Civic Intelligence

Alpha Alumni Association of Chi Phi

990EZ • Fiscal year 2023 • EIN 20-8017027

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 03, 2023

Organization ProfileN/A
250 East High StreetCharlottesville, VA 22902

(800) 849-1824

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2023

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

16th percentile

-19%

Faster asset growth than 16% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$8,162

Down $1,948 (-19%) from 2022

Net Assets

Down

$8,162

Down $1,948 (-19%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$1,948

Down $838 (-30%) from 2022

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$30K$20K$10K$0Assets 2011: $21,299Liabilities 2011: $02011Assets 2012: $20,047Liabilities 2012: $02012Assets 2013: $25,050Liabilities 2013: $02013Assets 2014: $18,421Liabilities 2014: $0Net Assets 2014: $18,4212014Assets 2015: $12,806Liabilities 2015: $0Net Assets 2015: $12,8062015Assets 2016: $4,897Liabilities 2016: $0Net Assets 2016: $4,8972016Assets 2017: $15,508Net Assets 2017: $15,5082017Assets 2018: $14,954Net Assets 2018: $14,9542018Assets 2019: $13,826Net Assets 2019: $13,8262019Assets 2020: $12,920Net Assets 2020: $12,9202020Assets 2021: $12,896Liabilities 2021: $02021Assets 2022: $10,110Net Assets 2022: $10,1102022Assets 2023: $8,162Net Assets 2023: $8,1622023Assets 2024: $7,520Net Assets 2024: $7,5202024

Highlighted filing

2023

Assets$8,162
Liabilities-
Net Assets$8,162
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$10K$0-$10KRevenue 2011: $13,947Expenses 2011: $7,574Net Income 2011: $6,3732011Revenue 2012: $5,677Expenses 2012: $6,929Net Income 2012: -$1,2522012Revenue 2013: $10,228Expenses 2013: $5,224Net Income 2013: $5,0042013Revenue 2014: $2,369Expenses 2014: $8,999Net Income 2014: -$6,6302014Revenue 2015: $1,200Expenses 2015: $6,815Net Income 2015: -$5,6152015Revenue 2016: $600Expenses 2016: $8,509Net Income 2016: -$7,9092016Revenue 2017: $17,007Expenses 2017: $6,396Net Income 2017: $10,6112017Expenses 2018: $5542018Revenue 2019: $100Expenses 2019: $1,228Net Income 2019: -$1,1282019Expenses 2020: $9062020Revenue 2021: $0Expenses 2021: $25Net Income 2021: -$252021Expenses 2022: $2,7862022Expenses 2023: $1,9482023Expenses 2024: $6422024

Highlighted filing

2023

Revenue-
Expenses$1,948
Net Income-
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 3, 2023
Return Version
2022v5.0
Mission and Program Overview

Mission

Social events for alumni and support of members of the alpha chapter of chi phi

Provide social events for alumni and support of members of the alpha chapter of chi phi

Program Services

DescriptionGrantsExpenses
SEE OTHER--
SOCIAL EVENTS FOR ALUMNI AND SUPPORT OF MEMBERS OF THE ALPHA CHAPTER OF CHI PHI--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES P SODERQUISTPresident-$0--
RICHARD G RASMUSSEN IIISecretary/Tr-$0--
J ROBERT HENDERSONDirector-$0--
ALASTAIR S MACDONALDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Alumni Association of Chi Phi
EIN
20-8017027
Phone
8008491824
Address
250 EAST HIGH STREET, CHARLOTTESVILLE, VA 22902

Signing Officer

Name
Richard G Rasmussen Iii
Title
Secretary/treasurer
Phone
8008491824
Signed
2023-11-03

Preparer

Firm
Mccallum & Kudravetz Pc
Address
250 E HIGH ST, CHARLOTTESVILLE, VA 22902-5178
Preparer
Seth F Pates
Phone
4342938191
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses scc fee 25 meetings - congress 1,423 dues 500 total 1,948”

Form 990-ez, Part II, Line 24

“Due from alpha home association, inc 378 378 total 378 378”

Form 990-ez, Part III

“Provide social events for alumni and support of members of the alpha chapter of chi phi”

Form 990-ez, Part III, Line 31

“Social events for alumni and support of members of the alpha chapter of chi phi”

Raw XML Appendix106 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum08008491824
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 675
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTESVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd022902
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09732
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07784
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1948
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010110
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08162
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00409
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010110
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08162
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010110
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08162
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES P SODERQUIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD G RASMUSSEN III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2J ROBERT HENDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALASTAIR S MACDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0378
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0378
IRS990EZ/OtherExpensesTotalAmt01948
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SOCIAL EVENTS FOR ALUMNI AND SUPPORT OF MEMBERS OF THE ALPHA CHAPTER OF CHI PHI
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE OTHER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SOCIAL EVENTS FOR ALUMNI AND SUPPORT OF MEMBERS OF THE ALPHA CHAPTER OF CHI PHI
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01948
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SCC FEE 25 MEETINGS - CONGRESS 1,423 DUES 500 TOTAL 1,948
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUE FROM ALPHA HOME ASSOCIATION, INC 378 378 TOTAL 378 378
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE SOCIAL EVENTS FOR ALUMNI AND SUPPORT OF MEMBERS OF THE ALPHA CHAPTER OF CHI PHI
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SOCIAL EVENTS FOR ALUMNI AND SUPPORT OF MEMBERS OF THE ALPHA CHAPTER OF CHI PHI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD G RASMUSSEN III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08008491824
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA ALUMNI ASSOCIATION OF CHI PHI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O RICHARD G RASMUSSEN III
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0208017027
ReturnHeader/Filer/PhoneNum08008491824
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 EAST HIGH STREET
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022902
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541186825
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCCALLUM & KUDRAVETZ PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0250 E HIGH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0229025178
ReturnHeader/PreparerPersonGrp/PhoneNum04342938191
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SETH F PATES
ReturnHeader/ReturnTs02023-11-10T11:58:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD G
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RASMUSSEN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,162
Liabilities
-
Net assets
$8,162
Revenue
-
Expenses
$1,948
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.52$7.52$0.64
2023Detailed filing. Detailed filing data is available for this year.$8.16$8.16$1.95
2022Detailed filing. Detailed filing data is available for this year.$10.1$10.1$2.79
2021Summary only. Only limited summary data is available for this year.$12.9$0.00$0.00$0.03$0.03
2020Detailed filing. Detailed filing data is available for this year.$12.9$12.9$0.91
2019Detailed filing. Detailed filing data is available for this year.$13.8$13.8$0.10$1.23$1.13
2018Detailed filing. Detailed filing data is available for this year.$15.0$15.0$0.55
2017Detailed filing. Detailed filing data is available for this year.$15.5$15.5$17.0$6.40$10.6
2016Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.60$8.51$7.91
2015Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$1.20$6.82$5.62
2014Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$2.37$9.00$6.63
2013Summary only. Only limited summary data is available for this year.$25.1$0.00$10.2$5.22$5.00
2012Summary only. Only limited summary data is available for this year.$20.0$0.00$5.68$6.93$1.25
2011Summary only. Only limited summary data is available for this year.$21.3$0.00$13.9$7.57$6.37