Civic Intelligence

Upsilon Chapter of Alpha Gamma Delta

EIN 73-0582837 • 501(c)7 • Oklahoma City, OK

Profile

Fostering a culture of support and encouragement for those seeking an educational, charitable, and social purpose. (No part of net earnings inure to an individual or private shareholder.)

6416 N College AveOklahoma City, OK 73132-7209

ou.alphagammadelta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

13th percentile

0.00x

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

501(c)7 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

14th percentile

0.00x

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

501(c)7 • $1M-$5M nonprofits • Source year 2025

Net Margin

28th percentile

-1.8%

Higher net margin than 28% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

6th percentile

-15%

Faster asset growth than 6% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

59th percentile

8.2%

Faster revenue growth than 59% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$150,048

Down $27,017 (-15%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$150,048

Down $27,017 (-15%) from 2024

Operations
Liabilities / Revenue14th percentileNet Margin28th percentile

Revenue

Up

$1,462,511

Up $110,732 (+8.2%) from 2024

Expenses

Up

$1,489,528

Up $130,828 (+9.6%) from 2024

Net Income

Down

-$27,017

Down $20,096 (-290%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2012: $122,420Liabilities 2012: $0Net Assets 2012: $122,4202012Assets 2013: $170,365Liabilities 2013: $0Net Assets 2013: $170,3652013Assets 2014: $207,710Liabilities 2014: $0Net Assets 2014: $207,7102014Assets 2015: $208,539Liabilities 2015: $0Net Assets 2015: $208,5392015Assets 2016: $282,048Liabilities 2016: $0Net Assets 2016: $282,0482016Assets 2017: $297,589Liabilities 2017: $0Net Assets 2017: $297,5892017Assets 2018: $316,095Liabilities 2018: $0Net Assets 2018: $316,0952018Assets 2019: $328,620Liabilities 2019: $0Net Assets 2019: $328,6202019Assets 2020: $273,700Liabilities 2020: $0Net Assets 2020: $273,7002020Assets 2021: $233,201Liabilities 2021: $0Net Assets 2021: $233,2012021Assets 2022: $190,635Liabilities 2022: $0Net Assets 2022: $190,6352022Assets 2023: $183,986Liabilities 2023: $0Net Assets 2023: $183,9862023Assets 2024: $177,065Liabilities 2024: $0Net Assets 2024: $177,0652024Assets 2025: $150,048Liabilities 2025: $0Net Assets 2025: $150,0482025

Highlighted filing

2025

Assets$150,048
Liabilities$0
Net Assets$150,048
Open 2025 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2012: $660,817Expenses 2012: $647,549Net Income 2012: $13,2682012Expenses 2013: $617,9522013Revenue 2014: $662,928Expenses 2014: $625,583Net Income 2014: $37,3452014Revenue 2015: $554,882Expenses 2015: $554,053Net Income 2015: $8292015Revenue 2016: $361,744Expenses 2016: $288,235Net Income 2016: $73,5092016Revenue 2017: $976,258Expenses 2017: $960,717Net Income 2017: $15,5412017Revenue 2018: $1,114,074Expenses 2018: $1,095,568Net Income 2018: $18,5062018Revenue 2019: $1,064,904Expenses 2019: $1,052,379Net Income 2019: $12,5252019Revenue 2020: $933,173Expenses 2020: $988,093Net Income 2020: -$54,9202020Revenue 2021: $1,190,581Expenses 2021: $1,231,080Net Income 2021: -$40,4992021Revenue 2022: $1,255,527Expenses 2022: $1,298,093Net Income 2022: -$42,5662022Revenue 2023: $1,294,643Expenses 2023: $1,301,292Net Income 2023: -$6,6492023Revenue 2024: $1,351,779Expenses 2024: $1,358,700Net Income 2024: -$6,9212024Revenue 2025: $1,462,511Expenses 2025: $1,489,528Net Income 2025: -$27,0172025

Highlighted filing

2025

Revenue$1,462,511
Expenses$1,489,528
Net Income-$27,017
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$150,048
Liabilities
$0
Net assets
$150,048
Revenue
$1,462,511
Expenses
$1,489,528
Net income
-$27,017
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$1.46$1.49$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$1.35$1.36$0.01
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.00$0.18$1.29$1.30$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$1.26$1.30$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$1.19$1.23$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.93$0.99$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$1.06$1.05$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$1.11$1.10$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.98$0.96$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.36$0.29$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.55$0.55$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.66$0.63$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.00$0.17$0.62
2012Summary only. Only limited summary data is available for this year.$0.12$0.00$0.12$0.66$0.65$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 31, 2025
Return Version
2024v5.2
Gross Receipts
$1,462,511
Mission and Program Overview

Mission

Educational, charitable and social purpose and no part of net earningsinure to an individual or private shareholders

Fostering a culture of support and encouragement for those seeking an educational, charitable, and social purpose. (No part of net earnings inure to an individual or private shareholder.)

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$177,065--
Cap Stk Tr Prin Current Funds$177,065--
Rtn Earn Endowment Incm Other Fnds$-177,065$150,048▲ $327,113
Savings and Temporary Cash Investments$106,517$108,394▲ $1,877
Cash and Non-Interest-Bearing Accounts$70,548$41,654▼ $28,894
Total Assets$177,065$150,048▼ $27,017
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$177,065$150,048▼ $27,017
Total Liabilities and Net Assets / Fund Balance$177,065$150,048▼ $27,017
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Lillie ColemanChapter President
Mia McDonoughVice President Academic Excellence
Natalie MacielVice President Administration
Bentley WrightVice President Campus Relations
Sydney MorseVice President Chapter Wellness
Gina MillerVice President Event Planning
Paxton ChristianVice President Finance
Abby ORourkeVice President Marketing
Taylor SnyderVice President Member Experience
Gabby FergusonVice President New Member Experienc
Kenzie DawsonVice President Recruitment
Elizabeth BassAcademic Excellence Team Advisor
Melissa SchmidtAdministration Team Advisor
Elizabeth BassChapter Advisor
Danielle BacaChapter Wellness Team Advisor
Kaye JeffriesFinancial Team Advisor
Erin Waston-CookNew Member Experience Team Advisor
Angie WrublewskiProperty Advisor
Karina LueckRecuritment Team Advisor
Libby SampsonRecuritment Team Advisor
Revenue and Support

Revenue Composition

Contributions and Grants
$17,732
Program Service Revenue
$1,443,702
Investment Income
$1,077
Other Revenue
$0
All Other Contributions
$13,520
Change in Net Assets
$-27,017
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,489,528
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$1,053,371--$1,053,371
Other Expenses$151,565--$151,565
Payments to Affiliates$62,657--$62,657
Fees for Services Accounting$3,791--$3,791
Conferences and Meetings$3,462--$3,462
All Other Expenses$475--$475
Total Functional Expenses$1,489,528$0$0$1,489,528
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
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Governing body decisions Part VI line 7B

“Governing body decision documents are not available to the general public; they may be available to dues paying members under certain circumstances.”

Form 990 governing body review Part VI line 11

“The Form 990 is presented to the governing body for review prior to filing.”

Governing documents etc available to public Part VI line 19

“Governing documents are made avaialable to dues paying members who are in good standing; these documents are not made available to the general public.”

Filing and Contact Details

Filer

Filer Name
Upsilon Chapter of Alpha Gamma Delta
EIN
73-0582837
In Care Of
% Kaye Jeffries
Phone
4058219549
Address
6416 N College Ave, Oklahoma City, OK 73132-7209

Signing Officer

Name
Kaye Jeffries
Title
Financial Team Advisor
Phone
4058219549
Signed
2025-10-31
Discuss with paid preparer
Yes

Organization Details

Formed
1927
Legal Domicile
Ok
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
35

Preparer

Firm
The Springer Company
Address
PO Box 23343, Oklahoma City, OK 73123-2343
Preparer
Jeremiah R Springer
Phone
4057530729
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Recuritment Team Advisor
IRS990/Form990PartVIISectionAGrp/TitleTxt3Financial Team Advisor
IRS990/Form990PartVIISectionAGrp/TitleTxt4Property Advisor
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt6New Member Experience Team Advisor
IRS990/Form990PartVIISectionAGrp/TitleTxt7Chapter President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Administration Team Advisor
IRS990/Form990PartVIISectionAGrp/TitleTxt9Chapter Wellness Team Advisor
IRS990/Form990PartVIISectionAGrp/TitleTxt10Vice President Chapter Wellness
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice President Academic Excellence
IRS990/Form990PartVIISectionAGrp/TitleTxt12Vice President Recruitment
IRS990/Form990PartVIISectionAGrp/TitleTxt13Vice President Administration
IRS990/Form990PartVIISectionAGrp/TitleTxt14Vice President Member Experience
IRS990/Form990PartVIISectionAGrp/TitleTxt15Vice President New Member Experienc
IRS990/Form990PartVIISectionAGrp/TitleTxt16Academic Excellence Team Advisor
IRS990/Form990PartVIISectionAGrp/TitleTxt17Vice President Event Planning
IRS990/Form990PartVIISectionAGrp/TitleTxt18Vice President Marketing
IRS990/Form990PartVIISectionAGrp/TitleTxt19Vice President Campus Relations
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IRS990/FormationYr01927
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IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt04212
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IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01462511
IRS990/GrossReceiptsForPublicUseAmt00
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IRS990/IncludeFIN48FootnoteInd0false
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01077
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01077
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OK
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Fostering a culture of support and encouragement for those seeking an educational, charitable, and social purpose. (No part of net earnings inure to an individual or private shareholder.)
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0177065
IRS990/NetAssetsOrFundBalancesEOYAmt0150048
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt01053371
IRS990/OccupancyGrp/TotalAmt01053371
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Philanthropic Donations
IRS990/OtherExpensesGrp/Desc1Dues & Memberships
IRS990/OtherExpensesGrp/Desc2Recruitment & Social
IRS990/OtherExpensesGrp/Desc3Officer Supplies
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IRS990/OtherExpensesGrp/ProgramServicesAmt1110028
IRS990/OtherExpensesGrp/ProgramServicesAmt290692
IRS990/OtherExpensesGrp/ProgramServicesAmt3151565
IRS990/OtherExpensesGrp/TotalAmt013487
IRS990/OtherExpensesGrp/TotalAmt1110028
IRS990/OtherExpensesGrp/TotalAmt290692
IRS990/OtherExpensesGrp/TotalAmt3151565
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt062657
IRS990/PaymentsToAffiliatesGrp/TotalAmt062657
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt0177065
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
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IRS990/ProgramServiceRevenueGrp/Desc1Membership
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1438345
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IRS990/ReconcilationRevenueExpnssAmt0-27017
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-177065
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0150048
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0106517
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0108394
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Governing body decision documents are not available to the general public; they may be available to dues paying members under certain circumstances.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 is presented to the governing body for review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents are made avaialable to dues paying members who are in good standing; these documents are not made available to the general public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0177065
IRS990/TotalAssetsEOYAmt0150048
IRS990/TotalAssetsGrp/BOYAmt0177065
IRS990/TotalAssetsGrp/EOYAmt0150048
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt017732
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01489528
IRS990/TotalFunctionalExpensesGrp/TotalAmt01489528
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0177065
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0150048
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01489528
IRS990/TotalProgramServiceRevenueAmt01443702
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01444779
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01462511
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt035
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0177065
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0150048
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt020
IRS990/VotingMembersIndependentCnt020
IRS990/WebsiteAddressTxt0ou.alphagammadelta.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAYE JEFFRIES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Financial Team Advisor
ReturnHeader/BusinessOfficerGrp/PhoneNum04058219549
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Upsilon Chapter of Alpha Gamma Delta
ReturnHeader/Filer/BusinessNameControlTxt0UPSI
ReturnHeader/Filer/EIN0730582837
ReturnHeader/Filer/InCareOfNm0% Kaye Jeffries
ReturnHeader/Filer/PhoneNum04058219549
ReturnHeader/Filer/USAddress/AddressLine1Txt06416 N College Ave
ReturnHeader/Filer/USAddress/CityNm0Oklahoma City

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