Liabilities / Assets
80th percentile
Higher debt load relative to assets than 80% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.22x
Liabilities / Revenue
96th percentile
Higher debt load relative to revenue than 96% of similar nonprofits.
Net Margin
79th percentile
Higher net margin than 79% of similar nonprofits.
Top Officer Pay
92nd percentile
Higher top officer pay than 92% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
77th percentile
Faster asset growth than 77% of similar nonprofits.
Revenue Growth
69th percentile
Faster revenue growth than 69% of similar nonprofits.
Balance Sheet
Assets
Up$335,436
Up $49,138 (+17%) from 2014
Net Assets
Up$263,078
Up $7,580 (+3.0%) from 2014
Liabilities
Up$72,358
Up $41,558 (+135%) from 2014
Revenue And Expenses
Revenue
Up$46,085
Up $4,446 (+11%) from 2014
Expenses
Down$38,505
Down $12,819 (-25%) from 2014
Net Income
Up$7,580
Up $17,265 (+178%) from 2014
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2014 to Aug 31, 2015
- Signed
- Nov 19, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $46,085
Mission and Program Overview
Mission
Provide housing to fraternity members
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDE HOUSING TO FRATERNITY MEMBERS | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| TODD TIBBETTS | Vice President | - | $0 | - | - |
| AARON IVERSON | President | - | $0 | - | - |
| DANIEL GAUGLER | Secretary | - | $0 | - | - |
| BILL PERRY | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Alpha Delta Alumni Association
- EIN
- 81-6013618
- Phone
- 4062624533
- Address
- PO BOX 11481, BOZEMAN, MT 59719
Signing Officer
- Name
- Bill Perry
- Title
- Treasurer
- Phone
- 4065875155
- Signed
- 2015-11-19
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Wipfli Llp
- Address
- 777 E MAIN STE 201, BOZEMAN, MT 59715
- Preparer
- Jayme Schlepp
- Phone
- 4065862386
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 35.”
Form 990-ez, Part I, Line 14
“Description: depreciation. Amount: 2,455. Description: other expenses. Amount: 1,258. Total to form 990-ez, line 14: 3,713.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: insurance. Amount: 16,623. Description: taxes. Amount: 10,816. Description: ag appreciation reception. Amount: 2,581. Description: fees. Amount: 493. Description: new member fee reimbursement. Amount: 3,375. Description: supplies. Amount: 24. Description: other. Amount: 500. Total to form 990-ez, line 16: 34,412.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: investments. Beg. Of year amount: 88,923. End of year amount: 14,830. Description: housing fund. Beg. Of year amount: 1,000. End of year amount: 0. Description: capital campaign. Beg. Of year amount: 75,074. End of year amount: 98,065. Description: cip. Beg. Of year amount: 0. End of year amount: 124,495. Description: other depreciable assets. Beg. Of year amount: -6,640. End of year amount: 180.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: hail insurance proceeds. Beg. Of year amount: 30,800. End of year amount: 0. Description: first security loan. Beg. Of year amount: 0. End of year amount: 72,358.”
Raw XML Appendix124 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | BILL PERRY |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4062624533 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 11481 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | BOZEMAN |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MT |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 59719 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 27982 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 37982 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 50 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 7580 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 350 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 286298 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 335436 |
| IRS990EZ/GrossReceiptsAmt | 0 | 46085 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 35 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 99959 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 59884 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 255498 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 263078 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 255498 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 263078 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 3713 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | TODD TIBBETTS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | AARON IVERSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | DANIEL GAUGLER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | BILL PERRY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 158357 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 237570 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 34412 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PROVIDE HOUSING TO FRATERNITY MEMBERS |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 30 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 46000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDE HOUSING TO FRATERNITY MEMBERS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MT |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 30800 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 72358 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 38505 |
| IRS990EZ/TotalRevenueAmt | 0 | 46085 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 35. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: DEPRECIATION. AMOUNT: 2,455. DESCRIPTION: OTHER EXPENSES. AMOUNT: 1,258. TOTAL TO FORM 990-EZ, LINE 14: 3,713. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: INSURANCE. AMOUNT: 16,623. DESCRIPTION: TAXES. AMOUNT: 10,816. DESCRIPTION: AG APPRECIATION RECEPTION. AMOUNT: 2,581. DESCRIPTION: FEES. AMOUNT: 493. DESCRIPTION: NEW MEMBER FEE REIMBURSEMENT. AMOUNT: 3,375. DESCRIPTION: SUPPLIES. AMOUNT: 24. DESCRIPTION: OTHER. AMOUNT: 500. TOTAL TO FORM 990-EZ, LINE 16: 34,412. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 88,923. END OF YEAR AMOUNT: 14,830. DESCRIPTION: HOUSING FUND. BEG. OF YEAR AMOUNT: 1,000. END OF YEAR AMOUNT: 0. DESCRIPTION: CAPITAL CAMPAIGN. BEG. OF YEAR AMOUNT: 75,074. END OF YEAR AMOUNT: 98,065. DESCRIPTION: CIP. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 124,495. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: -6,640. END OF YEAR AMOUNT: 180. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: HAIL INSURANCE PROCEEDS. BEG. OF YEAR AMOUNT: 30,800. END OF YEAR AMOUNT: 0. DESCRIPTION: FIRST SECURITY LOAN. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 72,358. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 14 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2016-04-25 22:37:26Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BILL PERRY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4065875155 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-11-19 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ALPHA DELTA ALUMNI ASSOCIATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ALPH |
| ReturnHeader/Filer/EIN | 0 | 816013618 |
| ReturnHeader/Filer/PhoneNum | 0 | 4062624533 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 11481 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BOZEMAN |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 59719 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 390758449 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WIPFLI LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 777 E MAIN STE 201 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BOZEMAN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 59715 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4065862386 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JAYME SCHLEPP |
| ReturnHeader/ReturnTs | 0 | 2015-11-19T11:30:39-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-08-31 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $335,436
- Liabilities
- $72,358
- Net assets
- $263,078
- Revenue
- $46,085
- Expenses
- $38,505
- Net income
- $7,580