Civic Intelligence

Sigma Delta Tau Society Rho Chapter

990 • Fiscal year 2020 • EIN 63-0188910

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 17, 2020

PO Box 1880Tuscaloosa, AL 35401-1880

(205) 758-7754

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

52nd percentile

0.00x

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Net Margin

24th percentile

-14%

Higher net margin than 24% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

8th percentile

-33%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

55th percentile

-11%

Faster revenue growth than 55% of similar nonprofits.

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

Assets

Down

$59,988

Down $30,126 (-33%) from 2019

Net Assets

Down

$59,988

Down $30,126 (-33%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$219,929

Down $27,793 (-11%) from 2019

Expenses

Up

$250,055

Up $5,201 (+2.1%) from 2019

Net Income

Down

-$30,126

Down $32,994 (-1150%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $9,142Liabilities 2012: $02012Assets 2013: $20,421Liabilities 2013: $0Net Assets 2013: $20,4212013Assets 2014: $5,405Liabilities 2014: $4,481Net Assets 2014: $9242014Assets 2015: $22,400Liabilities 2015: $0Net Assets 2015: $22,4002015Assets 2016: $30,145Liabilities 2016: $560Net Assets 2016: $29,5852016Assets 2017: $67,071Liabilities 2017: $0Net Assets 2017: $67,0712017Assets 2018: $212,494Liabilities 2018: $125,248Net Assets 2018: $87,2462018Assets 2019: $90,114Liabilities 2019: $0Net Assets 2019: $90,1142019Assets 2020: $59,988Liabilities 2020: $0Net Assets 2020: $59,9882020Assets 2021: $95,301Net Assets 2021: $95,3012021Assets 2022: $116,290Liabilities 2022: $54,300Net Assets 2022: $61,9902022Assets 2023: $112,934Liabilities 2023: $9,720Net Assets 2023: $103,2142023Assets 2024: $103,737Liabilities 2024: $0Net Assets 2024: $103,7372024Assets 2025: $92,576Liabilities 2025: $0Net Assets 2025: $92,5762025

Highlighted filing

2020

Assets$59,988
Liabilities$0
Net Assets$59,988

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $57,418Expenses 2012: $59,788Net Income 2012: -$2,3702012Revenue 2013: $140,249Expenses 2013: $128,970Net Income 2013: $11,2792013Revenue 2014: $132,106Expenses 2014: $151,603Net Income 2014: -$19,4972014Revenue 2015: $180,894Expenses 2015: $159,418Net Income 2015: $21,4762015Revenue 2016: $210,168Expenses 2016: $202,983Net Income 2016: $7,1852016Revenue 2017: $260,390Expenses 2017: $222,904Net Income 2017: $37,4862017Revenue 2018: $312,244Expenses 2018: $292,069Net Income 2018: $20,1752018Revenue 2019: $247,722Expenses 2019: $244,854Net Income 2019: $2,8682019Revenue 2020: $219,929Expenses 2020: $250,055Net Income 2020: -$30,1262020Revenue 2021: $162,189Expenses 2021: $126,876Net Income 2021: $35,3132021Revenue 2022: $143,512Expenses 2022: $176,823Net Income 2022: -$33,3112022Revenue 2023: $202,361Expenses 2023: $161,137Net Income 2023: $41,2242023Revenue 2024: $123,080Expenses 2024: $122,557Net Income 2024: $5232024Revenue 2025: $141,604Expenses 2025: $152,765Net Income 2025: -$11,1612025

Highlighted filing

2020

Revenue$219,929
Expenses$250,055
Net Income-$30,126
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 17, 2020
Return Version
2019v5.0
Gross Receipts
$219,929
Mission and Program Overview

Mission

SOCIAL SORORITY

Undergraduate chapter of national collegiate social fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$90,114$59,988▼ $30,126
Savings and Temporary Cash Investments$90,114$59,283▼ $30,831
Accounts Receivable-$705-
Total Assets$90,114$59,988▼ $30,126
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$90,114$59,988▼ $30,126
Total Liabilities and Net Assets / Fund Balance$90,114$59,988▼ $30,126
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jessi WhitehurstSocial Chair
Lauren HolleyPresident
Briana HulettPanhellenic
Meredith FranklinSecretary
Alex Jo McdonoughTreasurer
Christian StarlingVP of New Me
Lindsay BallVP of Philan
Chloe MccraryVP of Recrui
Mackenzie SmithVP of Recrui
Kaitlyn FahertyVP of Schola
Christin EliaVP Sisterhoo
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$219,783
Investment Income
$146
Other Revenue
$0
Change in Net Assets
$-30,126
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$249,730
Grants and Similar Amounts Paid$325
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$69,804
Occupancy---$56,441
Other Expenses---$21,411
Fees for Services Accounting---$7,987
Office Expenses---$2,403
Fees for Services Legal---$1,402
Grants to Domestic Orgs---$325
Conferences and Meetings---$220
Total Functional Expenses$0$0$0$250,055
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
Backup withholding compliance
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
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 6

The organization consists of members who belong to a national collegiate sorority.

Form 990, Page 6, Part VI, Line 7A

Each member of the organization may elect members who will then serve over the organization as the governing body.

Form 990, Page 6, Part VI, Line 11B

The organizations executive officers review the form 990 when it is completed and if any part of the form is in question, the executive officers contact the preparer to address those questions. Should any changes need to be made on the form, these changes are promptly made and the form is reprinted for the executive officers to review. After the form is reviewed and approved, the executive officer sign the return and it is mailed or filed electronically with the irs.

Form 990, Page 6, Part VI, Line 19

All documents are available to the public between regular business hours upon request to the president or treasurer of the organization.

Filing and Contact Details

Filer

Filer Name
Sigma Delta Tau
EIN
63-0188910
Phone
2057587754
Address
PO BOX 1880, TUSCALOOSA, AL 35401-1880

Signing Officer

Name
Alex Jo Mcdonough
Title
Treasurer
Phone
3343893612
Signed
2020-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lauren Holley
Formed
1948
Legal Domicile
Al
Voting Board Members
11
Independent Board Members
0
Employees
0
Volunteers
16

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

Sigma delta tau empowers each member to reach her fullest potential by endriching the experience of women with similar ideals, building lasting relationships, promoting civic responsibility, and fostering personal graowth.

Form 990, Part IX, Line 24E

Purchase fund 15,855 0 0 bid day 6,794 0 0 building fund 5,500 0 0 chapter activities 5,275 0 0 philanthropy 4,725 0 0 rush 4,436 0 0 chapter supplies 3,791 0 0 credit card discounts 3,555 0 0 officer budgets 3,154 0 0 homecoming 2,986 0 0 parents weekend 2,534 0 0 recording secretary 1,719 0 0 alumni relations 1,476 0 0 composite 1,471 0 0 panhellenic 1,471 0 0 dues 1,349 0 0 scholarship 1,223 0 0 other 892 0 0 chapter operations 477 0 0 chapter initiation 438 0 0 alumni event 387 0 0 storage & equipment 296 0 0 total 69,804 0 0

Raw XML Appendix312 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/Form990PartVIISectionAGrp/TitleTxt0VP OF PHILAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP SISTERHOO
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP OF SCHOLA
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5PANHELLENIC
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP OF RECRUI
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP OF RECRUI
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP OF NEW ME
IRS990/Form990PartVIISectionAGrp/TitleTxt10SOCIAL CHAIR
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IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
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IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0SIGMA DELTA TAU EMPOWERS EACH MEMBER TO REACH HER FULLEST POTENTIAL BY ENDRICHING THE EXPERIENCE OF WOMEN WITH SIMILAR IDEALS, BUILDING LASTING RELATIONSHIPS, PROMOTING CIVIC RESPONSIBILITY, AND FOSTERING PERSONAL GRAOWTH.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SIGMA DELTA TAU EMPOWERS EACH MEMBER TO REACH HER FULLEST POTENTIAL BY ENDRICHING THE EXPERIENCE OF WOMEN WITH SIMILAR IDEALS, BUILDING LASTING RELATIONSHIPS, PROMOTING CIVIC RESPONSIBILITY, AND FOSTERING PERSONAL GRAOWTH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION CONSISTS OF MEMBERS WHO BELONG TO A NATIONAL COLLEGIATE SORORITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH MEMBER OF THE ORGANIZATION MAY ELECT MEMBERS WHO WILL THEN SERVE OVER THE ORGANIZATION AS THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATIONS EXECUTIVE OFFICERS REVIEW THE FORM 990 WHEN IT IS COMPLETED AND IF ANY PART OF THE FORM IS IN QUESTION, THE EXECUTIVE OFFICERS CONTACT THE PREPARER TO ADDRESS THOSE QUESTIONS. SHOULD ANY CHANGES NEED TO BE MADE ON THE FORM, THESE CHANGES ARE PROMPTLY MADE AND THE FORM IS REPRINTED FOR THE EXECUTIVE OFFICERS TO REVIEW. AFTER THE FORM IS REVIEWED AND APPROVED, THE EXECUTIVE OFFICER SIGN THE RETURN AND IT IS MAILED OR FILED ELECTRONICALLY WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC BETWEEN REGULAR BUSINESS HOURS UPON REQUEST TO THE PRESIDENT OR TREASURER OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PURCHASE FUND 15,855 0 0 BID DAY 6,794 0 0 BUILDING FUND 5,500 0 0 CHAPTER ACTIVITIES 5,275 0 0 PHILANTHROPY 4,725 0 0 RUSH 4,436 0 0 CHAPTER SUPPLIES 3,791 0 0 CREDIT CARD DISCOUNTS 3,555 0 0 OFFICER BUDGETS 3,154 0 0 HOMECOMING 2,986 0 0 PARENTS WEEKEND 2,534 0 0 RECORDING SECRETARY 1,719 0 0 ALUMNI RELATIONS 1,476 0 0 COMPOSITE 1,471 0 0 PANHELLENIC 1,471 0 0 DUES 1,349 0 0 SCHOLARSHIP 1,223 0 0 OTHER 892 0 0 CHAPTER OPERATIONS 477 0 0 CHAPTER INITIATION 438 0 0 ALUMNI EVENT 387 0 0 STORAGE & EQUIPMENT 296 0 0 TOTAL 69,804 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 24E
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0250055
IRS990/TotalGrossUBIAmt0146
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt090114
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt059988
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt010735
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt010735
IRS990/TotalProgramServiceRevenueAmt0219783
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0219783
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0219929
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0146
IRS990/TotalVolunteersCnt016
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt090114
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt059988
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01831 UNIVERSITY STATION MSC870418
IRS990/USAddress/CityNm0TUSCALOOSA
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035487
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.ALABAMASIGDELT.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEX JO MCDONOUGH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03343893612
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA DELTA TAU
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RHO CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0630188910
ReturnHeader/Filer/PhoneNum02057587754
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/Filer/USAddress/CityNm0TUSCALOOSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0354011880
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0656A166EB08BA418FA701FF3DAEBE8B43F109428
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E87A2A8D00DBB1441EA725B0EB803893E6702355
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-10-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:43:41
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/PreparationDt02020-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BREWER
ReturnHeader/ReturnTs02020-10-18T16:43:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$1.42$1.53$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$1.23$1.23$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.10$1.03$2.02$1.61$0.41
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.54$0.62$1.44$1.77$0.33
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.95$1.62$1.27$0.35
2020Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$2.20$2.50$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$2.48$2.45$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.12$1.25$0.87$3.12$2.92$0.20
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$2.60$2.23$0.37
2016Detailed filing. Detailed filing data is available for this year.$0.30$0.01$0.30$2.10$2.03$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$1.81$1.59$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.04$0.01$1.32$1.52$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.00$0.20$1.40$1.29$0.11
2012Summary only. Only limited summary data is available for this year.$0.09$0.00$0.57$0.60$0.02