Civic Intelligence

Alpha Phi International Fraternity-

990EZ • Fiscal year 2019 • EIN 20-4725369

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

Organization Profileiotakappa.alphaphi.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

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

24th percentile

-7.1%

Higher net margin than 24% 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

25th percentile

-8.3%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

32nd percentile

-7.0%

Faster revenue growth than 32% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$121,887

Down $11,077 (-8.3%) from 2018

Net Assets

$121,887

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin24th percentile

Revenue

Down

$155,566

Down $11,740 (-7.0%) from 2018

Expenses

Up

$166,643

Up $38,022 (+30%) from 2018

Net Income

Down

-$11,077

Down $49,762 (-129%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$200K$150K$100K$50K$0Assets 2011: $20,481Liabilities 2011: $02011Assets 2012: $26,196Liabilities 2012: $02012Assets 2013: $26,305Liabilities 2013: $5312013Assets 2014: $43,542Liabilities 2014: $02014Assets 2015: $62,242Liabilities 2015: $02015Assets 2016: $66,645Liabilities 2016: $02016Assets 2017: $94,279Liabilities 2017: $02017Assets 2018: $132,964Liabilities 2018: $02018Assets 2019: $121,887Net Assets 2019: $121,8872019Assets 2020: $147,282Net Assets 2020: $147,2822020Assets 2021: $155,143Net Assets 2021: $155,1432021Assets 2022: $154,549Net Assets 2022: $154,5492022Assets 2023: $142,294Net Assets 2023: $142,2942023Assets 2024: $163,332Net Assets 2024: $163,3322024Assets 2025: $163,755Net Assets 2025: $163,7552025

Highlighted filing

2019

Assets$121,887
Liabilities-
Net Assets$121,887
Open 2019 Filing

Operations Trend

Revenue Growth32nd percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $96,380Expenses 2011: $103,028Net Income 2011: -$6,6482011Revenue 2012: $99,657Expenses 2012: $93,942Net Income 2012: $5,7152012Revenue 2013: $125,069Expenses 2013: $106,593Net Income 2013: $18,4762013Revenue 2014: $150,270Expenses 2014: $132,502Net Income 2014: $17,7682014Revenue 2015: $148,839Expenses 2015: $130,239Net Income 2015: $18,6002015Revenue 2016: $145,770Expenses 2016: $141,367Net Income 2016: $4,4032016Revenue 2017: $157,641Expenses 2017: $130,007Net Income 2017: $27,6342017Revenue 2018: $167,306Expenses 2018: $128,621Net Income 2018: $38,6852018Revenue 2019: $155,566Expenses 2019: $166,643Net Income 2019: -$11,0772019Revenue 2020: $123,368Expenses 2020: $97,973Net Income 2020: $25,3952020Revenue 2021: $56,282Expenses 2021: $48,421Net Income 2021: $7,8612021Revenue 2022: $144,587Expenses 2022: $145,181Net Income 2022: -$5942022Revenue 2023: $154,498Expenses 2023: $166,753Net Income 2023: -$12,2552023Revenue 2024: $177,251Expenses 2024: $156,213Net Income 2024: $21,0382024Revenue 2025: $10,976Expenses 2025: $10,553Net Income 2025: $4232025

Highlighted filing

2019

Revenue$155,566
Expenses$166,643
Net Income-$11,077
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
$155,566
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Provide scholarships to members to be used to assist with the cost of their education at Dartmouth College.--
Organization held event to congratulate seniors on their graduation from Dartmount College. This final event for the seniors encourages participation in the Organization as an alumni and promotes social interaction between members.--
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
Tolentino Nike-MichellePresidentPT$0--
Herman JuliaVP Risk Mangemt-$0--
Spaulding KyraVP Member Educ-$0--
Schroeder MicahVP Of Finance-$0--
Greenburg LouisaVP Mem Recruit-$0--
Valenti JuliaVP Of Marketing-$0--
Phifer AnnieVP Comm Relatio-$0--
Erdos KatieExecutive Director-$0--
VACANTPanhellenic Del-$0--
VACANTDirector Academ-$0--
VACANTDirector Alumna-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Phi International Fraternity-
EIN
20-4725369
Phone
9166877700
Address
PO BOX 270, WILTON, CA 95693

Signing Officer

Name
Schroeder Micah
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

Grants and Similar Amounts Paid In Excess of $5,000.58

“| Donee's Name: ALL RECIPIENTS UNDER 5K | Cash Amount Given: $19655 | Date of Gift: -20190630”

Other Expenses.1009

“Depreciation $4865”

Other Expenses.1

“Risk Management $36639”

Other Expenses.2

“Member Education and Programmi $29910”

Other Expenses.3

“INTERNATIONAL $26713”

Other Expenses.4

“ADMINISTRATIVE $11754”

Other Expenses.5

“MARKETING $7634”

Other Expenses.6

“Leadership $7350”

Other Expenses.7

“Community relations $5631”

Other Expenses.8

“Recruitment $4363”

Other Assets.1002

“Furniture and Fixtures - Beginning $21198 Furniture and Fixtures - Ending $16333”

Raw XML Appendix158 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum02819000783
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02 NORTH PARK ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HANOVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NH
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0111766
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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/PersonNm0Tolentino Nike-Michelle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Herman Julia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Spaulding Kyra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Schroeder Micah
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Greenburg Louisa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Valenti Julia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Phifer Annie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Erdos Katie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8VACANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9VACANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10VACANT
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/BOYAmt021198
IRS990EZ/OtherAssetsTotalDetail/EOYAmt016333
IRS990EZ/OtherExpensesTotalAmt0134859
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Alpha Phi is a sisterhood of women supporting each other in lifelong achievement.
IRS990EZ/PrintingPublicationsPostageAmt0213
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide scholarships to members to be used to assist with the cost of their education at Dartmouth College.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Organization held event to congratulate seniors on their graduation from Dartmount College. This final event for the seniors encourages participation in the Organization as an alumni and promotes social interaction between members.
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
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0166643
IRS990EZ/TotalRevenueAmt0155566
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://iotakappa.alphaphi.org/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: ALL RECIPIENTS UNDER 5K | Cash Amount Given: $19655 | Date of Gift: -20190630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $4865
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Risk Management $36639
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Member Education and Programmi $29910
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INTERNATIONAL $26713
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ADMINISTRATIVE $11754
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MARKETING $7634
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Leadership $7350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8COMMUNITY RELATIONS $5631
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Recruitment $4363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Furniture and Fixtures - Beginning $21198 Furniture and Fixtures - Ending $16333
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.58
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1002
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Schroeder Micah
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0IOTA KAPPA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0204725369
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/ReturnTs02019-08-19T13:01:20-07:00
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
$121,887
Liabilities
-
Net assets
$121,887
Revenue
$155,566
Expenses
$166,643
Net income
-$11,077
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.64$1.64$0.11$0.11$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.63$1.63$1.77$1.56$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.42$1.42$1.54$1.67$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.55$1.55$1.45$1.45$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.55$1.55$0.56$0.48$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.47$1.47$1.23$0.98$0.25
2019Detailed filing. Detailed filing data is available for this year.$1.22$1.22$1.56$1.67$0.11
2018Summary only. Only limited summary data is available for this year.$1.33$0.00$1.67$1.29$0.39
2017Summary only. Only limited summary data is available for this year.$0.94$0.00$1.58$1.30$0.28
2016Summary only. Only limited summary data is available for this year.$0.67$0.00$1.46$1.41$0.04
2015Summary only. Only limited summary data is available for this year.$0.62$0.00$1.49$1.30$0.19
2014Summary only. Only limited summary data is available for this year.$0.44$0.00$1.50$1.33$0.18
2013Summary only. Only limited summary data is available for this year.$0.26$0.01$1.25$1.07$0.18
2012Summary only. Only limited summary data is available for this year.$0.26$0.00$1.00$0.94$0.06
2011Summary only. Only limited summary data is available for this year.$0.20$0.00$0.96$1.03$0.07