Civic Intelligence

Alpha Phi International Fraternity Inc

990EZ • Fiscal year 2019 • EIN 01-6018552

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 05, 2019

Organization Profilewww.umainealphaphi.org
PO Box 270Wilton, CA 95693

(916) 687-7700

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

53rd percentile

0.00x

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

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Net Margin

87th percentile

24%

Higher net margin than 87% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Asset Growth

83rd percentile

22%

Faster asset growth than 83% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

50th percentile

0.4%

Faster revenue growth than 50% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$73,055

Up $13,407 (+22%) from 2018

Net Assets

$73,055

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin87th percentile

Revenue

Up

$55,137

Up $233 (+0.4%) from 2018

Expenses

Down

$41,730

Down $9,323 (-18%) from 2018

Net Income

Up

$13,407

Up $9,556 (+248%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$100K$50K$0Assets 2011: $20,954Liabilities 2011: $02011Assets 2012: $21,728Liabilities 2012: $02012Assets 2016: $49,059Liabilities 2016: $02016Assets 2017: $55,797Liabilities 2017: $02017Assets 2018: $59,648Liabilities 2018: $02018Assets 2019: $73,055Liabilities 2019: $0Net Assets 2019: $73,0552019Assets 2020: $83,539Liabilities 2020: $0Net Assets 2020: $83,5392020Assets 2021: $98,909Liabilities 2021: $0Net Assets 2021: $98,9092021

Highlighted filing

2019

Assets$73,055
Liabilities$0
Net Assets$73,055
Open 2019 Filing

Operations Trend

Revenue Growth50th percentile

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

$80K$60K$40K$20K$0Revenue 2011: $41,508Expenses 2011: $36,714Net Income 2011: $4,7942011Revenue 2012: $44,323Expenses 2012: $43,956Net Income 2012: $3672012Revenue 2016: $59,845Expenses 2016: $55,015Net Income 2016: $4,8302016Revenue 2017: $60,488Expenses 2017: $53,750Net Income 2017: $6,7382017Revenue 2018: $54,904Expenses 2018: $51,053Net Income 2018: $3,8512018Revenue 2019: $55,137Expenses 2019: $41,730Net Income 2019: $13,4072019Revenue 2020: $50,130Expenses 2020: $39,646Net Income 2020: $10,4842020Revenue 2021: $42,670Expenses 2021: $27,300Net Income 2021: $15,3702021

Highlighted filing

2019

Revenue$55,137
Expenses$41,730
Net Income$13,407
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 5, 2019
Return Version
2018v3.1
Gross Receipts
$55,137
Mission and Program Overview

Mission

Social Organization

Program Services

DescriptionGrantsExpenses
Members of the Executive Board attend a Conference over a three day period to obtain training for their positions. The training teaches the Officers how to manage the Organization and provides them with networking opportunities as they meet other members from other Alpha Phi Chapters in their region.--
All members participate in formal recruitment training and formal recruitment that takes place over a number of days. As a result of their efforts 20 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.--
The Organization put on an event to encourage donations to the Alpha Phi Foundation. The event was attended by all members, family members and alumni members. The event facilitated social interaction between the attendees and encouraged continued membership with the Organization.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lavoie LydiaPresidentPT$0--
Van Steenberghe JuliaVP Risk Mangemt-$0--
Page KaitlynVP Member Educ-$0--
Nitchman BryceVP Of Finance-$0--
McLellan SierraVP Mem Recruit-$0--
Darling MeredithVP Of Marketing-$0--
Russell AshleyVP Comm Relatio-$0--
White DanielleExecutive Director-$0--
Jennings LeahPanhellenic Del-$0--
Sterchele HeatherDirector Academ-$0--
Barry Grant CastineDirector Alumna-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Phi International Fraternity-
EIN
01-6018552
Phone
9166877700
Address
PO BOX 270, WILTON, CA 95693

Signing Officer

Name
Nitchman Bryce
Title
VP of Finance
Signed
2019-09-05
Discuss with paid preparer
Yes

Preparer

Firm
Sorority Solutions Inc
Address
11708 GREEN ROAD, WILTON, CA 95693
Preparer
Julie Sportelli
Phone
9166877700
Supplemental Narrative

Additional Explanations

Other Expenses.1

“INTERNATIONAL $11003”

Other Expenses.2

“Leadership $9870”

Other Expenses.3

“Community relations $4486”

Other Expenses.4

“ADMINISTRATIVE $4466”

Other Expenses.5

“Recruitment $3800”

Other Expenses.6

“Member ed and programming $3699”

Other Expenses.7

“Risk Management $3289”

Other Expenses.8

“MARKETING $447”

Raw XML Appendix148 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Alpha Phi Intl Delta Nu
IRS990EZ/BooksInCareOfDetail/PhoneNum02077301607
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0616 COLLEGE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OLD TOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd004468
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059648
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt073055
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013407
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0275
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059648
IRS990EZ/Form990TotalAssetsGrp/EOYAmt073055
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt055137
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum01038
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt02536
IRS990EZ/InvestmentIncomeAmt0220
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt054917
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059648
IRS990EZ/NetAssetsOrFundBalancesEOYAmt073055
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt059648
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt073055
IRS990EZ/OccupancyRentUtltsAndMaintAmt0300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt93.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt103.00
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/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lavoie Lydia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Van Steenberghe Julia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Page Kaitlyn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Nitchman Bryce
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4McLellan Sierra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Darling Meredith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Russell Ashley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7White Danielle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Jennings Leah
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Sterchele Heather
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Barry Grant Castine
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP RISK MANGEMT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP MEMBER EDUC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP MEM RECRUIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP COMM RELATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PANHELLENIC DEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR ACADEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR ALUMNA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041060
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Social Organization
IRS990EZ/PrintingPublicationsPostageAmt095
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Members of the Executive Board attend a Conference over a three day period to obtain training for their positions. The training teaches the Officers how to manage the Organization and provides them with networking opportunities as they meet other members from other Alpha Phi Chapters in their region.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1All members participate in formal recruitment training and formal recruitment that takes place over a number of days. As a result of their efforts 20 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The Organization put on an event to encourage donations to the Alpha Phi Foundation. The event was attended by all members, family members and alumni members. The event facilitated social interaction between the attendees and encouraged continued membership with the Organization.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041730
IRS990EZ/TotalRevenueAmt055137
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.umainealphaphi.org/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INTERNATIONAL $11003
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Leadership $9870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMUNITY RELATIONS $4486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMINISTRATIVE $4466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Recruitment $3800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBER ED AND PROGRAMMING $3699
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Risk Management $3289
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MARKETING $447
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Nitchman Bryce
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DELTA NU CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0016018552
ReturnHeader/Filer/PhoneNum09166877700
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 270
ReturnHeader/Filer/USAddress/CityNm0WILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095693
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262848481
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SORORITY SOLUTIONS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011708 GREEN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095693
ReturnHeader/PreparerPersonGrp/PhoneNum09166877700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE SPORTELLI
ReturnHeader/ReturnTs02019-09-13T09:05:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,055
Liabilities
$0
Net assets
$73,055
Revenue
$55,137
Expenses
$41,730
Net income
$13,407
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$98.9$0.00$98.9$42.7$27.3$15.4
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$83.5$0.00$83.5$50.1$39.6$10.5
2019Detailed filing. Detailed filing data is available for this year.$73.1$0.00$73.1$55.1$41.7$13.4
2018Summary only. Only limited summary data is available for this year.$59.6$0.00$54.9$51.1$3.85
2017Summary only. Only limited summary data is available for this year.$55.8$0.00$60.5$53.8$6.74
2016Summary only. Only limited summary data is available for this year.$49.1$0.00$59.8$55.0$4.83
2012Summary only. Only limited summary data is available for this year.$21.7$0.00$44.3$44.0$0.37
2011Summary only. Only limited summary data is available for this year.$21.0$0.00$41.5$36.7$4.79