Civic Intelligence

Alpha Delta Alumni Association

990 • Fiscal year 2017 • EIN 81-6013618

Sep 01, 2016 to Aug 31, 2017 • Filed on Nov 28, 2017

Organization Profilen/a
PO Box 11481Bozeman, MT 59719

(406) 262-4533

Siviq Scores

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

Liabilities / Assets

68th percentile

0.45x

Higher debt load relative to assets than 68% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

67th percentile

0.85x

Higher debt load relative to revenue than 67% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2017

Net Margin

98th percentile

80%

Higher net margin than 98% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2017

Asset Growth

95th percentile

38%

Faster asset growth than 95% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

100th percentile

1313%

Faster revenue growth than 100% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$1,540,172

Up $420,142 (+38%) from 2016

Net Assets

Up

$843,889

Up $650,646 (+337%) from 2016

Liabilities

Down

$696,283

Down $230,504 (-25%) from 2016

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin98th percentile

Revenue

Up

$817,700

Up $759,823 (+1313%) from 2016

Expenses

Up

$167,054

Up $39,343 (+31%) from 2016

Net Income

Up

$650,646

Up $720,480 (+1032%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

2017

Assets$1,540,172
Liabilities$696,283
Net Assets$843,889
Open 2017 Filing

Operations Trend

Revenue Growth100th percentile

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

2017

Revenue$817,700
Expenses$167,054
Net Income$650,646
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Nov 28, 2017
Return Version
2016v3.0
Gross Receipts
$817,700
Mission and Program Overview

Mission

Provide housing to fraternity members

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,077,436$1,487,830▲ $410,394
Rtn Earn Endowment Incm Other Fnds$193,243$843,889▲ $650,646
Cash and Non-Interest-Bearing Accounts$11,213$50,026▲ $38,813
Intangible Assets-$2,316-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,120,030$1,540,172▲ $420,142
Other Assets Total$31,381$0▼ $31,381
Liabilities
Other Liabilities$926,787$696,283▼ $230,504
Total Liabilities$926,787$696,283▼ $230,504
Net Assets / Fund Balance
Total Net Assets Fund Balance$193,243$843,889▲ $650,646
Total Liabilities and Net Assets / Fund Balance$1,120,030$1,540,172▲ $420,142

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,456,490$223,154$1,679,644
Other Land Buildings$16,500$84,905$101,405
Land$14,840-$14,840
Compensation and Service Providers
Top Officer Pay72nd percentile

Board Members and Trustees

NameTitle
Aaron IversonPresident
Todd TibbettsVice President
Colter BrownSecretary
Bill PerryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$709,130
Program Service Revenue
$97,973
Investment Income
$15
Other Revenue
$10,582
All Other Contributions
$23,225
Change in Net Assets
$650,646
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$132,859
Professional Fundraising Fees$34,195
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion---$47,306
Fees for Services Professional Fundraising---$34,195
Insurance---$21,188
Interest---$19,197
All Other Expenses---$5,865
Other Expenses---$4,473
Payments to Affiliates---$1,299
Fees for Services Accounting---$1,100
Fees for Services Other---$920
Advertising---$563
Office Expenses---$404
Total Functional Expenses$0$0$0$167,054
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$34,195
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
First Security Loan$696,283
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The treasurer provides a financial update during each semi-annual board meetings. A copy of the 990 is provided to the board members and is open to discussion during the board meeting annually.”

Form 990, Part VI, Section C, line 19

“The Association's semi-annual board meetings include a review of the financial statements and are open to individuals who with to attend.”

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
2017-11-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Perry
Formed
1939
Legal Domicile
Mt
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Wipfli LLP
Address
777 E Main Ste 201, Bozeman, MT 59715
Preparer
Jayme Schlepp
Phone
4065862386
Raw XML Appendix326 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
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AllOtherExpensesGrp/TotalAmt05865
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BILL PERRY
IRS990/BooksInCareOfDetail/PhoneNum04062624533
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 11481
IRS990/BooksInCareOfDetail/USAddress/CityNm0BOZEMAN
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IRS990/ChangeToOrgDocumentsInd00
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IRS990/Form990PartVIISectionAGrp/PersonNm1Todd Tibbetts
IRS990/Form990PartVIISectionAGrp/PersonNm2Colter Brown
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
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IRS990/FSAuditedInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0None
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0193243
IRS990/NetAssetsOrFundBalancesEOYAmt0843889
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
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IRS990/OtherExpensesGrp/Desc2Cleaning
IRS990/OtherExpensesGrp/Desc3Fire Safety Service
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IRS990/PartialLiquidationInd00
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IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0Pennington & Company provided fundraising consulting services to Alpha Delta Alumni Association. All funds were initially received by the Treasurer of Alpha Delta Alumni Association, Bill Perry. The Treasurer then sent the money to the national Alpha Gamma Rho Education Foundation to be deposited into the Alpha Delta Housing Fund held on behalf of the Alpha Delta chapter. Money held in the Alpha Delta Housing Fund is only distributed from the Alpha Gamma Rho Education Foundation upon formal request.
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule G, Part I, Line 2b, Column (v)
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The treasurer provides a financial update during each semi-annual board meetings. A copy of the 990 is provided to the board members and is open to discussion during the board meeting annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Association's semi-annual board meetings include a review of the financial statements and are open to individuals who with to attend.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
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IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalVolunteersCnt00
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IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059718
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0n/a
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL PERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04065875155
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alpha Delta Alumni Association
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0816013618
ReturnHeader/Filer/PhoneNum04062624533
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 11481
ReturnHeader/Filer/USAddress/CityNm0Bozeman
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059719
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07E5DA92259E52EE03175BD1BBF8330D8873B16D3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.153.91.81
ReturnHeader/FilingSecurityInformation/IPDt02017-11-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm014:04:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wipfli LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E Main Ste 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059715
ReturnHeader/PreparerPersonGrp/PhoneNum04065862386
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jayme Schlepp
ReturnHeader/ReturnTs02017-11-29T17:09:39-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
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
$1,540,172
Liabilities
$696,283
Net assets
$843,889
Revenue
$817,700
Expenses
$167,054
Net income
$650,646
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