Civic Intelligence

Alpha Phi International Fraternity- Phi Chapter

990 • Fiscal year 2022 • EIN 20-4951698

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 20, 2022

3320 W Foster Ave 105Chicago, IL 60625

(847) 316-8977

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2022 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

12th percentile

0.00x

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

2022 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2022

Net Margin

17th percentile

-8.1%

Higher net margin than 17% of similar nonprofits.

2022 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2022

Asset Growth

2nd percentile

-27%

Faster asset growth than 2% of similar nonprofits.

2022 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

39th percentile

5.2%

Faster revenue growth than 39% of similar nonprofits.

2022 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$367,493

Down $133,762 (-27%) from 2021

Net Assets

Down

$367,493

Down $133,762 (-27%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$1,661,589

Up $82,769 (+5.2%) from 2021

Expenses

Up

$1,795,351

Up $221,832 (+14%) from 2021

Net Income

Down

-$133,762

Down $139,063 (-2623%) from 2021

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $301,642Liabilities 2011: $95,348Net Assets 2011: $206,2942011Assets 2012: $269,720Liabilities 2012: $26,585Net Assets 2012: $243,1352012Assets 2013: $333,452Liabilities 2013: $0Net Assets 2013: $333,4522013Assets 2014: $268,244Liabilities 2014: $0Net Assets 2014: $268,2442014Assets 2015: $244,389Liabilities 2015: $0Net Assets 2015: $244,3892015Assets 2016: $263,475Liabilities 2016: $0Net Assets 2016: $263,4752016Assets 2017: $412,779Liabilities 2017: $0Net Assets 2017: $412,7792017Assets 2018: $362,176Liabilities 2018: $0Net Assets 2018: $362,1762018Assets 2019: $343,388Liabilities 2019: $0Net Assets 2019: $343,3882019Assets 2020: $495,954Liabilities 2020: $0Net Assets 2020: $495,9542020Assets 2021: $501,255Liabilities 2021: $0Net Assets 2021: $501,2552021Assets 2022: $367,493Liabilities 2022: $0Net Assets 2022: $367,4932022Assets 2023: $327,651Liabilities 2023: $0Net Assets 2023: $327,6512023Assets 2024: $436,243Liabilities 2024: $0Net Assets 2024: $436,2432024Assets 2025: $444,823Liabilities 2025: $0Net Assets 2025: $444,8232025

Highlighted filing

2022

Assets$367,493
Liabilities$0
Net Assets$367,493

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $300,508Expenses 2011: $238,877Net Income 2011: $61,6312011Revenue 2012: $297,652Expenses 2012: $262,748Net Income 2012: $34,9042012Revenue 2013: $1,312,355Expenses 2013: $1,222,038Net Income 2013: $90,3172013Revenue 2014: $1,400,734Expenses 2014: $1,465,942Net Income 2014: -$65,2082014Revenue 2015: $1,380,940Expenses 2015: $1,404,795Net Income 2015: -$23,8552015Revenue 2016: $1,531,501Expenses 2016: $1,512,415Net Income 2016: $19,0862016Revenue 2017: $1,714,788Expenses 2017: $1,565,484Net Income 2017: $149,3042017Revenue 2018: $1,605,762Expenses 2018: $1,656,365Net Income 2018: -$50,6032018Revenue 2019: $1,580,495Expenses 2019: $1,599,283Net Income 2019: -$18,7882019Revenue 2020: $1,687,151Expenses 2020: $1,534,585Net Income 2020: $152,5662020Revenue 2021: $1,578,820Expenses 2021: $1,573,519Net Income 2021: $5,3012021Revenue 2022: $1,661,589Expenses 2022: $1,795,351Net Income 2022: -$133,7622022Revenue 2023: $1,762,721Expenses 2023: $1,802,563Net Income 2023: -$39,8422023Revenue 2024: $1,885,974Expenses 2024: $1,777,382Net Income 2024: $108,5922024Revenue 2025: $1,993,873Expenses 2025: $1,985,293Net Income 2025: $8,5802025

Highlighted filing

2022

Revenue$1,661,589
Expenses$1,795,351
Net Income-$133,762
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 20, 2022
Return Version
2021v4.0
Gross Receipts
$1,661,589
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$501,255$367,493▼ $133,762
Savings and Temporary Cash Investments$228,448$228,614▲ $166
Cash and Non-Interest-Bearing Accounts$272,807$138,879▼ $133,928
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$501,255$367,493▼ $133,762
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$501,255$367,493▼ $133,762
Total Liabilities and Net Assets / Fund Balance$501,255$367,493▼ $133,762
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cummings KendallPresident
Lewallen LaurenDirector of CHA
Rhodes CaseyDirector of COM
Warner KathrynExecutive Admin
Argabright TaylorPanhellenic Del
Siddiqui ZaynaVP of Diversity
Noblin BlairVP of Finance &
Cloutier KayleeVP of Health, W
Peck AllieVP of Health, W
Fallon CaraVP of Marketing
Kapavik PeytonVP of New Membe
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,661,423
Investment Income
$166
Other Revenue
$0
Change in Net Assets
$-133,762
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,794,601
Grants and Similar Amounts Paid$750
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$1,067,090
All Other Expenses---$83,434
Office Expenses---$63,553
Other Expenses---$57,640
Conferences and Meetings---$12,292
Fees for Services Accounting---$7,144
Fees for Services Legal---$3,237
Grants to Domestic Individuals---$750
Total Functional Expenses$0$0$0$1,795,351
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 UO.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 UO.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at UO,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
20-4951698
Phone
8473168977
Address
3320 W FOSTER AVE 105, CHICAGO, IL 60625

Signing Officer

Name
Noblin Blair
Title
VP of Finance &
Signed
2022-09-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cummings Kendall
Formed
2007
Legal Domicile
Ok
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Tammy Trujillo Ea
Address
9595 STABLEGATE RD, WILTON, CA 95693
Preparer
Tammy Trujillo
Phone
9166679499
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 Oklahoma("UO"). 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/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP of Health, W
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP of Health, W
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Admin
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt257945
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt333709
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 110 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.
IRS990/ProgSrvcAccomActy3Grp/Desc0All members of the Organization attended a Chapter Retreat which took place over a weekend. The retreat allows members to socialize and form bonds, promotes unity between members and improves the retention of existing members
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02750
IRS990/PYInvestmentIncomeAmt0363
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01570769
IRS990/PYProgramServiceRevenueAmt01578457
IRS990/PYRevenuesLessExpensesAmt05301
IRS990/PYTotalExpensesAmt01573519
IRS990/PYTotalRevenueAmt01578820
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-133762
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0501255
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0367493
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0228448
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0228614
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 Oklahoma("UO"). 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 UO.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 UO.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at UO,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/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0501255
IRS990/TotalAssetsEOYAmt0367493
IRS990/TotalAssetsGrp/BOYAmt0501255
IRS990/TotalAssetsGrp/EOYAmt0367493
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01795351
IRS990/TotalGrossUBIAmt0166
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0501255
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0367493
IRS990/TotalProgramServiceRevenueAmt01661423
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01661423
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01661589
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0166
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0501255
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0367493
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03320 W FOSTER AVE 105
IRS990/USAddress/CityNm0CHICAGO
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060625
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Noblin Blair
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP of Finance &
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PHI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0204951698
ReturnHeader/Filer/PhoneNum08473168977
ReturnHeader/Filer/USAddress/AddressLine1Txt03320 W FOSTER AVE 105
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060625
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832177268
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAMMY TRUJILLO EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09595 STABLEGATE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095693
ReturnHeader/PreparerPersonGrp/PhoneNum09166679499
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tammy Trujillo
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-09-22T11:05:23-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Noblin
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Blair
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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.$0.44$0.00$0.44$1.99$1.99$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$1.89$1.78$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$1.76$1.80$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$1.66$1.80$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$1.58$1.57$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$1.69$1.53$0.15
2019Summary only. Only limited summary data is available for this year.$0.34$0.00$0.34$1.58$1.60$0.02
2018Summary only. Only limited summary data is available for this year.$0.36$0.00$0.36$1.61$1.66$0.05
2017Summary only. Only limited summary data is available for this year.$0.41$0.00$0.41$1.71$1.57$0.15
2016Summary only. Only limited summary data is available for this year.$0.26$0.00$0.26$1.53$1.51$0.02
2015Summary only. Only limited summary data is available for this year.$0.24$0.00$0.24$1.38$1.40$0.02
2014Summary only. Only limited summary data is available for this year.$0.27$0.00$0.27$1.40$1.47$0.07
2013Summary only. Only limited summary data is available for this year.$0.33$0.00$0.33$1.31$1.22$0.09
2012Summary only. Only limited summary data is available for this year.$0.27$0.03$0.24$0.30$0.26$0.03
2011Summary only. Only limited summary data is available for this year.$0.30$0.10$0.21$0.30$0.24$0.06