenses 2019: $188,156Net Income 2019: $33,3232019Revenue 2020: $194,905Expenses 2020: $174,609Net Income 2020: $20,2962020Revenue 2021: $177,944Expenses 2021: $136,816Net Income 2021: $41,1282021Revenue 2022: $71,126Expenses 2022: $61,676Net Income 2022: $9,4502022Revenue 2023: $209,150Expenses 2023: $240,674Net Income 2023: -$31,5242023Revenue 2024: $249,140Expenses 2024: $251,364Net Income 2024: -$2,2242024Revenue 2025: $206,612Expenses 2025: $208,581Net Income 2025: -$1,9692025

Highlighted filing

2019

Revenue$221,479
Expenses$188,156
Net Income$33,323
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 1, 2019
Return Version
2018v3.1
Gross Receipts
$221,479
Mission and Program Overview

Mission

The organization is a local chapter of national collegiate social fraternity whose purpose is to provide meals, housing and social programs for the local social fraternity members.

Local chapter of national collegiate social fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$21,208$54,531▲ $33,323
Rtn Earn Endowment Incm Other Fnds$21,208$54,531▲ $33,323
Total Assets$21,208$54,531▲ $33,323
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$21,208$54,531▲ $33,323
Total Liabilities and Net Assets / Fund Balance$21,208$54,531▲ $33,323
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ana Castillo-alanizAssist. Director
Haley HirschfieldDirector Academi
Elizabeth SvatekDirector Activit
Lucy SwanDirector Communi
Teona DimitrovskaDirector Communi
Lauren MainDirector Leaders
Jaiden AlleyDirector Merchan
Sydney AnthonyDirector New Mem
Cindy MoralesDirector of
Katy AbeteDirector Senior
Meghan LoweDirector Sisterh
Elise SetteDirector Social
Arleth VelerosDirector Sophomo
Ella ParrDirector Special
Catherine MillerChapter Pres
Vanessa CanfieldFinance Advi
Serra HolthausVP Academic
Kayley SkeltonVP Administr
Hannah FontenotVP Campus Re
Chelsea ChaseVP Chapter W
Hannah ChetwoodVP Event Pla
Raquel HebertVP Finance
Jenifer IrahetaVP Marketing
Aurora HuetwohlVP Member Ex
Virginia WilsonVP New Membe
Angelina NastasiVP Philanthr
Gillian McdonaldVP Recruitme
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$221,325
Investment Income
$124
Other Revenue
$30
Change in Net Assets
$33,323
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$182,368
Grants and Similar Amounts Paid$5,788
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$12,214
Grants to Domestic Orgs---$5,788
Fees for Services Accounting---$5,631
Other Expenses---$4,707
Conferences and Meetings---$1,384
Total Functional Expenses$0$0$0$188,156
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Gamma Delta FoundationIndianapolis, IN--$5,788
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$30
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
Backup withholding compliance
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
No
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 990 is prepared by an individual experienced in 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 authrorized 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 Gamma Delta Fraternity
EIN
61-1812163
Phone
5126563707
Address
415 N GUADALUPE ST PMB 314, SAN MARCOS, TX 78666

Signing Officer

Name
Vanessa Canfield
Title
Finance Advisor
Phone
4057785376
Signed
2019-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Raquel Hebert
Legal Domicile
TX
Voting Board Members
27
Independent Board Members
0
Employees
0
Volunteers
58

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
John T Murdock
Phone
2057587754
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Alpha gamma delta is an international women's fraternity that promotes academic excellence, philanthropic giving, ongoing leadership and personal development and above all, a spirit of loving sisterhood. Guided by our purpose, alpha gamma deltas strive to attain a higher standard, thereby improving their lives, the lives of those around them, and the communities in which they live. Together, we continually work to: inspire the woman. Impact the world.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0FINANCE ADVI
IRS990/Form990PartVIISectionAGrp/TitleTxt1ASSIST. DIR.
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAPTER PRES
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIR. ACADEMI
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIR. ACTIVIT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIR. COMMUNI
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIR. COMMUNI
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIR. LEADERS
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIR. MERCHAN
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIR. NEW MEM
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR OF
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIR. SENIOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIR. SISTERH
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIR. SOCIAL
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIR. SOPHOMO
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIR. SPECIAL
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP ACADEMIC
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP ADMINISTR
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP CAMPUS RE
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP CHAPTER W
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP EVENT PLA
IRS990/Form990PartVIISectionAGrp/TitleTxt21VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt22VP MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt23VP MEMBER EX
IRS990/Form990PartVIISectionAGrp/TitleTxt24VP NEW MEMBE
IRS990/Form990PartVIISectionAGrp/TitleTxt25VP PHILANTHR
IRS990/Form990PartVIISectionAGrp/TitleTxt26VP RECRUITME
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IRS990/MissionDesc0ALPHA GAMMA DELTA IS AN INTERNATIONAL WOMEN'S FRATERNITY THAT PROMOTES ACADEMIC EXCELLENCE, PHILANTHROPIC GIVING, ONGOING LEADERSHIP AND PERSONAL DEVELOPMENT AND ABOVE ALL, A SPIRIT OF LOVING SISTERHOOD. GUIDED BY OUR PURPOSE, ALPHA GAMMA DELTAS STRIVE TO ATTAIN A HIGHER STANDARD, THEREBY IMPROVING THEIR LIVES, THE LIVES OF THOSE AROUND THEM, AND THE COMMUNITIES IN WHICH THEY LIVE. TOGETHER, WE CONTINUALLY WORK TO: INSPIRE THE WOMAN. IMPACT THE WORLD.
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IRS990/OtherExpensesGrp/TotalAmt25750
IRS990/OtherExpensesGrp/TotalAmt34707
IRS990/OtherWebsiteInd0X
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IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc1RESERVE
IRS990/ProgramServiceRevenueGrp/Desc2OCCUPANCY
IRS990/ProgramServiceRevenueGrp/Desc3OTHER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0191524
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt110924
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt210588
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt38289
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0191524
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt05788
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALPHA GAMMA DELTA FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0352057322
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt08710 N MERIDIAN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0INDIANAPOLIS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd046260
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALPHA GAMMA DELTA IS AN INTERNATIONAL WOMEN'S FRATERNITY THAT PROMOTES ACADEMIC EXCELLENCE, PHILANTHROPIC GIVING, ONGOING LEADERSHIP AND PERSONAL DEVELOPMENT AND ABOVE ALL, A SPIRIT OF LOVING SISTERHOOD. GUIDED BY OUR PURPOSE, ALPHA GAMMA DELTAS STRIVE TO ATTAIN A HIGHER STANDARD, THEREBY IMPROVING THEIR LIVES, THE LIVES OF THOSE AROUND THEM, AND THE COMMUNITIES IN WHICH THEY LIVE. TOGETHER, WE CONTINUALLY WORK TO: INSPIRE THE WOMAN. IMPACT THE WORLD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S 990 IS PREPARED BY AN INDIVIDUAL EXPERIENCED IN 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 AUTHRORIZED AGENT AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST WITHIN ONE WEEK OF REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0188156
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt021208
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt054531
IRS990/TotalProgramServiceRevenueAmt0221325
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0221449
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0221479
IRS990/TotalVolunteersCnt058
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt021208
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt054531
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0302 STUDENT CENTER DRIVE
IRS990/USAddress/CityNm0SAN MARCOS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078666
IRS990/VotingMembersGoverningBodyCnt027
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0HTTP://TXSTATE.ALPHAGAMMADELTA
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VANESSA CANFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE ADVISOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04057785376
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA GAMMA DELTA FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0KAPPA EPSILON CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0611812163
ReturnHeader/Filer/PhoneNum05126563707
ReturnHeader/Filer/USAddress/AddressLine1Txt0415 N GUADALUPE ST PMB 314
ReturnHeader/Filer/USAddress/CityNm0SAN MARCOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078666
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId018228F2E8FBBBE70C54195F736225BA0BDC5D362
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09D61C1A671BE7FCC929723CC6F6D54CF85FE3DF4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02019-11-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:50:48
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN T MURDOCK
ReturnHeader/ReturnTs02019-11-04T09:50:48-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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