Civic Intelligence

Alpha Delta Foundation

990 • Fiscal year 2022 • EIN 84-4755084

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 06, 2023

Organization ProfileN/A
P O Box 17047Raleigh, NC 27619

(910) 660-0972

Siviq Scores

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

Liabilities / Assets

67th percentile

0.00x

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

2022 filings • NTEE B82 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

66th percentile

0.00x

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

2022 filings • NTEE B82 • $500k-$1M nonprofits • Source year 2022

Net Margin

88th percentile

87%

Higher net margin than 88% of similar nonprofits.

2022 filings • NTEE B82 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2022 filings • NTEE B82 • $500k-$1M nonprofits • Source year 2022

Asset Growth

28th percentile

-6.5%

Faster asset growth than 28% of similar nonprofits.

2022 filings • NTEE B82 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-89%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • NTEE B82 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets67th percentile

Assets

Flat

$653,407

Flat from 2022

Net Assets

Flat

$653,407

Flat from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin88th percentile

Revenue

Flat

$72,251

Flat from 2022

Expenses

Flat

$9,573

Flat from 2022

Net Income

Flat

$62,678

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$1.0M$500K$0Assets 2020: $16,485Liabilities 2020: $0Net Assets 2020: $16,4852020Assets 2021: $699,043Liabilities 2021: $0Net Assets 2021: $699,0432021Assets 2022: $653,407Liabilities 2022: $0Net Assets 2022: $653,4072022Assets 2022: $653,407Liabilities 2022: $0Net Assets 2022: $653,4072022Assets 2023: $758,473Liabilities 2023: $0Net Assets 2023: $758,4732023Assets 2024: $863,716Liabilities 2024: $0Net Assets 2024: $863,7162024

Highlighted filing

2022

Assets$653,407
Liabilities$0
Net Assets$653,407
Open 2022 Filing

Operations Trend

Revenue Growth7th percentile

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

$800K$600K$400K$200K$0Revenue 2020: $18,000Expenses 2020: $1,515Net Income 2020: $16,4852020Revenue 2021: $683,782Expenses 2021: $19,424Net Income 2021: $664,3582021Revenue 2022: $72,251Expenses 2022: $9,573Net Income 2022: $62,6782022Revenue 2022: $72,251Expenses 2022: $9,573Net Income 2022: $62,6782022Revenue 2023: $35,763Expenses 2023: $9,043Net Income 2023: $26,7202023Revenue 2024: $31,480Expenses 2024: $12,759Net Income 2024: $18,7212024

Highlighted filing

2022

Revenue$72,251
Expenses$9,573
Net Income$62,678
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 6, 2023
Return Version
2022v5.0
Gross Receipts
$224,561
Mission and Program Overview

Mission

The corporation was formed to promote education by the grant of awards scholarships to persons who are full-time undergraduate students in good standing at the university of north carolina chapel hill with preference to such person who are members of the alpha delta chapter of the alpha tau omega fraternity, based upon such eligibility criteria and selection criteria as may be approved from time-to-time by the corporation's board of directors. The purpose of the scholarship awards is to promote and reward the values of academic achievement and service to the chapter, the university, and the broader community, and to serve as a beacon to attract to the fraternity young men who share these values.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$675,129$607,526▼ $67,603
Cash and Non-Interest-Bearing Accounts$18,819$42,438▲ $23,619
Investments Other Securities$5,095$3,443▼ $1,652
Total Assets$699,043$653,407▼ $45,636
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$699,043$653,407▼ $45,636
Total Net Assets Fund Balance$699,043$653,407▼ $45,636
Total Liabilities and Net Assets / Fund Balance$699,043$653,407▼ $45,636
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
John R GardnerPresident
Justin PlummerVice President
Cecil W SewellDirector
Edmund S BurkeDirector
H Spencer Everett JrDirector
Thomas S Kenan IiiDirector
Edward T Shipley IiiTreasurer and Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$72,615
Program Service Revenue
$0
Investment Income
$-364
Other Revenue
$0
All Other Contributions
$72,615
Change in Net Assets
$62,678
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,573
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
Fees for Services Management-$5,926-$5,926
Fees for Services Accounting-$1,995-$1,995
Depreciation Depletion-$1,652-$1,652
Total Functional Expenses$0$9,573$0$9,573
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
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

“An electronic copy of the 990 is distributed to all board members for their review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Directors are required to report any conflicts, and the reporting is monitored and addressed according to organization policies by the executive director.”

Form 990, Part VI, Section C, Line 19

“Alpha delta foundation makes its governing documents and forms 990 available upon request.”

Filing and Contact Details

Filer

Filer Name
Alpha Delta Foundation
EIN
84-4755084
Phone
9106600972
Address
P O BOX 17047, RALEIGH, NC 27619

Signing Officer

Name
Edward T Shipley
Title
Treasurer
Phone
9106600972
Signed
2023-06-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John R Gardner
Formed
2020
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Costello Hill & Company Llp
Address
1112 MAGNOLIA STREET, GREENSBORO, NC 27401-1426
Preparer
W Gregory Ashley
Phone
3362743281
Raw XML Appendix331 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN ELECTRONIC COPY OF THE 990 IS DISTRIBUTED TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DIRECTORS ARE REQUIRED TO REPORT ANY CONFLICTS, AND THE REPORTING IS MONITORED AND ADDRESSED ACCORDING TO ORGANIZATION POLICIES BY THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALPHA DELTA FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND FORMS 990 AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0653407
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 17047
IRS990/USAddress/CityNm0RALEIGH
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027619
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD T SHIPLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09106600972
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA DELTA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0844755084
ReturnHeader/Filer/PhoneNum09106600972
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ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027619
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560572048
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COSTELLO HILL & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01112 MAGNOLIA STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0274011426
ReturnHeader/PreparerPersonGrp/PhoneNum03362743281
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W GREGORY ASHLEY
ReturnHeader/ReturnTs02023-06-23T15:59:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EDWARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHIPLEY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$653,407
Liabilities
$0
Net assets
$653,407
Revenue
$72,251
Expenses
$9,573
Net income
$62,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.64$0.00$8.64$0.31$0.13$0.19
2023Summary only. Only limited summary data is available for this year.$7.58$0.00$7.58$0.36$0.09$0.27
2022Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.72$0.10$0.63
2022Summary only. Only limited summary data is available for this year.$6.53$0.00$6.53$0.72$0.10$0.63
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.99$0.00$6.99$6.84$0.19$6.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.00$0.16$0.18$0.02$0.16