Civic Intelligence

Alpha Delta Kappa Sorority Inc

990EZ • Fiscal year 2016 • EIN 95-2539786

Jun 01, 2015 to May 31, 2016 • Filed on Jun 15, 2016

Organization ProfileN/A
21921 CalatravaMission Viejo, CA 92692

(562) 691-1915

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Higher debt load relative to assets than 53% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

53rd percentile

0.00x

Higher debt load relative to revenue than 53% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Net Margin

5th percentile

-38%

Higher net margin than 5% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Asset Growth

19th percentile

-12%

Faster asset growth than 19% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-22%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$86,471

Down $11,414 (-12%) from 2015

Net Assets

Down

$86,461

Down $11,424 (-12%) from 2015

Liabilities

$10

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin5th percentile

Revenue

Down

$30,366

Down $8,603 (-22%) from 2015

Expenses

Up

$41,790

Up $14,548 (+53%) from 2015

Net Income

Down

-$11,424

Down $23,151 (-197%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$100K$50K$0Assets 2012: $76,220Liabilities 2012: $02012Assets 2014: $86,178Liabilities 2014: $20Net Assets 2014: $86,1582014Assets 2015: $97,885Net Assets 2015: $97,8852015Assets 2016: $86,471Liabilities 2016: $10Net Assets 2016: $86,4612016Assets 2017: $76,626Net Assets 2017: $76,6262017Assets 2018: $70,036Net Assets 2018: $70,0362018Assets 2019: $70,685Net Assets 2019: $70,6852019Assets 2020: $70,075Net Assets 2020: $70,0752020Assets 2021: $92,796Net Assets 2021: $92,7962021Assets 2022: $94,451Net Assets 2022: $94,4512022Assets 2023: $85,046Net Assets 2023: $85,0462023Assets 2024: $61,774Net Assets 2024: $61,7742024

Highlighted filing

2016

Assets$86,471
Liabilities$10
Net Assets$86,461
Open 2016 Filing

Operations Trend

Revenue Growth13th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2012: $33,874Expenses 2012: $41,920Net Income 2012: -$8,0462012Revenue 2014: $37,398Expenses 2014: $30,074Net Income 2014: $7,3242014Revenue 2015: $38,969Expenses 2015: $27,242Net Income 2015: $11,7272015Revenue 2016: $30,366Expenses 2016: $41,790Net Income 2016: -$11,4242016Revenue 2017: $32,738Expenses 2017: $42,573Net Income 2017: -$9,8352017Revenue 2018: $34,494Expenses 2018: $41,084Net Income 2018: -$6,5902018Revenue 2019: $43,289Expenses 2019: $42,640Net Income 2019: $6492019Revenue 2020: $33,150Expenses 2020: $33,760Net Income 2020: -$6102020Revenue 2021: $30,949Expenses 2021: $8,228Net Income 2021: $22,7212021Revenue 2022: $28,536Expenses 2022: $26,881Net Income 2022: $1,6552022Revenue 2023: $21,858Expenses 2023: $31,263Net Income 2023: -$9,4052023Revenue 2024: $30,020Expenses 2024: $53,292Net Income 2024: -$23,2722024

Highlighted filing

2016

Revenue$30,366
Expenses$41,790
Net Income-$11,424
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Jun 15, 2016
Return Version
2015v2.0
Gross Receipts
$31,166
Mission and Program Overview

Mission

Scholarships and altruistic charitable projects.

Program Services

DescriptionGrantsExpenses
EACH YEAR THIS ORGANIZATION GIVES EDUCATION SCHOLARSHIPS TO DESERVING COLLEGE STUDENTS. FOR FY 2015 THE ORGANIZATION GAVE OVER $5,900 IN SCHOLARSHIPS TO STUDENTS.--
EACH YEAR THIS ORGANIZATION MAKES VARIOUS ALTRUISTIC DONATIONS. IN FY 2015, THE ORGANIZATION GAVE AWAY $4,000 IN ALTRUISTIC DONATIONS.--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY ANN ENGLEHARTPresidentPT$0--
MOLLIE ACOSTAPast President-$0--
DIANA GALVANPresident-Elect-$0--
REBECCA SIKESVice President-$0--
KAREN KIRBYTreasurerPT$0--
LYNNE KEATINGRecording Secr.-$0--
KERRY HACKMANCorre. Secr.-$0--
SARA COOPERSgt-At-Arms-$0--
JOANNE GRIMMChaplain-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Delta Kappa
EIN
95-2539786
Address
21921 CALATRAVA, MISSION VIEJO, CA 92692

Signing Officer

Name
Karen Kirby
Title
Treasurer
Signed
2016-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Express Financial Services
Address
409 W La Habra Blvd, La Habra, CA 90631
Preparer
Michael A Lingis EA
Phone
5626911915
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $336”

Other Expenses.1003

“Information Technology $1776”

Other Expenses.1005

“Travel $19197”

Other Expenses.1007

“Conferences, Conventions, and Meetings $8849”

Other Expenses.1

“Scholarships and donations giv $9987”

Other Expenses.3

“Treasurer surety bond $100”

Other Expenses.5

“SCHOLARSHIP CHAIR $30”

Other Expenses.6

“BANK FEES $6”

Other Assets.1010

“Inventories - Beginning $7311 Inventories - Ending $6511”

Total Liabilities.1

“STATE FEES PAYABLE - Beginning $0 STATE FEES PAYABLE - Ending $10”

Raw XML Appendix144 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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IRS990EZ/BooksInCareOfDetail/PhoneNum05626911915
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MISSION VIEJO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0926921176
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt090574
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt079960
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt029191
IRS990EZ/CostOfGoodsSoldAmt0800
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11424
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01335
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt097885
IRS990EZ/Form990TotalAssetsGrp/EOYAmt086471
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01142
IRS990EZ/GrossReceiptsAmt031166
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt01942
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt033
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt097885
IRS990EZ/NetAssetsOrFundBalancesEOYAmt086461
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt097885
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt086461
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt64.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY ANN ENGLEHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MOLLIE ACOSTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DIANA GALVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3REBECCA SIKES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAREN KIRBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LYNNE KEATING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KERRY HACKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SARA COOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JOANNE GRIMM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Recording Secr.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Corre. Secr.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Sgt-at-Arms
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Chaplain
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07311
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06511
IRS990EZ/OtherExpensesTotalAmt040281
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOLARSHIPS AND ALTRUISTIC CHARITABLE PROJECTS.
IRS990EZ/PrintingPublicationsPostageAmt0174
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EACH YEAR THIS ORGANIZATION GIVES EDUCATION SCHOLARSHIPS TO DESERVING COLLEGE STUDENTS. FOR FY 2015 THE ORGANIZATION GAVE OVER $5,900 IN SCHOLARSHIPS TO STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EACH YEAR THIS ORGANIZATION MAKES VARIOUS ALTRUISTIC DONATIONS. IN FY 2015, THE ORGANIZATION GAVE AWAY $4,000 IN ALTRUISTIC DONATIONS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041790
IRS990EZ/TotalRevenueAmt030366
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $336
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $1776
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $19197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $8849
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLARSHIPS AND DONATIONS GIV $9987
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TREASURER SURETY BOND $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SCHOLARSHIP CHAIR $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK FEES $6
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Inventories - Beginning $7311 Inventories - Ending $6511
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9STATE FEES PAYABLE - Beginning $0 STATE FEES PAYABLE - Ending $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1010
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN KIRBY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA DELTA KAPPA
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0952539786
ReturnHeader/Filer/USAddress/AddressLine1Txt021921 CALATRAVA
ReturnHeader/Filer/USAddress/CityNm0MISSION VIEJO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092692
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Express Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0409 W La Habra Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0La Habra
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090631
ReturnHeader/PreparerPersonGrp/PhoneNum05626911915
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael A Lingis EA
ReturnHeader/ReturnTs02016-06-15T12:31:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,471
Liabilities
$10
Net assets
$86,461
Revenue
$30,366
Expenses
$41,790
Net income
-$11,424
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$61.8$61.8$30.0$53.3$23.3
2023Detailed filing. Detailed filing data is available for this year.$85.0$85.0$21.9$31.3$9.41
2022Detailed filing. Detailed filing data is available for this year.$94.5$94.5$28.5$26.9$1.66
2021Detailed filing. Detailed filing data is available for this year.$92.8$92.8$30.9$8.23$22.7
2020Detailed filing. Detailed filing data is available for this year.$70.1$70.1$33.2$33.8$0.61
2019Detailed filing. Detailed filing data is available for this year.$70.7$70.7$43.3$42.6$0.65
2018Detailed filing. Detailed filing data is available for this year.$70.0$70.0$34.5$41.1$6.59
2017Detailed filing. Detailed filing data is available for this year.$76.6$76.6$32.7$42.6$9.84
2016Detailed filing. Detailed filing data is available for this year.$86.5$0.01$86.5$30.4$41.8$11.4
2015Detailed filing. Detailed filing data is available for this year.$97.9$97.9$39.0$27.2$11.7
2014Detailed filing. Detailed filing data is available for this year.$86.2$0.02$86.2$37.4$30.1$7.32
2012Summary only. Only limited summary data is available for this year.$76.2$0.00$33.9$41.9$8.05