Civic Intelligence

Upsilon Chapter of Alpha Gamma Delta

990 • Fiscal year 2017 • EIN 73-0582837

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 04, 2017

Organization ProfileN A
6416 N College AvenueOklahoma City, OK 73132

(405) 721-9549

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2017 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

23rd percentile

0.00x

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

2017 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2017

Net Margin

41st percentile

1.6%

Higher net margin than 41% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2017

Asset Growth

64th percentile

5.5%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

170%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$297,589

Up $15,541 (+5.5%) from 2016

Net Assets

Up

$297,589

Up $15,541 (+5.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin41st percentile

Revenue

Up

$976,258

Up $614,514 (+170%) from 2016

Expenses

Up

$960,717

Up $672,482 (+233%) from 2016

Net Income

Down

$15,541

Down $57,968 (-79%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$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

2017

Assets$297,589
Liabilities$0
Net Assets$297,589
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$976,258
Expenses$960,717
Net Income$15,541
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 4, 2017
Return Version
2016v3.0
Gross Receipts
$976,258
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$186,635$200,129▲ $13,494
Savings and Temporary Cash Investments$95,413$97,460▲ $2,047
Total Assets$282,048$297,589▲ $15,541
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$282,048$297,589▲ $15,541
Total Net Assets Fund Balance$282,048$297,589▲ $15,541
Total Liabilities and Net Assets / Fund Balance$282,048$297,589▲ $15,541
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Abby HickersonOfficer
Ann RheaOfficer
Catherine SeatonOfficer
Diana BernardiOfficer
Elizabeth BassOfficer
Emma ThomasOfficer
Karla BrooksOfficer
Karleigh MeyerOfficer
Kaye JeffriesOfficer
Laura SteckbeckOfficer
Madison DeereOfficer
Matison WhiteOfficer
Shannon GidleyOfficer
Stephanie KnappOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$975,894
Program Service Revenue
$0
Investment Income
$364
Other Revenue
$0
All Other Contributions
$800
Change in Net Assets
$15,541
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$959,258
Grants and Similar Amounts Paid$1,459
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$629,749
All Other Expenses---$99,786
Other Expenses$78,841--$78,841
Office Expenses---$59,853
Fees for Services Management---$25,423
Grants to Domestic Individuals---$1,459
Fees for Services Legal---$780
Total Functional Expenses$0$0$0$960,717
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
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

Management duties delegation Part VI line 3

“Financial advisor presents 990 to panel and briefs participants of its contents and entertains questions on financial information.”

Governing body decisions Part VI line 7B

“Governing body decision documents not available to public”

Committee meeting documentation Part VI line 8B

“Committee meeeting documentation sessions conducted as needed”

Form 990 governing body review Part VI line 11

“Form 990 governing body meets annually to discuss subject matter with financial advisor”

Governing documents etc available to public Part VI line 19

“Governing documents are made available to public upon written request to national headquarters”

Filing and Contact Details

Filer

Filer Name
Upsilon Chapter of Alpha Gamma Delta
EIN
73-0582837
Address
6416 N COLLEGE AVENUE, OKLAHOMA CITY, OK 73132
Doing Business As
Co Kaye Jeffries

Signing Officer

Name
Ann Rhea
Title
Financial Advis
Phone
4057219549
Signed
2017-11-04
Discuss with paid preparer
Yes

Organization Details

Formed
1927
Legal Domicile
Ok
Voting Board Members
14
Independent Board Members
14
Employees
0

Preparer

Firm
Gary T Piccolo CPA
Address
3000 UNITED FOUNDERS BLVD SUITE 228, OKLAHOMA CITY, OK 73112
Preparer
Gary T Piccolo
Phone
4058403115
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Committee discusses this expense subject with financial advisor at least annually”

List of other expenses Part IX line 24E

“List of other expenses discussed at least annually with financial advisor”

Raw XML Appendix357 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FINANCIAL ADVISOR PRESENTS 990 TO PANEL AND BRIEFS PARTICIPANTS OF ITS CONTENTS AND ENTERTAINS QUESTIONS ON FINANCIAL INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING BODY DECISION DOCUMENTS NOT AVAILABLE TO PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMITTEE MEEETING DOCUMENTATION SESSIONS CONDUCTED AS NEEDED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 GOVERNING BODY MEETS ANNUALLY TO DISCUSS SUBJECT MATTER WITH FINANCIAL ADVISOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE MADE AVAILABLE TO PUBLIC UPON WRITTEN REQUEST TO NATIONAL HEADQUARTERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMITTEE DISCUSSES THIS EXPENSE SUBJECT WITH FINANCIAL ADVISOR AT LEAST ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LIST OF OTHER EXPENSES DISCUSSED AT LEAST ANNUALLY WITH FINANCIAL ADVISOR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Management duties delegation Part VI line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6List of other expenses Part IX line 24e
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IRS990/SignificantNewProgramSrvcInd0false
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0297589
IRS990/TotalAssetsGrp/BOYAmt0282048
IRS990/TotalAssetsGrp/EOYAmt0297589
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0975894
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0960717
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0282048
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0297589
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0364
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0976258
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0282048
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0297589
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0282048
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0297589
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0N A
IRS990/WhistleblowerPolicyInd0false
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ReturnHeader/BusinessOfficerGrp/PersonNm0ANN RHEA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL ADVIS
ReturnHeader/BusinessOfficerGrp/PhoneNum04057219549
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPSILON CHAPTER OF ALPHA GAMMA DELTA
ReturnHeader/Filer/BusinessNameControlTxt0UPSI
ReturnHeader/Filer/EIN0730582837
ReturnHeader/Filer/USAddress/AddressLine1Txt06416 N COLLEGE AVENUE
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073132
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0289F2B3B61C939C75E85FF5A057BFE8E6C8888D5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0289F2B3B61C939C75E85FF5A057BFE8E6C8888D5
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07335432017310uufmaeu
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-06
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt045.17.212.138
ReturnHeader/FilingSecurityInformation/IPDt02017-11-06
ReturnHeader/FilingSecurityInformation/IPTm017:27:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452441724
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARY T PICCOLO CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03000 UNITED FOUNDERS BLVD SUITE 228
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073112
ReturnHeader/PreparerPersonGrp/PhoneNum04058403115
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY T PICCOLO
ReturnHeader/ReturnTs02017-11-06T17:13:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$297,589
Liabilities
$0
Net assets
$297,589
Revenue
$976,258
Expenses
$960,717
Net income
$15,541
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