Civic Intelligence

Alpha Phi International Fraternity- Chi Chapter

990 • Fiscal year 2021 • EIN 01-0951001

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 18, 2021

9717 Elk Grove Florin Rd Unit BElk Grove, CA 95624

(916) 687-7700

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.00x

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

60th percentile

11%

Higher net margin than 60% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

81st percentile

27%

Faster asset growth than 81% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

36th percentile

-6.5%

Faster revenue growth than 36% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$145,671

Up $30,984 (+27%) from 2020

Net Assets

Up

$145,671

Up $30,984 (+27%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$277,599

Down $19,321 (-6.5%) from 2020

Expenses

Down

$246,615

Down $24,825 (-9.1%) from 2020

Net Income

Up

$30,984

Up $5,504 (+22%) from 2020

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $11,730Net Assets 2010: $11,7302010Assets 2011: $18,828Liabilities 2011: $4,904Net Assets 2011: $13,9242011Assets 2012: $19,398Liabilities 2012: $5,467Net Assets 2012: $13,9312012Assets 2013: $23,935Liabilities 2013: $0Net Assets 2013: $23,9352013Assets 2014: $26,883Liabilities 2014: $0Net Assets 2014: $26,8832014Assets 2015: $28,671Liabilities 2015: $0Net Assets 2015: $28,6712015Assets 2016: $45,079Liabilities 2016: $0Net Assets 2016: $45,0792016Assets 2017: $56,346Liabilities 2017: $0Net Assets 2017: $56,3462017Assets 2018: $73,869Liabilities 2018: $0Net Assets 2018: $73,8692018Assets 2019: $89,207Liabilities 2019: $0Net Assets 2019: $89,2072019Assets 2020: $114,687Liabilities 2020: $0Net Assets 2020: $114,6872020Assets 2021: $145,671Liabilities 2021: $0Net Assets 2021: $145,6712021Assets 2022: $145,785Liabilities 2022: $0Net Assets 2022: $145,7852022Assets 2023: $153,028Liabilities 2023: $0Net Assets 2023: $153,0282023Assets 2024: $160,533Liabilities 2024: $0Net Assets 2024: $160,5332024Assets 2025: $168,135Liabilities 2025: $0Net Assets 2025: $168,1352025

Highlighted filing

2021

Assets$145,671
Liabilities$0
Net Assets$145,671

Operations Trend

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

$600K$400K$200K$0Revenue 2010: $37,454Expenses 2010: $34,331Net Income 2010: $3,1232010Revenue 2011: $203,080Expenses 2011: $200,886Net Income 2011: $2,1942011Revenue 2012: $231,815Expenses 2012: $231,808Net Income 2012: $72012Revenue 2013: $250,158Expenses 2013: $240,154Net Income 2013: $10,0042013Revenue 2014: $285,944Expenses 2014: $282,996Net Income 2014: $2,9482014Revenue 2015: $284,185Expenses 2015: $282,397Net Income 2015: $1,7882015Revenue 2016: $297,149Expenses 2016: $280,741Net Income 2016: $16,4082016Revenue 2017: $318,695Expenses 2017: $307,428Net Income 2017: $11,2672017Revenue 2018: $319,841Expenses 2018: $302,318Net Income 2018: $17,5232018Revenue 2019: $308,601Expenses 2019: $293,263Net Income 2019: $15,3382019Revenue 2020: $296,920Expenses 2020: $271,440Net Income 2020: $25,4802020Revenue 2021: $277,599Expenses 2021: $246,615Net Income 2021: $30,9842021Revenue 2022: $304,527Expenses 2022: $304,413Net Income 2022: $1142022Revenue 2023: $308,359Expenses 2023: $301,116Net Income 2023: $7,2432023Revenue 2024: $362,400Expenses 2024: $354,895Net Income 2024: $7,5052024Revenue 2025: $420,637Expenses 2025: $413,035Net Income 2025: $7,6022025

Highlighted filing

2021

Revenue$277,599
Expenses$246,615
Net Income$30,984
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 18, 2021
Return Version
2020v4.0
Gross Receipts
$277,599
Mission and Program Overview

Mission

Alpha Phi is a sisterhood of women supporting each other in lifelong achievement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$114,687$145,671▲ $30,984
Cash and Non-Interest-Bearing Accounts$68,425$99,335▲ $30,910
Savings and Temporary Cash Investments$46,262$46,336▲ $74
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$114,687$145,671▲ $30,984
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$114,687$145,671▲ $30,984
Total Liabilities and Net Assets / Fund Balance$114,687$145,671▲ $30,984
Compensation and Service Providers

Board Members and Trustees

NameTitle
Springer KatePresident
Phillips ClancyDirector of CHA
Lacombe SamanthaDirector of COM
Price TaliaExecutive Admin
Blume KaitlynPanhellenic Del
Bohannon BrooklynnVP of Diversity
Tribble MeganVP of Finance
Sanders MakaylaVP of Health, W
Hudson RidleyVP of Marketing
Katinas MariaVP of Membershi
Peterson JadynVP of New Membe
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$277,525
Investment Income
$74
Other Revenue
$0
Change in Net Assets
$30,984
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$246,615
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
Occupancy---$201,069
Office Expenses---$8,713
All Other Expenses---$6,393
Fees for Services Accounting---$3,228
Other Expenses---$2,539
Conferences and Meetings---$1,470
Fees for Services Legal---$20
Total Functional Expenses$0$0$0$246,615
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The form 990 is prepared by the organization's bookkeeper. The return is sent to the Board Members for review and comment. After this process is satisfied, the return is filed.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The organization provides its governing documents and financial statements to the public upon request.

Form 990, Part VI, Line 6 - Explanation of Members

Members of the organization include initiated and uninitiated members of Alpha Phi who are full time students at UM.It is a private membership organization whose members are selected following a series of meetings, socials and interviews by existing members of the Fraternity at UM.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at UM,and have a sincere desire to contribute to the work of the Fraternity.

Form 990, Part VI, Line 7A - How Members or Shareholders Elect Governi

Members elect the Executive Board annually at a membership meeting.

Filing and Contact Details

Filer

Filer Name
Alpha Phi International Fraternity-
EIN
01-0951001
Phone
9166877700
Address
9717 ELK GROVE FLORIN RD UNIT B, ELK GROVE, CA 95624

Signing Officer

Name
Tribble Megan
Title
VP of Finance
Signed
2021-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Springer Kate
Formed
1918
Legal Domicile
Mt
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Sorority Solutions Inc
Address
9717 Elk Grove Florin Rd, Elk Grove, CA 95624
Preparer
Tammy Trujillo
Phone
9166877700
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1 - Organization Mission

The mission of the organization is to support its members in lifelong achievement. The organization is a sorority that operates on the campus of University of Montana ("UM").It achieves its mission by providing opportunities for its members to achieve their goals and promote life long bonds. This includes the renting of a facility where members may live and meet, providing leadership opportunities, and providing programs that encourage personal growth and provide incentive for members to join and remain members of the organization.

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Admin
IRS990/Form990PartVIISectionAGrp/TitleTxt8PANHELLENIC DEL
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3-1817
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt047838
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1219033
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt212471
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3-1817
IRS990/ProgSrvcAccomActy2Grp/Desc0All members participate in formal recruitment training and formal recruitment that takes place over a number of days. As a result of their efforts 30 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.
IRS990/ProgSrvcAccomActy3Grp/Desc0A professional photograph of each member is taken, that is transposed onto a class photo montage. The Composite is displayed prominently; and all members receive a 9x12 copy. The Composite is a marketing tool as it is viewed by those who enter onto the premises and may be used in both printed or online media.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0246
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0271440
IRS990/PYProgramServiceRevenueAmt0296674
IRS990/PYRevenuesLessExpensesAmt025480
IRS990/PYTotalExpensesAmt0271440
IRS990/PYTotalRevenueAmt0296920
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt030984
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0114687
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0145671
IRS990/SavingsAndTempCashInvstGrp/BOYAmt046262
IRS990/SavingsAndTempCashInvstGrp/EOYAmt046336
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The form 990 is prepared by the organization's bookkeeper. The return is sent to the Board Members for review and comment. After this process is satisfied, the return is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization provides its governing documents and financial statements to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The mission of the organization is to support its members in lifelong achievement. The organization is a sorority that operates on the campus of University of Montana ("UM").It achieves its mission by providing opportunities for its members to achieve their goals and promote life long bonds. This includes the renting of a facility where members may live and meet, providing leadership opportunities, and providing programs that encourage personal growth and provide incentive for members to join and remain members of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Members of the organization include initiated and uninitiated members of Alpha Phi who are full time students at UM.It is a private membership organization whose members are selected following a series of meetings, socials and interviews by existing members of the Fraternity at UM.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at UM,and have a sincere desire to contribute to the work of the Fraternity.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Members elect the Executive Board annually at a membership meeting.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART III, LINE 1 - ORGANIZATION MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, LINE 6 - EXPLANATION OF MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, LINE 7A - HOW MEMBERS OR SHAREHOLDERS ELECT GOVERNI
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0114687
IRS990/TotalAssetsEOYAmt0145671
IRS990/TotalAssetsGrp/BOYAmt0114687
IRS990/TotalAssetsGrp/EOYAmt0145671
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0246615
IRS990/TotalGrossUBIAmt074
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0114687
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0145671
IRS990/TotalProgramServiceRevenueAmt0277525
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0277525
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0277599
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt074
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0114687
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0145671
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01107 Gerald Avenue
IRS990/USAddress/CityNm0Missoula
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059801
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tribble Megan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0010951001
ReturnHeader/Filer/PhoneNum09166877700
ReturnHeader/Filer/USAddress/AddressLine1Txt09717 ELK GROVE FLORIN RD UNIT B
ReturnHeader/Filer/USAddress/CityNm0ELK GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095624
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262848481
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SORORITY SOLUTIONS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09717 Elk Grove Florin Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Elk Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095624
ReturnHeader/PreparerPersonGrp/PhoneNum09166877700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMMY TRUJILLO
ReturnHeader/ReturnTs02021-10-18T09:03:28-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Tribble
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Megan
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.00$1.68$4.21$4.13$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$3.62$3.55$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$3.08$3.01$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$3.05$3.04$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$2.78$2.47$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$2.97$2.71$0.25
2019Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$3.09$2.93$0.15
2018Summary only. Only limited summary data is available for this year.$0.74$0.00$0.74$3.20$3.02$0.18
2017Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$3.19$3.07$0.11
2016Summary only. Only limited summary data is available for this year.$0.45$0.00$0.45$2.97$2.81$0.16
2015Summary only. Only limited summary data is available for this year.$0.29$0.00$0.29$2.84$2.82$0.02
2014Summary only. Only limited summary data is available for this year.$0.27$0.00$0.27$2.86$2.83$0.03
2013Summary only. Only limited summary data is available for this year.$0.24$0.00$0.24$2.50$2.40$0.10
2012Summary only. Only limited summary data is available for this year.$0.19$0.05$0.14$2.32$2.32$0.00
2011Summary only. Only limited summary data is available for this year.$0.19$0.05$0.14$2.03$2.01$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.12$0.37$0.34$0.03