Civic Intelligence

Alpha XI Delta Fraternity Washington Associates of Nu Ch

EIN 91-6076808 • 501(c)7 • Indianapolis, IN

Profile

The mission of alpha xi delta fraternity is to enrich the life of every alpha xi delta. We will nurture unity and cooperation, foster intellectual, professional and personal growth, exemplify the highest ethical conduct, instill community responsibility, perpetuate fraternal growth.

8702 Founders RoadIndianapolis, IN 46268

washington.alphaxidelta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.00x

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

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

Liabilities / Revenue

15th percentile

0.00x

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

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

Net Margin

39th percentile

2.1%

Higher net margin than 39% of similar nonprofits.

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

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

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

Asset Growth

98th percentile

92%

Faster asset growth than 98% of similar nonprofits.

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

Revenue Growth

7th percentile

-22%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$48,229

Up $23,112 (+92%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Up

$48,229

Up $23,112 (+92%) from 2019

Operations
Liabilities / Revenue15th percentileNet Margin39th percentile

Revenue

Down

$1,101,496

Down $319,359 (-22%) from 2019

Expenses

Down

$1,078,384

Down $358,868 (-25%) from 2019

Net Income

Up

$23,112

Up $39,509 (+241%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $932,919Liabilities 2010: $1,006,485Net Assets 2010: -$73,5662010Assets 2011: $1,017,229Liabilities 2011: $980,674Net Assets 2011: $36,5552011Assets 2012: $1,032,639Liabilities 2012: $951,429Net Assets 2012: $81,2102012Assets 2013: $1,073,661Liabilities 2013: $820,845Net Assets 2013: $252,8162013Assets 2014: $1,017,927Liabilities 2014: $896,663Net Assets 2014: $121,2642014Assets 2015: $1,898,885Liabilities 2015: $1,550,000Net Assets 2015: $348,8852015Assets 2017: $4,101,052Liabilities 2017: $3,752,186Net Assets 2017: $348,8662017Assets 2018: $4,421,719Liabilities 2018: $3,638,254Net Assets 2018: $783,4652018Assets 2019: $25,117Liabilities 2019: $0Net Assets 2019: $25,1172019Assets 2020: $48,229Liabilities 2020: $0Net Assets 2020: $48,2292020

Highlighted filing

2020

Assets$48,229
Liabilities$0
Net Assets$48,229
Open 2020 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2010: $600,408Expenses 2010: $538,479Net Income 2010: $61,9292010Revenue 2011: $670,070Expenses 2011: $531,227Net Income 2011: $138,8432011Expenses 2012: $556,2612012Revenue 2013: $738,542Expenses 2013: $607,753Net Income 2013: $130,7892013Revenue 2014: $677,699Expenses 2014: $619,435Net Income 2014: $58,2642014Revenue 2015: $792,546Expenses 2015: $696,477Net Income 2015: $96,0692015Revenue 2017: $995,588Expenses 2017: $1,002,099Net Income 2017: -$6,5112017Revenue 2018: $1,127,388Expenses 2018: $911,470Net Income 2018: $215,9182018Revenue 2019: $1,420,855Expenses 2019: $1,437,252Net Income 2019: -$16,3972019Revenue 2020: $1,101,496Expenses 2020: $1,078,384Net Income 2020: $23,1122020

Highlighted filing

2020

Revenue$1,101,496
Expenses$1,078,384
Net Income$23,112
Open 2020 Filing

Filings

Most recent year

2020 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$48,229
Liabilities
$0
Net assets
$48,229
Revenue
$1,101,496
Expenses
$1,078,384
Net income
$23,112
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$1.10$1.08$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$1.42$1.44$0.02
2018Summary only. Only limited summary data is available for this year.$4.42$3.64$0.78$1.13$0.91$0.22
2017Summary only. Only limited summary data is available for this year.$4.10$3.75$0.35$1.00$1.00$0.01
2015Summary only. Only limited summary data is available for this year.$1.90$1.55$0.35$0.79$0.70$0.10
2014Summary only. Only limited summary data is available for this year.$1.02$0.90$0.12$0.68$0.62$0.06
2013Summary only. Only limited summary data is available for this year.$1.07$0.82$0.25$0.74$0.61$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.95$0.08$0.56
2011Summary only. Only limited summary data is available for this year.$1.02$0.98$0.04$0.67$0.53$0.14
2010Summary only. Only limited summary data is available for this year.$0.93$1.01$0.07$0.60$0.54$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Oct 13, 2020
Return Version
2019v5.0
Gross Receipts
$1,101,496
Mission and Program Overview

Mission

The corporation shall be organized and operate exclusively for the

Local chapter of a national collegiate social fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$25,117$48,229▲ $23,112
Rtn Earn Endowment Incm Other Fnds$25,117$48,229▲ $23,112
Total Assets$25,117$48,229▲ $23,112
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$25,117$48,229▲ $23,112
Total Liabilities and Net Assets / Fund Balance$25,117$48,229▲ $23,112
Compensation and Service Providers
Top Officer Pay80th percentile

Board Members and Trustees

NameTitle
Mariah LanpharChapter Life
Taylor RorstadChapter Pres
Emily ReidFinance & Op
Lauren BanksMembership V
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,101,496
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$23,112
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,078,056
Grants and Similar Amounts Paid$328
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$904,091
Other Expenses---$10,518
All Other Expenses---$6,147
Conferences and Meetings---$1,461
Grants to Domestic Orgs---$328
Total Functional Expenses$0$0$0$1,078,384
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
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, Page 6, Part VI, Line 11B

“The organization's form 990 is prepared by an accounting professional with experience in the area of non-profit taxation. The board performs a cursory review of the return to make sure no material ommissions or misstatements are made before it is filed. Once approved, the return is signed by an authorized agent and filed.”

Form 990, Page 6, Part VI, Line 19

“Upon request, within one week of request.”

Filing and Contact Details

Filer

Filer Name
Alpha Xi Delta Fraternity
EIN
91-6076808
Phone
2062407343
Address
8702 FOUNDERS ROAD, INDIANAPOLIS, IN 46268

Signing Officer

Name
Taylor Rorstad
Title
Chapter President
Phone
4259884934
Signed
2020-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Emily Reid
Formed
1907
Legal Domicile
Wa
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
78

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Elizabeth Brewer
Phone
2057587754
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The mission of alpha xi delta fraternity is to enrich the life of every alpha xi delta. We will nurture unity and cooperation, foster intellectual, professional and personal growth, exemplify the highest ethical conduct, instill community responsibility, perpetuate fraternal growth.”

Raw XML Appendix245 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/Form990PartVIISectionAGrp/OtherCompensationAmt30
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IRS990/Form990PartVIISectionAGrp/PersonNm2EMILY REID
IRS990/Form990PartVIISectionAGrp/PersonNm3TAYLOR RORSTAD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBERSHIP V
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAPTER LIFE
IRS990/Form990PartVIISectionAGrp/TitleTxt2FINANCE & OP
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAPTER PRES
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01907
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0328
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01101496
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitiationFeesAndCapContriAmt06637
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetAssetsOrFundBalancesBOYAmt025117
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0904091
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc2BANK CHARGES
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IRS990/OtherExpensesGrp/TotalAmt063936
IRS990/OtherExpensesGrp/TotalAmt153488
IRS990/OtherExpensesGrp/TotalAmt238415
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IRS990/OtherWebsiteInd0X
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IRS990/ProfessionalFundraisingInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S FORM 990 IS PREPARED BY AN ACCOUNTING PROFESSIONAL WITH EXPERIENCE IN THE AREA OF NON-PROFIT TAXATION. THE BOARD PERFORMS A CURSORY REVIEW OF THE RETURN TO MAKE SURE NO MATERIAL OMMISSIONS OR MISSTATEMENTS ARE MADE BEFORE IT IS FILED. ONCE APPROVED, THE RETURN IS SIGNED BY AN AUTHORIZED AGENT AND FILED.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/FilingSecurityInformation/IPTm011:38:19
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BREWER
ReturnHeader/ReturnTs02020-10-15T11:38:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

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