Civic Intelligence

Upsilon Chapter of Alpha Gamma Delta

990 • Fiscal year 2018 • EIN 73-0582837

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 05, 2018

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

9th percentile

0.00x

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

2018 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

9th percentile

0.00x

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

2018 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2018

Net Margin

44th percentile

1.7%

Higher net margin than 44% of similar nonprofits.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2018 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2018

Asset Growth

75th percentile

6.2%

Faster asset growth than 75% of similar nonprofits.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

14%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$316,095

Up $18,506 (+6.2%) from 2017

Net Assets

Up

$316,095

Up $18,506 (+6.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin44th percentile

Revenue

Up

$1,114,074

Up $137,816 (+14%) from 2017

Expenses

Up

$1,095,568

Up $134,851 (+14%) from 2017

Net Income

Up

$18,506

Up $2,965 (+19%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2018

Assets$316,095
Liabilities$0
Net Assets$316,095
Open 2018 Filing

Operations Trend

Revenue Growth82nd 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

2018

Revenue$1,114,074
Expenses$1,095,568
Net Income$18,506
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 5, 2018
Return Version
2017v2.2
Gross Receipts
$1,114,074
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$200,129$217,332▲ $17,203
Savings and Temporary Cash Investments$97,460$98,763▲ $1,303
Total Assets$297,589$316,095▲ $18,506
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$297,589$316,095▲ $18,506
Total Net Assets Fund Balance$297,589$316,095▲ $18,506
Total Liabilities and Net Assets / Fund Balance$297,589$316,095▲ $18,506
Compensation and Service Providers
Top Officer Pay72nd percentile

Board Members and Trustees

NameTitle
Allison HeeronOfficer
Angie WrublewskiOfficer
Ann RheaOfficer
Ashlynn RobbinsOfficer
Brittany CrossOfficer
Christine ButterfieldOfficer
Elizabeth BassOfficer
Erin CookOfficer
Gretchen KammerlocherOfficer
Karina LueckOfficer
Karla BrooksOfficer
Karleigh MeyerOfficer
Kaye JeffriesOfficer
Kristyn BriganceOfficer
Lauren LewellenOfficer
Liz BrittonOfficer
Madison BrutonOfficer
Megan AckmanOfficer
Megan MilanOfficer
Melissa SchmidtOfficer
Sydney PatrickOfficer
Terah BernardiOfficer
Whitney MitchellOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,113,590
Program Service Revenue
$0
Investment Income
$484
Other Revenue
$0
All Other Contributions
$800
Change in Net Assets
$18,506
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,094,436
Grants and Similar Amounts Paid$1,132
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$748,023
Other Expenses$85,884--$85,884
All Other Expenses---$76,091
Office Expenses---$70,783
Fees for Services Management---$24,912
Grants to Domestic Orgs---$1,132
Fees for Services Legal---$681
Total Functional Expenses$0$0$0$1,095,568
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
Kaye Jeffries
Title
Financial Advis
Phone
4057219549
Signed
2018-11-05
Discuss with paid preparer
Yes

Organization Details

Formed
1927
Legal Domicile
Ok
Voting Board Members
23
Independent Board Members
23
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”

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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/PYGrantsAndSimilarPaidAmt01459
IRS990/PYInvestmentIncomeAmt0364
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IRS990/PYRevenuesLessExpensesAmt015541
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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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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAYE JEFFRIES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL ADVIS
ReturnHeader/BusinessOfficerGrp/PhoneNum04057219549
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-05

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$316,095
Liabilities
$0
Net assets
$316,095
Revenue
$1,114,074
Expenses
$1,095,568
Net income
$18,506
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