Civic Intelligence

Alpha Gamma Delta Chapter - Delta Gamma

990EZ • Fiscal year 2022 • EIN 81-0277389

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 09, 2022

Organization ProfileN/A
CO 2509 Putter CourtBozeman, MT 59715

(406) 579-9705

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

52nd percentile

0.00x

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

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Net Margin

12th percentile

-23%

Higher net margin than 12% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

6th percentile

-34%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $108,070 (-100%) from 2020

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $44,341 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin12th percentile

Revenue

Down

$52,145

Down $67,043 (-56%) from 2020

Expenses

Down

$64,218

Down $88,931 (-58%) from 2020

Net Income

Up

-$12,073

Up $21,888 (+64%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$150K$100K$50K$0Assets 2011: $1,837Liabilities 2011: $02011Assets 2012: $9,224Liabilities 2012: $02012Assets 2013: $9,224Liabilities 2013: $02013Assets 2014: $3,657Liabilities 2014: $02014Assets 2015: $28,833Liabilities 2015: $2,6002015Assets 2016: $28,032Liabilities 2016: $992016Assets 2017: $78,232Liabilities 2017: $15,6972017Assets 2018: $74,348Liabilities 2018: $35,8712018Assets 2019: $83,174Liabilities 2019: $14,5162019Assets 2020: $108,070Liabilities 2020: $44,3412020Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth6th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $83,698Expenses 2011: $111,200Net Income 2011: -$27,5022011Revenue 2012: $118,769Expenses 2012: $126,156Net Income 2012: -$7,3872012Revenue 2013: $157,268Expenses 2013: $152,833Net Income 2013: $4,4352013Revenue 2014: $183,471Expenses 2014: $179,814Net Income 2014: $3,6572014Revenue 2015: $153,676Expenses 2015: $140,324Net Income 2015: $13,3522015Revenue 2016: $172,078Expenses 2016: $164,289Net Income 2016: $7,7892016Revenue 2017: $188,676Expenses 2017: $122,327Net Income 2017: $66,3492017Revenue 2018: $202,002Expenses 2018: $157,227Net Income 2018: $44,7752018Revenue 2019: $191,944Expenses 2019: $166,982Net Income 2019: $24,9622019Revenue 2020: $119,188Expenses 2020: $153,149Net Income 2020: -$33,9612020Revenue 2022: $52,145Expenses 2022: $64,218Net Income 2022: -$12,0732022

Highlighted filing

2022

Revenue$52,145
Expenses$64,218
Net Income-$12,073
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 9, 2022
Return Version
2021v4.2
Gross Receipts
$52,145
Mission and Program Overview

Mission

Educational, charitable, and social purposes and not net earnings inure to an individual or private shareholder

Program Services

DescriptionGrantsExpenses
MEMBERSHIP RECRUITMENT AND RETENTION$0$0
CHARITABLE AND EDUCATIONAL ACTIVITIES$0$0
HOUSING 10$0$0
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHANNA STEINERTChapter PresidentPT$0--
MIA STACHEVP FinancePT$0--
PATRICIA KOSSLERFinance AdvisorPT$0--
MEREDITH TINSETHChapter AdvisorPT$0--
Filing and Contact Details

Filer

Filer Name
Alpha Gamma Delta Chapter - Delta Gamma
EIN
81-0277389
Phone
4065799705
Address
CO 2509 PUTTER COURT, BOZEMAN, MT 59715

Signing Officer

Name
Patricia Kora Kossler
Title
Finance Advisor
Phone
4065799705
Signed
2022-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Vonlehman & Company Inc
Address
810 WRIGHTS SUMMIT PARKWAY SUITE, 300, FORT WRIGHT, KY 41011
Preparer
Bryan Pautsch
Phone
8593313300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 126.”

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

“Description: supplies. Amount: 3,121. Description: taxes. Amount: 1,091. Description: utilities. Amount: 4,543. Description: bank fees. Amount: 1,741. Description: membership . Amount: 4,588. Description: miscellaneous. Amount: 1,151. Description: food. Amount: 17,054. Total to form 990-ez, line 16: 33,289.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: prior period adjustment. Amount: 14,822. Description: distribution to national organization upon dissolution . Amount: -24,108. Total to form 990-ez, line 20: -9,286.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: deferred revenue. Beg. Of year amount: 37,809. End of year amount: 0.”

Raw XML Appendix154 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0PATRICIA KORA KLOSSER
IRS990EZ/BooksInCareOfDetail/PhoneNum04065799705
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02509 PATTER COURT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOZEMAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059715
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059168
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-12073
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059168
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrossReceiptsAmt052145
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00416
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt01802
IRS990EZ/InvestmentIncomeAmt0126
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt052019
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021359
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021359
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt027100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHANNA STEINERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MIA STACHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PATRICIA KOSSLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MEREDITH TINSETH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPTER PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCE ADVISOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CHAPTER ADVISOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd01
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-9286
IRS990EZ/OtherExpensesTotalAmt033289
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL, CHARITABLE, AND SOCIAL PURPOSES AND NOT NET EARNINGS INURE TO AN INDIVIDUAL OR PRIVATE SHAREHOLDER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEMBERSHIP RECRUITMENT AND RETENTION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CHARITABLE AND EDUCATIONAL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2HOUSING 10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt03829
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MT
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt037809
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt064218
IRS990EZ/TotalRevenueAmt052145
IRS990EZ/TypeOfOrganizationOtherDesc0SOCIAL ORGANIZATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleN/AssetsDistributedInd00
IRS990ScheduleN/AttorneyGeneralNotifiedInd00
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd00
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH OF $24,108, ACCTS REC OF 46,922 AND DEFERRED REVENUE OF 46,922
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0ALPHA GAMMA DELTA FRATERNITY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02022-06-30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0221550561
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt024108
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(7)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH AND CASH EQUIVALENTS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt08710 N MERIDAN STREET
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0INDIANAPOLIS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0IN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd046260
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 126.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SUPPLIES. AMOUNT: 3,121. DESCRIPTION: TAXES. AMOUNT: 1,091. DESCRIPTION: UTILITIES. AMOUNT: 4,543. DESCRIPTION: BANK FEES. AMOUNT: 1,741. DESCRIPTION: MEMBERSHIP . AMOUNT: 4,588. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,151. DESCRIPTION: FOOD. AMOUNT: 17,054. TOTAL TO FORM 990-EZ, LINE 16: 33,289.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: 14,822. DESCRIPTION: DISTRIBUTION TO NATIONAL ORGANIZATION UPON DISSOLUTION . AMOUNT: -24,108. TOTAL TO FORM 990-EZ, LINE 20: -9,286.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 37,809. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA KORA KOSSLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE ADVISOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04065799705
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA GAMMA DELTA CHAPTER - DELTA GAMMA
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0810277389
ReturnHeader/Filer/PhoneNum04065799705
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO 2509 PUTTER COURT
ReturnHeader/Filer/USAddress/CityNm0BOZEMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059715
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310905417
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VONLEHMAN & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0810 WRIGHTS SUMMIT PARKWAY SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WRIGHT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd041011
ReturnHeader/PreparerPersonGrp/PhoneNum08593313300
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYAN PAUTSCH
ReturnHeader/ReturnTs02022-11-10T06:59:05-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KORA KOSSLER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$52,145
Expenses
$64,218
Net income
-$12,073
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.52$0.64$0.12
2020Summary only. Only limited summary data is available for this year.$1.08$0.44$1.19$1.53$0.34
2019Summary only. Only limited summary data is available for this year.$0.83$0.15$1.92$1.67$0.25
2018Summary only. Only limited summary data is available for this year.$0.74$0.36$2.02$1.57$0.45
2017Summary only. Only limited summary data is available for this year.$0.78$0.16$1.89$1.22$0.66
2016Summary only. Only limited summary data is available for this year.$0.28$0.00$1.72$1.64$0.08
2015Summary only. Only limited summary data is available for this year.$0.29$0.03$1.54$1.40$0.13
2014Summary only. Only limited summary data is available for this year.$0.04$0.00$1.83$1.80$0.04
2013Summary only. Only limited summary data is available for this year.$0.09$0.00$1.57$1.53$0.04
2012Summary only. Only limited summary data is available for this year.$0.09$0.00$1.19$1.26$0.07
2011Summary only. Only limited summary data is available for this year.$0.02$0.00$0.84$1.11$0.28
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)7 • <$500k nonprofits