Civic Intelligence

Alpha Chapter of Alpha Phi Michaelanean Society Hcb

990 • Fiscal year 2019 • EIN 15-0532624

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 31, 2019

308 Walnut StreetSyracuse, NY 13210

(315) 491-0027

Siviq Scores

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

Liabilities / Assets

44th percentile

0.03x

Higher debt load relative to assets than 44% of similar nonprofits.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

49th percentile

0.06x

Higher debt load relative to revenue than 49% of similar nonprofits.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Net Margin

76th percentile

16%

Higher net margin than 76% of similar nonprofits.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Asset Growth

73rd percentile

7.6%

Faster asset growth than 73% of similar nonprofits.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-8.8%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$881,363

Up $62,138 (+7.6%) from 2018

Net Assets

Up

$858,073

Up $72,264 (+9.2%) from 2018

Liabilities

Down

$23,290

Down $10,126 (-30%) from 2018

Revenue

Down

$418,466

Down $40,174 (-8.8%) from 2018

Expenses

Up

$352,829

Up $21,706 (+6.6%) from 2018

Net Income

Down

$65,637

Down $61,880 (-49%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $304,655Liabilities 2011: $13,440Net Assets 2011: $291,2152011Assets 2012: $383,680Liabilities 2012: $23,374Net Assets 2012: $360,3062012Assets 2013: $533,387Liabilities 2013: $53,742Net Assets 2013: $479,6452013Assets 2014: $586,128Liabilities 2014: $9,056Net Assets 2014: $577,0722014Assets 2015: $628,706Liabilities 2015: $5,536Net Assets 2015: $623,1702015Assets 2016: $629,080Liabilities 2016: $28,410Net Assets 2016: $600,6702016Assets 2017: $665,815Liabilities 2017: $18,642Net Assets 2017: $647,1732017Assets 2018: $819,225Liabilities 2018: $33,416Net Assets 2018: $785,8092018Assets 2019: $881,363Liabilities 2019: $23,290Net Assets 2019: $858,0732019Assets 2020: $874,900Liabilities 2020: $28,593Net Assets 2020: $846,3072020Assets 2021: $1,011,849Liabilities 2021: $8,129Net Assets 2021: $1,003,7202021Assets 2022: $999,367Liabilities 2022: $2,436Net Assets 2022: $996,9312022Assets 2023: $1,052,381Liabilities 2023: $4,625Net Assets 2023: $1,047,7562023Assets 2024: $1,201,203Liabilities 2024: $12,067Net Assets 2024: $1,189,1362024Assets 2025: $1,329,834Liabilities 2025: $10,888Net Assets 2025: $1,318,9462025

Highlighted filing

2019

Assets$881,363
Liabilities$23,290
Net Assets$858,073

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $291,985Expenses 2011: $272,679Net Income 2011: $19,3062011Expenses 2012: $292,1232012Expenses 2013: $295,5172013Revenue 2014: $437,507Expenses 2014: $340,080Net Income 2014: $97,4272014Revenue 2015: $466,041Expenses 2015: $419,943Net Income 2015: $46,0982015Revenue 2016: $420,891Expenses 2016: $443,391Net Income 2016: -$22,5002016Revenue 2017: $420,686Expenses 2017: $374,182Net Income 2017: $46,5042017Revenue 2018: $458,640Expenses 2018: $331,123Net Income 2018: $127,5172018Revenue 2019: $418,466Expenses 2019: $352,829Net Income 2019: $65,6372019Revenue 2020: $368,126Expenses 2020: $376,319Net Income 2020: -$8,1932020Revenue 2021: $390,337Expenses 2021: $300,906Net Income 2021: $89,4312021Revenue 2022: $421,296Expenses 2022: $380,446Net Income 2022: $40,8502022Revenue 2023: $478,525Expenses 2023: $444,913Net Income 2023: $33,6122023Revenue 2024: $567,293Expenses 2024: $399,771Net Income 2024: $167,5222024Revenue 2025: $547,403Expenses 2025: $439,700Net Income 2025: $107,7032025

Highlighted filing

2019

Revenue$418,466
Expenses$352,829
Net Income$65,637
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 31, 2019
Return Version
2018v3.1
Gross Receipts
$418,466
Mission and Program Overview

Mission

Alpha phi is a sisterhood of

Alpha Phi is a sisterhood of women supporting one another in life long achievement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$356,624$364,098▲ $7,474
Investments in Publicly Traded Securities$250,512$262,251▲ $11,739
Cash and Non-Interest-Bearing Accounts$212,089$249,999▲ $37,910
Prepaid Expenses and Deferred Charges-$5,015-
Total Assets$819,225$881,363▲ $62,138
Liabilities
Other Liabilities$14,895$15,120▲ $225
Accounts Payable and Accrued Expenses$18,521$8,170▼ $10,351
Total Liabilities$33,416$23,290▼ $10,126
Net Assets / Fund Balance
Unrestricted Net Assets$785,809$858,073▲ $72,264
Total Net Assets Fund Balance$785,809$858,073▲ $72,264
Total Liabilities and Net Assets / Fund Balance$819,225$881,363▲ $62,138

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$185,961$427,327$613,288
Buildings$162,399$31,030$193,429
Land$15,738-$15,738
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mary CroglioPresident
Taylor ClarkVice President
Suzanne McginnSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$60,000
Program Service Revenue
$348,000
Investment Income
$7,591
Other Revenue
$2,875
Change in Net Assets
$65,637
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$292,992
Salaries, Compensation, and Employee Benefits$59,837
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$53,534$4,172-$57,706
Other Salaries and Wages$53,527--$53,527
Depreciation Depletion---$21,979
Other Expenses$15,346--$15,346
Insurance$13,119--$13,119
Fees for Services Legal-$9,052-$9,052
Fees for Services Accounting-$6,548-$6,548
Payroll Taxes$6,310--$6,310
Fees for Service Investment Mgmnt Fees-$2,375-$2,375
Interest$177--$177
Travel$170--$170
Office Expenses$164--$164
Total Functional Expenses$308,703$22,147$0$352,829
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$15,120
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Section A, line 8A

Small board - meeting notes taken

Form 990, Part VI, Section A, line 8B

Small board - meeting notes taken

Form 990, Part VI, Section B, line 11B

990 is provided to board of directors for review prior to filing.

Form 990, Part VI, Section C, line 19

Governing documents, policies and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Alpha Chapter of Alpha Phi Michaelanean
EIN
15-0532624
Phone
3154910027
Address
308 WALNUT STREET, SYRACUSE, NY 13210

Signing Officer

Name
Mary Croglio
Title
President
Phone
3154910027
Signed
2019-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Croglio
Formed
1949
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Evans and Bennett LLP
Address
2112 Erie Blvd E, Syracuse, NY 13224
Preparer
John J Howell CPA
Phone
3154743986
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 24E

UTILITIES: Program service expenses 11,813. Management and general expenses 0. Fundraising expenses 0. Total expenses 11,813. PARKING: Program service expenses 10,295. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,295. SECURITY: Program service expenses 10,052. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,052. WEEKEND MEALS: Program service expenses 7,871. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,871. OUTSIDE SERVICES: Program service expenses 4,316. Management and general expenses 2,904. Fundraising expenses 0. Total expenses 7,220. SUPPLIES: Program service expenses 6,047. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,047. OTHER COSTS: Program service expenses 1,316. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,316. TAXES: Program service expenses 0. Management and general expenses 1,268. Fundraising expenses 0. Total expenses 1,268. COMMUNICATIONS: Program service expenses 762. Management and general expenses 0. Fundraising expenses 0. Total expenses 762. EQUIPMENT RENTAL AND REPAIR: Program service expenses 451. Management and general expenses 0. Fundraising expenses 0. Total expenses 451. PEST CONTROL: Program service expenses 420. Management and general expenses 0. Fundraising expenses 0. Total expenses 420. POSTAGE AND SHIPPING: Program service expenses 126. Management and general expenses 0. Fundraising expenses 0. Total expenses 126. BANK FEES: Program service expenses 65. Management and general expenses 0. Fundraising expenses 0. Total expenses 65.

Raw XML Appendix319 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SMALL BOARD - MEETING NOTES TAKEN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SMALL BOARD - MEETING NOTES TAKEN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2990 IS PROVIDED TO BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UTILITIES: Program service expenses 11,813. Management and general expenses 0. Fundraising expenses 0. Total expenses 11,813. PARKING: Program service expenses 10,295. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,295. SECURITY: Program service expenses 10,052. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,052. WEEKEND MEALS: Program service expenses 7,871. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,871. OUTSIDE SERVICES: Program service expenses 4,316. Management and general expenses 2,904. Fundraising expenses 0. Total expenses 7,220. SUPPLIES: Program service expenses 6,047. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,047. OTHER COSTS: Program service expenses 1,316. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,316. TAXES: Program service expenses 0. Management and general expenses 1,268. Fundraising expenses 0. Total expenses 1,268. COMMUNICATIONS: Program service expenses 762. Management and general expenses 0. Fundraising expenses 0. Total expenses 762. EQUIPMENT RENTAL AND REPAIR: Program service expenses 451. Management and general expenses 0. Fundraising expenses 0. Total expenses 451. PEST CONTROL: Program service expenses 420. Management and general expenses 0. Fundraising expenses 0. Total expenses 420. POSTAGE AND SHIPPING: Program service expenses 126. Management and general expenses 0. Fundraising expenses 0. Total expenses 126. BANK FEES: Program service expenses 65. Management and general expenses 0. Fundraising expenses 0. Total expenses 65.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, line 24e
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IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0350875
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0418466
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt07591
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0819225
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0881363
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0170
IRS990/TravelGrp/TotalAmt0170
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0785809
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0858073
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0308 WALNUT STREET
IRS990/USAddress/CityNm0SYRACUSE
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd013210
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY CROGLIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03154910027
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA CHAPTER OF ALPHA PHI MICHAELANEAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOCIETY HCB
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0150532624
ReturnHeader/Filer/PhoneNum03154910027
ReturnHeader/Filer/USAddress/AddressLine1Txt0308 WALNUT STREET
ReturnHeader/Filer/USAddress/CityNm0SYRACUSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013210
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07837A276567A6D14A6F817D2BA779921339FEFF2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05FFE5F8DD88793E16D53F066488248FC58F15F2A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.217.216.34
ReturnHeader/FilingSecurityInformation/IPDt02019-10-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:34:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0150551397
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Evans and Bennett LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02112 Erie Blvd E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Syracuse
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013224
ReturnHeader/PreparerPersonGrp/PhoneNum03154743986
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John J Howell CPA
ReturnHeader/ReturnTs02019-11-05T10:31:24-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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.$1.33$0.01$1.32$0.55$0.44$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.01$1.19$0.57$0.40$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.48$0.44$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.42$0.38$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.01$1.00$0.39$0.30$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.03$0.85$0.37$0.38$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.02$0.86$0.42$0.35$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.82$0.03$0.79$0.46$0.33$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.02$0.65$0.42$0.37$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.03$0.60$0.42$0.44$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.01$0.62$0.47$0.42$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.59$0.01$0.58$0.44$0.34$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.05$0.48$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.02$0.36$0.29
2011Summary only. Only limited summary data is available for this year.$0.30$0.01$0.29$0.29$0.27$0.02