Civic Intelligence

Alpha Gamma Delta Fraternity

990EZ • Fiscal year 2016 • EIN 63-0767339

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 08, 2016

PO Box 244023Montgomery, AL 36124

(334) 558-8733

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.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

53rd percentile

0.00x

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Net Margin

17th percentile

-11%

Higher net margin than 17% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

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

Source year 2016

Revenue Growth

Score unavailable

No value available

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

Source year 2016

Assets

$25,642

No earlier filing loaded for comparison.

Net Assets

$25,642

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$70,456

No earlier filing loaded for comparison.

Expenses

$78,121

No earlier filing loaded for comparison.

Net Income

-$7,665

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.

$30K$20K$10K$0Assets 2016: $25,642Liabilities 2016: $0Net Assets 2016: $25,6422016Assets 2017: $26,240Liabilities 2017: $0Net Assets 2017: $26,2402017

Highlighted filing

2016

Assets$25,642
Liabilities$0
Net Assets$25,642

Operations Trend

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

$100K$50K$0-$50KRevenue 2016: $70,456Expenses 2016: $78,121Net Income 2016: -$7,6652016Revenue 2017: $49,976Expenses 2017: $49,378Net Income 2017: $5982017

Highlighted filing

2016

Revenue$70,456
Expenses$78,121
Net Income-$7,665
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 8, 2016
Return Version
2015v2.1
Gross Receipts
$72,258
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.

Program Services

DescriptionGrantsExpenses
PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS TO THE LOCAL SOCIAL FRATERNITY MEMBERS - A TOTAL OF 40 MEMBERS FOR THE YEAR.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENDALL METZLERActivities Coordinator-$0--
MEGAN WADEAlpha Experience Coordinator-$0--
RACHEL CURRYAlumnae Relations Coordinator-$0--
CLARA LONGPhilanthropy Coordinator-$0--
BRIANNA WILSONPresident-$0--
ANGELA MILLERPurchasing Coordinator-$0--
BRIANNA WILSONRisk Management Coordinator-$0--
BRIANNA WILSONSisterhood Coordinator-$0--
JASMYNE GROCESocial Coordinator-$0--
VIRGINIA FLOWERSVP Campus Relations-$0--
ANGELA MILLERVP Finance-$0--
MARY SCHWARTZVP Member Development-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Gamma Delta - Theta Beta Chapter
EIN
63-0767339
Phone
3345588733
Address
PO BOX 244023, MONTGOMERY, AL 36124

Signing Officer

Name
Alyson Andrews
Title
Finance Advisor
Phone
3345588733
Signed
2016-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Omega Financial Inc
Address
1242 6TH AVENUE, COLUMBUS, GA 31901
Preparer
Melanie Powell CPA
Phone
7065710083
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest. Amount: 124. Description: purchase/merchandise. Amount: 21,332. Total to form 990-ez, line 8: 21,456.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: donations. Grantee name: alpha gamma delta foundation. Grantee address: 8710 n meridian street indianapolis, in 46260. Date of gift: 06/30/16. Amount given: 8,854.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank charges. Amount: 1,261. Description: conferences/conventions. Amount: 4,163. Description: membership dues. Amount: 23,796. Description: purchase/merchandise. Amount: 23,126. Description: social events. Amount: 11,706. Description: supplies. Amount: 2,281. Total to form 990-ez, line 16: 66,333.

Raw XML Appendix168 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum03345588733
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTGOMERY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KENDALL METZLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEGAN WADE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RACHEL CURRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CLARA LONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRIANNA WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANGELA MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRIANNA WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRIANNA WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JASMYNE GROCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9VIRGINIA FLOWERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ANGELA MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MARY SCHWARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ACTIVITIES COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ALPHA EXPERIENCE COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ALUMNAE RELATIONS COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PHILANTHROPY COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PURCHASING COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RISK MANAGEMENT COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SISTERHOOD COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SOCIAL COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP CAMPUS RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP MEMBER DEVELOPMENT
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt066333
IRS990EZ/OtherRevenueTotalAmt021456
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS TO THE LOCAL SOCIAL FRATERNITY MEMBERS - A TOTAL OF 40 MEMBERS FOR THE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt01802
IRS990EZ/SpecialEventsNetIncomeLossAmt09514
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt078121
IRS990EZ/TotalRevenueAmt070456
IRS990EZ/TypeOfOrganizationOtherDesc0FRATERNITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WIX.COM/AGDTHETABETA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 124. DESCRIPTION: PURCHASE/MERCHANDISE. AMOUNT: 21,332. TOTAL TO FORM 990-EZ, LINE 8: 21,456.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: DONATIONS. GRANTEE NAME: ALPHA GAMMA DELTA FOUNDATION. GRANTEE ADDRESS: 8710 N MERIDIAN STREET INDIANAPOLIS, IN 46260. DATE OF GIFT: 06/30/16. AMOUNT GIVEN: 8,854.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK CHARGES. AMOUNT: 1,261. DESCRIPTION: CONFERENCES/CONVENTIONS. AMOUNT: 4,163. DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 23,796. DESCRIPTION: PURCHASE/MERCHANDISE. AMOUNT: 23,126. DESCRIPTION: SOCIAL EVENTS. AMOUNT: 11,706. DESCRIPTION: SUPPLIES. AMOUNT: 2,281. TOTAL TO FORM 990-EZ, LINE 16: 66,333.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALYSON ANDREWS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE ADVISOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03345588733
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA GAMMA DELTA - THETA BETA CHAPTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AUBURN UNIVERSITY AT MONTGOMERY
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0630767339
ReturnHeader/Filer/PhoneNum03345588733
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 244023
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036124
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582096979
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OMEGA FINANCIAL INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01242 6TH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd031901
ReturnHeader/PreparerPersonGrp/PhoneNum07065710083
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELANIE POWELL CPA
ReturnHeader/ReturnTs02016-11-08T12:52:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings