Civic Intelligence

Alpha Delta Alumni Association

990 • Fiscal year 2020 • EIN 81-6013618

Sep 01, 2019 to Aug 31, 2020 • Filed on Sep 30, 2020

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

60th percentile

0.33x

Higher debt load relative to assets than 60% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

89th percentile

2.70x

Higher debt load relative to revenue than 89% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Net Margin

89th percentile

33%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Asset Growth

36th percentile

-1.0%

Faster asset growth than 36% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

47th percentile

-6.4%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$1,484,890

Down $15,735 (-1.0%) from 2019

Net Assets

Up

$1,001,449

Up $58,600 (+6.2%) from 2019

Liabilities

Down

$483,441

Down $74,335 (-13%) from 2019

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin89th percentile

Revenue

Down

$178,811

Down $12,235 (-6.4%) from 2019

Expenses

Down

$120,211

Down $16,024 (-12%) from 2019

Net Income

Up

$58,600

Up $3,789 (+6.9%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2020

Assets$1,484,890
Liabilities$483,441
Net Assets$1,001,449
Open 2020 Filing

Operations Trend

Revenue Growth47th 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

2020

Revenue$178,811
Expenses$120,211
Net Income$58,600
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Sep 30, 2020
Return Version
2019v5.1
Gross Receipts
$178,811
Mission and Program Overview

Mission

Provide housing to fraternity members

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,407,290$1,367,020▼ $40,270
Rtn Earn Endowment Incm Other Fnds$942,849$1,001,449▲ $58,600
Cash and Non-Interest-Bearing Accounts$91,176$115,790▲ $24,614
Intangible Assets$2,159$2,080▼ $79
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,500,625$1,484,890▼ $15,735
Liabilities
Mortgage Notes Payable Secured by Investment Property$557,776$483,441▼ $74,335
Total Liabilities$557,776$483,441▼ $74,335
Net Assets / Fund Balance
Total Net Assets Fund Balance$942,849$1,001,449▲ $58,600
Total Liabilities and Net Assets / Fund Balance$1,500,625$1,484,890▼ $15,735

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,343,618$336,026$1,679,644
Other Land Buildings$8,562$106,635$115,197
Land$14,840-$14,840
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Colter BrownPresident
Jamie GibsonVice-president
Adam HeggelundSecretary
Bill PerryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$70,853
Program Service Revenue
$107,000
Investment Income
$458
Other Revenue
$500
All Other Contributions
$6,800
Change in Net Assets
$58,600
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$120,211
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion---$40,349
Interest---$24,783
Insurance---$24,173
Occupancy---$16,792
Fees for Services Other---$2,426
Fees for Services Accounting---$1,315
Other Expenses---$1,228
All Other Expenses---$789
Total Functional Expenses$0$0$0$120,211
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 35% controlled entity
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
2020-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Aaron Iverson
Formed
1939
Legal Domicile
Mt
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Wipfli Llp
Address
777 EAST MAIN SUITE 201, BOZEMAN, MT 59715
Preparer
Amanda Flohr
Phone
4065862386
Raw XML Appendix333 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/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 11481
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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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
IRS990ScheduleR/AssetExchangeInd00
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACTUAL DOLLARS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0EDUCATION FOUNDATION OF ALPHA GAMMA RHO
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1EDUCATION FOUNDATION OF ALPHA GAMMA RHO
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IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1S
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,484,890
Liabilities
$483,441
Net assets
$1,001,449
Revenue
$178,811
Expenses
$120,211
Net income
$58,600
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