Civic Intelligence

Alpha Delta Alumni Association

990EZ • Fiscal year 2014 • EIN 81-6013618

Sep 01, 2013 to Aug 31, 2014 • Filed on Oct 27, 2014

PO Box 1148159719

(406) 262-4533

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.11x

Higher debt load relative to assets than 73% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

90th percentile

0.74x

Higher debt load relative to revenue than 90% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Net Margin

8th percentile

-23%

Higher net margin than 8% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Asset Growth

34th percentile

-3.3%

Faster asset growth than 34% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

39th percentile

-2.3%

Faster revenue growth than 39% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$286,298

Down $9,685 (-3.3%) from 2013

Net Assets

Down

$255,498

Down $9,685 (-3.7%) from 2013

Liabilities

Flat

$30,800

Flat from 2013

Revenue

Down

$41,639

Down $1,000 (-2.3%) from 2013

Expenses

Down

$51,324

Down $47,173 (-48%) from 2013

Net Income

Up

-$9,685

Up $46,173 (+83%) from 2013

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $355,777Liabilities 2011: $30,800Net Assets 2011: $324,9772011Assets 2012: $351,841Liabilities 2012: $30,800Net Assets 2012: $321,0412012Assets 2013: $295,983Liabilities 2013: $30,800Net Assets 2013: $265,1832013Assets 2014: $286,298Liabilities 2014: $30,800Net Assets 2014: $255,4982014Assets 2015: $335,436Liabilities 2015: $72,358Net Assets 2015: $263,0782015Assets 2016: $1,120,030Liabilities 2016: $926,787Net Assets 2016: $193,2432016Assets 2017: $1,540,172Liabilities 2017: $696,283Net Assets 2017: $843,8892017Assets 2018: $1,517,030Liabilities 2018: $628,992Net Assets 2018: $888,0382018Assets 2019: $1,500,625Liabilities 2019: $557,776Net Assets 2019: $942,8492019Assets 2020: $1,484,890Liabilities 2020: $483,441Net Assets 2020: $1,001,4492020Assets 2021: $1,459,281Liabilities 2021: $405,336Net Assets 2021: $1,053,9452021Assets 2022: $1,425,580Liabilities 2022: $324,116Net Assets 2022: $1,101,4642022Assets 2023: $1,398,519Liabilities 2023: $307,325Net Assets 2023: $1,091,1942023Assets 2024: $1,382,839Liabilities 2024: $289,985Net Assets 2024: $1,092,8542024Assets 2025: $1,370,775Liabilities 2025: $272,054Net Assets 2025: $1,098,7212025

Highlighted filing

2014

Assets$286,298
Liabilities$30,800
Net Assets$255,498

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $39,129Expenses 2011: $49,212Net Income 2011: -$10,0832011Revenue 2012: $51,445Expenses 2012: $55,381Net Income 2012: -$3,9362012Revenue 2013: $42,639Expenses 2013: $98,497Net Income 2013: -$55,8582013Revenue 2014: $41,639Expenses 2014: $51,324Net Income 2014: -$9,6852014Revenue 2015: $46,085Expenses 2015: $38,505Net Income 2015: $7,5802015Revenue 2016: $57,877Expenses 2016: $127,711Net Income 2016: -$69,8342016Revenue 2017: $817,700Expenses 2017: $167,054Net Income 2017: $650,6462017Revenue 2018: $187,993Expenses 2018: $143,844Net Income 2018: $44,1492018Revenue 2019: $191,046Expenses 2019: $136,235Net Income 2019: $54,8112019Revenue 2020: $178,811Expenses 2020: $120,211Net Income 2020: $58,6002020Revenue 2021: $170,082Expenses 2021: $117,586Net Income 2021: $52,4962021Revenue 2022: $165,748Expenses 2022: $112,334Net Income 2022: $53,4142022Revenue 2023: $117,373Expenses 2023: $127,643Net Income 2023: -$10,2702023Revenue 2024: $151,492Expenses 2024: $149,832Net Income 2024: $1,6602024Revenue 2025: $138,720Expenses 2025: $132,853Net Income 2025: $5,8672025

Highlighted filing

2014

Revenue$41,639
Expenses$51,324
Net Income-$9,685
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Oct 27, 2014
Return Version
2013v3.0
Gross Receipts
$41,639
Mission and Program Overview

Mission

Provide housing to fraternity members

Program Services

DescriptionGrantsExpenses
PROVIDE HOUSING TO FRATERNITY MEMBERS$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD TIBBETTSVice President-$0--
AARON IVERSONPresident-$0--
DANIEL GAUGLERSecretary-$0--
BILL PERRYTreasurer-$0--
Filing and Contact Details

Filer

EIN
81-6013618
Phone
4062624533

Signing Officer

Name
Bill Perry
Title
Treasurer
Phone
4065875155
Signed
2014-10-27
Discuss with paid preparer
Yes

Preparer

Preparer
Jayme B Schlepp
Phone
4065862386
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 390.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 8,886. Description: other expenses. Amount: 1,776. Total to form 990-ez, line 14: 10,662.

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

Description: insurance. Amount: 15,736. Description: taxes. Amount: 10,272. Description: national convention travel. Amount: 1,674. Description: ag appreciation reception. Amount: 2,027. Description: fees. Amount: 353. Description: new member fee reimbursement. Amount: 2,925. Description: supplies. Amount: 725. Total to form 990-ez, line 16: 33,712.

Form 990-ez, Part II, Line 24 - Other Assets

Description: investments. Beg. Of year amount: 170,780. End of year amount: 88,923. Description: housing fund. Beg. Of year amount: 1,000. End of year amount: 1,000. Description: capital campaign. Beg. Of year amount: 0. End of year amount: 75,074. Description: other depreciable assets. Beg. Of year amount: 3,243. End of year amount: 2,060.

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

Description: hail insurance proceeds. Beg. Of year amount: 30,800. End of year amount: 30,800.

Raw XML Appendix120 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/BusinessName/BusinessNameLine10BILL PERRY
IRS990EZ/BooksInCareOfDetail/PhoneNum04062624533
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 11481
IRS990EZ/BooksInCareOfDetail/USAddress/City0BOZEMAN
IRS990EZ/BooksInCareOfDetail/USAddress/State0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode059719
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021998
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027982
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01249
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-9685
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0295983
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0286298
IRS990EZ/GrossReceiptsAmt041639
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0390
IRS990EZ/LandAndBuildingsGrp/BOYAmt098962
IRS990EZ/LandAndBuildingsGrp/EOYAmt091259
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0265183
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0255498
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0265183
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0255498
IRS990EZ/OccupancyRentUtltsAndMaintAmt010662
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
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/PersonNm0TODD TIBBETTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AARON IVERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANIEL GAUGLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BILL PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0175023
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0167057
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt033712
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE HOUSING TO FRATERNITY MEMBERS
IRS990EZ/PrintingPublicationsPostageAmt06500
IRS990EZ/ProgramServiceRevenueAmt040000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE HOUSING TO FRATERNITY MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MT
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt030800
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt030800
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt051324
IRS990EZ/TotalRevenueAmt041639
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 390.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 8,886. DESCRIPTION: OTHER EXPENSES. AMOUNT: 1,776. TOTAL TO FORM 990-EZ, LINE 14: 10,662.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INSURANCE. AMOUNT: 15,736. DESCRIPTION: TAXES. AMOUNT: 10,272. DESCRIPTION: NATIONAL CONVENTION TRAVEL. AMOUNT: 1,674. DESCRIPTION: AG APPRECIATION RECEPTION. AMOUNT: 2,027. DESCRIPTION: FEES. AMOUNT: 353. DESCRIPTION: NEW MEMBER FEE REIMBURSEMENT. AMOUNT: 2,925. DESCRIPTION: SUPPLIES. AMOUNT: 725. TOTAL TO FORM 990-EZ, LINE 16: 33,712.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 170,780. END OF YEAR AMOUNT: 88,923. DESCRIPTION: HOUSING FUND. BEG. OF YEAR AMOUNT: 1,000. END OF YEAR AMOUNT: 1,000. DESCRIPTION: CAPITAL CAMPAIGN. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 75,074. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 3,243. END OF YEAR AMOUNT: 2,060.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: HAIL INSURANCE PROCEEDS. BEG. OF YEAR AMOUNT: 30,800. END OF YEAR AMOUNT: 30,800.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL PERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04065875155
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine10ALPHA DELTA ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0816013618
ReturnHeader/Filer/PhoneNum04062624533
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 11481
ReturnHeader/Filer/USAddress/City0BOZEMAN
ReturnHeader/Filer/USAddress/State0MT
ReturnHeader/Filer/USAddress/ZIPCode059719
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810272932
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GALUSHA HIGGINS & GALUSHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10777 E MAIN STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BOZEMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode059715
ReturnHeader/PreparerPersonGrp/PhoneNum04065862386
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAYME B SCHLEPP
ReturnHeader/ReturnTs02014-11-05T17:14:17-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.37$0.27$1.10$0.14$0.13$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.38$0.29$1.09$0.15$0.15$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.40$0.31$1.09$0.12$0.13$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.32$1.10$0.17$0.11$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.41$1.05$0.17$0.12$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.48$0.48$1.00$0.18$0.12$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.50$0.56$0.94$0.19$0.14$0.05
2018Summary only. Only limited summary data is available for this year.$1.52$0.63$0.89$0.19$0.14$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.54$0.70$0.84$0.82$0.17$0.65
2016Detailed filing. Detailed filing data is available for this year.$1.12$0.93$0.19$0.06$0.13$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.07$0.26$0.05$0.04$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.03$0.26$0.04$0.05$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.03$0.27$0.04$0.10$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.03$0.32$0.05$0.06$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.03$0.32$0.04$0.05$0.01