Civic Intelligence

Alpha Phi International Fraternity Inc

990EZ • Fiscal year 2019 • EIN 16-1379573

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 19, 2019

Organization Profilewww.rochesteralphaphi.wixsite.com/thetakappa
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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

72nd percentile

11%

Higher net margin than 72% 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

76th percentile

15%

Faster asset growth than 76% of similar nonprofits.

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

Revenue Growth

24th percentile

-12%

Faster revenue growth than 24% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$46,843

Up $6,001 (+15%) from 2018

Net Assets

$46,843

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin72nd percentile

Revenue

Down

$54,802

Down $7,401 (-12%) from 2018

Expenses

Down

$48,801

Down $10,556 (-18%) from 2018

Net Income

Up

$6,001

Up $3,155 (+111%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$60K$40K$20K$0Assets 2014: $40,682Liabilities 2014: $02014Assets 2015: $41,120Liabilities 2015: $02015Assets 2016: $33,656Liabilities 2016: $02016Assets 2017: $37,996Liabilities 2017: $02017Assets 2018: $40,842Liabilities 2018: $02018Assets 2019: $46,843Net Assets 2019: $46,8432019Assets 2020: $52,390Net Assets 2020: $52,3902020Assets 2021: $47,044Net Assets 2021: $47,0442021

Highlighted filing

2019

Assets$46,843
Liabilities-
Net Assets$46,843
Open 2019 Filing

Operations Trend

Revenue Growth24th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2014: $56,212Expenses 2014: $49,584Net Income 2014: $6,6282014Revenue 2015: $59,909Expenses 2015: $58,876Net Income 2015: $1,0332015Revenue 2016: $55,056Expenses 2016: $62,520Net Income 2016: -$7,4642016Revenue 2017: $59,007Expenses 2017: $54,667Net Income 2017: $4,3402017Revenue 2018: $62,203Expenses 2018: $59,357Net Income 2018: $2,8462018Revenue 2019: $54,802Expenses 2019: $48,801Net Income 2019: $6,0012019Revenue 2020: $50,092Expenses 2020: $44,545Net Income 2020: $5,5472020Revenue 2021: $23,027Expenses 2021: $28,373Net Income 2021: -$5,3462021

Highlighted filing

2019

Revenue$54,802
Expenses$48,801
Net Income$6,001
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 19, 2019
Return Version
2018v3.1
Gross Receipts
$54,802
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
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.--
Eight 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.--
The Organization held a formal event in the Spring season attended by all members and their guests.The formal event included transportation, dinner and dancing. The event encourages social interaction between members and continued membership with the Organization.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Currie LydiaPresidentPT$0--
Ferris AlanaVP Risk Mangemt-$0--
Bresnahan MaireadVP Member Educ-$0--
Peo MargaretVP Of Finance-$0--
Perry MargaretVP Mem Recruit-$0--
Reef RebeccaVP Of Marketing-$0--
Aydag LoukiaVP Comm Relatio-$0--
Vasquez KarinaExecutive Director-$0--
Poulin EmmaPanhellenic Del-$0--
Badger ErikaDirector Academ-$0--
Dowd EmmaDirector Alumna-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Phi International Fraternity-
EIN
16-1379573
Phone
9166877700
Address
PO BOX 270, WILTON, CA 95693

Signing Officer

Name
Peo Margaret
Title
VP of Finance
Signed
2019-08-19
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.1009

“Depreciation $1910”

Other Expenses.1

“INTERNATIONAL $10229”

Other Expenses.2

“Community relations $7604”

Other Expenses.3

“Leadership $7169”

Other Expenses.4

“ADMINISTRATIVE $6413”

Other Expenses.5

“Risk Management $5225”

Other Expenses.6

“MARKETING $3500”

Other Expenses.7

“Member Education and Programmi $3195”

Other Expenses.8

“Recruitment $1887”

Other Assets.1002

“Furniture and Fixtures - Beginning $1982 Furniture and Fixtures - Ending $6528”

Raw XML Appendix155 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 Theta Kappa
IRS990EZ/BooksInCareOfDetail/PhoneNum03153235955
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0CPU 277163 500 Joseph C Wilson BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014627
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038860
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040315
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt06001
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0313
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt046843
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt054802
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum01038
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt02720
IRS990EZ/InvestmentIncomeAmt0127
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt054675
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040842
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046843
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040842
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046843
IRS990EZ/OccupancyRentUtltsAndMaintAmt01337
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
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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/PersonNm0Currie Lydia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ferris Alana
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Bresnahan Mairead
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Peo Margaret
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Perry Margaret
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Reef Rebecca
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Aydag Loukia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Vasquez Karina
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Poulin Emma
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Badger Erika
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Dowd Emma
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/OtherAssetsTotalDetail/BOYAmt01982
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06528
IRS990EZ/OtherExpensesTotalAmt047132
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Alpha Phi is a sisterhood of women supporting each other in lifelong achievement.
IRS990EZ/PrintingPublicationsPostageAmt019
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Eight 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The Organization held a formal event in the Spring season attended by all members and their guests.The formal event included transportation, dinner and dancing. The event encourages social interaction between members and continued membership with the Organization.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048801
IRS990EZ/TotalRevenueAmt054802
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.rochesteralphaphi.wixsite.com/thetakappa
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $1910
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTERNATIONAL $10229
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMUNITY RELATIONS $7604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Leadership $7169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMINISTRATIVE $6413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Risk Management $5225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MARKETING $3500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Member Education and Programmi $3195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Recruitment $1887
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Furniture and Fixtures - Beginning $1982 Furniture and Fixtures - Ending $6528
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1002
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Peo Margaret
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THETA KAPPA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0161379573
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/ReturnTs02019-08-25T17:09:26-07:00
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
$46,843
Liabilities
-
Net assets
$46,843
Revenue
$54,802
Expenses
$48,801
Net income
$6,001
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$47.0$47.0$23.0$28.4$5.35
2020Detailed filing. Detailed filing data is available for this year.$52.4$52.4$50.1$44.5$5.55
2019Detailed filing. Detailed filing data is available for this year.$46.8$46.8$54.8$48.8$6.00
2018Summary only. Only limited summary data is available for this year.$40.8$0.00$62.2$59.4$2.85
2017Summary only. Only limited summary data is available for this year.$38.0$0.00$59.0$54.7$4.34
2016Summary only. Only limited summary data is available for this year.$33.7$0.00$55.1$62.5$7.46
2015Summary only. Only limited summary data is available for this year.$41.1$0.00$59.9$58.9$1.03
2014Summary only. Only limited summary data is available for this year.$40.7$0.00$56.2$49.6$6.63