Alpha Phi Delta Fraternity INC EIN 11-2459237 Form 990 (PDF) Claim this org

Alpha Phi Delta Fraternity INC FY2023 filing

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Manages the national headquarters for a fraternity. For fiscal year 2023 it reported $211K in revenue, $238K in expenses, and $31K in net assets.Pt I

Type
Mutual-benefit / member-serving · Nonprofit
Location
Camden, DE
Website
apd.org
Filings
5 on file (2021–2023)
Revenue
$211KFY2023
Expenses
$238K
Net assets
$31K
People
12
Filings
5
Updates
0
More identity details & actions ⌄
EIN  11-2459237 Mutual-benefit / member-serving Camden, DE
Form 990 (PDF)
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →
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Size
$100K–1M
What they do
Manages the national headquarters for a fraternity.
Leadership
Zachery Bartolotta · VP Expansion
Money in and out
$211K revenue, $238K expenses
Bottom line
-12% surplus margin
Reported financial activity · FY2023
Total revenue
$211K
Pt VIII · Ln 12
Total expenses
$238K
Pt IX · Ln 25
Net assets
$31K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$26K
Where spending went · Part IX cols B–D
Program services $0.85 Management & general $0.15
Surplus margin
-12%
revenue over expenses, this year
Program spending
85%
of expenses reach programs

Summary of the Filing

Part I · fiscal year 2023 · Form 990
Revenue
$211K
FY2023▼ -15%
Expenses
$238K
FY2023▼ -0.9%
Total assets
$31K
FY2023▼ -43%
Total liabilities
$0
FY2023
Total revenue
$211K
Pt VIII · Ln 12
Total expenses
$238K
Pt IX · Ln 25
Net assets
$31K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$26K
Total assetsPt X · Ln 16$31K
Program-expense ratioPt IX · col B85%
Voting members of governing bodyPt I · Ln 312
Independent voting membersPt I · Ln 412

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CAlpha Phi Delta Fraternity INC
EINHdr · item D11-2459237
Principal addressHdr · item CCamden, DE
WebsiteHdr · item Japd.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MDE
Exempt statusHdr · item I501(c)(7) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFJun 1980

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a12
Independent voting membersPt VI · Ln 1b12
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
VP Expansion
$0Pt VII · Sec A
VP Public Relat
$0Pt VII · Sec A
VP Member Ed
$0Pt VII · Sec A
National Pres.
$0Pt VII · Sec A
VP Cultural Aff
$0Pt VII · Sec A
National VP
$0Pt VII · Sec A
Nat'l Sec/Chapl
$0Pt VII · Sec A
Vp-Undergrad
$0Pt VII · Sec A
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Mission & Programs · Part III

Where the work happens

3 program services account for $187K of program spending, described in the organization's own filed words · FY2022.
01

Chapter Leadership Development provides training for fundraising and leadership.

$106Kprogram expense
02

Other Program Services

National Council Meeting Provides Personal Contact to Conduct Fraternity Business.

$59Kprogram expense
03

National Convention is the Annual Event providing updates to the Business and plans for the future business goals and objectives.

$22Kprogram expense

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Statement of Revenue

Part VIII
Program service revenue$158K · 75%
Contributions & grants$52K · 25%
Other revenue$2K · 1%
Program service revenue75%$158K
Contributions & grants25%$52K
Other revenue1%$2K
Investment income$1
Total revenueLn 12$211K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.85 Management & general $0.15
Program services85%$202K
Management & general15%$36K
Total functional expensesLn 25$238K

Balance Sheet

Part X · end of year
CashLn 1$24K
Total assetsLn 16$31K
Total liabilitiesLn 26$0
Total net assetsLn 32$31K
Months of cash on handcomputed1.2

Financial Metrics

Form 990 · FY2023 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $31K · Operating expenses/yr $238K
1.6 months
Where the money goes
Program services
Program services $202K · Total expenses $238K
85%
Management & General
Management & general $36K · Total expenses $238K
15%
Fundraising
Fundraising $0 · Total expenses $238K
0%
Cost to raise $1
Fundraising expense (2-yr avg) $0 · Solicited contributions (2-yr avg) $51K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $52K · Total revenue $211K
25%
Government reliance
Government grants — · Total revenue $211K
Earned-income share
Program service revenue $158K · Total revenue $211K
75%
Investment reliance
Investment income $1 · Total revenue $211K
<0.01%
Program self-sufficiency
Program service revenue $158K · Total expenses $238K
66%
Growth & trend
Revenue growth (YoY)
This year $211K · Prior year $250K
-15%
Net-asset trend (YoY)
End of year $31K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $211K · Expenses $238K
-12%
Liabilities-to-Assets
Total liabilities — · Total assets $31K
Net-asset ratio
Net assets $31K · Total assets $31K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $7K · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $31K
23%
People & payroll
Highest Reported Total Compensation
Individual Zachery Bartolotta · Reported title VP Expansion · Highest reported compensation $0 · Total expenses $238K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $0 · Total expenses $238K
0%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 85%
Overhead ratio 15%
Fundraising cost ratio 0%
Revenue growth -15%
Investment management fee ratio 0%
Legal fee ratio 0%
Accounting fee ratio 0%
Fundraising fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$86K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$325K revenue · ⤓ 990 PDF
FY2024$262K revenue · ⤓ 990 PDF
FY2023$211K revenue · viewing · ⤓ 990 PDF
FY2022$250K revenue · ⤓ 990 PDF
FY2021$198K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2023IRS
Classification, formation year, addressIRS Business Master File
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