Civic Intelligence

Alpha Phi Fraternity Gamma Eta Housing Corporation

990 • Fiscal year 2019 • EIN 20-8204868

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 04, 2019

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

69th percentile

0.04x

Higher debt load relative to assets than 69% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

74th percentile

0.07x

Higher debt load relative to revenue than 74% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Net Margin

62nd percentile

6.5%

Higher net margin than 62% 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

57th percentile

3.4%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

37th percentile

-4.6%

Faster revenue growth than 37% of similar nonprofits.

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

Assets

Up

$440,903

Up $14,626 (+3.4%) from 2018

Net Assets

Up

$425,153

Up $13,876 (+3.4%) from 2018

Liabilities

Up

$15,750

Up $750 (+5.0%) from 2018

Revenue

Down

$212,812

Down $10,161 (-4.6%) from 2018

Expenses

Down

$198,936

Down $1,169 (-0.6%) from 2018

Net Income

Down

$13,876

Down $8,992 (-39%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $295,800Liabilities 2010: $155,254Net Assets 2010: $140,5462010Assets 2012: $393,415Liabilities 2012: $145,295Net Assets 2012: $248,1202012Assets 2013: $418,470Liabilities 2013: $137,004Net Assets 2013: $281,4662013Assets 2014: $396,934Liabilities 2014: $95,990Net Assets 2014: $300,9442014Assets 2015: $395,687Liabilities 2015: $71,072Net Assets 2015: $324,6152015Assets 2016: $405,892Liabilities 2016: $42,684Net Assets 2016: $363,2082016Assets 2017: $403,409Liabilities 2017: $15,000Net Assets 2017: $388,4092017Assets 2018: $426,277Liabilities 2018: $15,000Net Assets 2018: $411,2772018Assets 2019: $440,903Liabilities 2019: $15,750Net Assets 2019: $425,1532019Assets 2020: $451,367Liabilities 2020: $16,251Net Assets 2020: $435,1162020Assets 2021: $473,923Liabilities 2021: $16,250Net Assets 2021: $457,6732021Assets 2022: $481,871Liabilities 2022: $16,250Net Assets 2022: $465,6212022Assets 2023: $469,954Liabilities 2023: $16,250Net Assets 2023: $453,7042023Assets 2024: $483,319Liabilities 2024: $16,250Net Assets 2024: $467,0692024Assets 2025: $479,286Liabilities 2025: $15,000Net Assets 2025: $464,2862025

Highlighted filing

2019

Assets$440,903
Liabilities$15,750
Net Assets$425,153

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $140,220Expenses 2010: $156,936Net Income 2010: -$16,7162010Expenses 2012: $159,5582012Expenses 2013: $171,5892013Revenue 2014: $206,448Expenses 2014: $186,970Net Income 2014: $19,4782014Revenue 2015: $212,314Expenses 2015: $188,643Net Income 2015: $23,6712015Revenue 2016: $219,395Expenses 2016: $180,802Net Income 2016: $38,5932016Revenue 2017: $214,478Expenses 2017: $189,277Net Income 2017: $25,2012017Revenue 2018: $222,973Expenses 2018: $200,105Net Income 2018: $22,8682018Revenue 2019: $212,812Expenses 2019: $198,936Net Income 2019: $13,8762019Revenue 2020: $212,320Expenses 2020: $202,357Net Income 2020: $9,9632020Revenue 2021: $219,518Expenses 2021: $196,961Net Income 2021: $22,5572021Revenue 2022: $217,064Expenses 2022: $209,116Net Income 2022: $7,9482022Revenue 2023: $211,185Expenses 2023: $223,102Net Income 2023: -$11,9172023Revenue 2024: $228,139Expenses 2024: $214,774Net Income 2024: $13,3652024Revenue 2025: $226,474Expenses 2025: $229,257Net Income 2025: -$2,7832025

Highlighted filing

2019

Revenue$212,812
Expenses$198,936
Net Income$13,876
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 4, 2019
Return Version
2018v3.1
Gross Receipts
$212,812
Mission and Program Overview

Mission

Provide for our members a safe, quality living environment that promotes academic excellence and individual and chapter success. We are committed to fiscal responsibility, operating with integrity , honoring tradition and demonstrating mutual respect in order to be the premier facility on each campus.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$411,277$425,153▲ $13,876
Cash and Non-Interest-Bearing Accounts$178,367$173,705▼ $4,662
Land, Buildings, and Equipment, Net$159,164$172,708▲ $13,544
Savings and Temporary Cash Investments$68,443$78,665▲ $10,222
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$426,277$440,903▲ $14,626
Other Assets Total$20,303$15,825▼ $4,478
Liabilities
Other Liabilities$15,000$15,750▲ $750
Total Liabilities$15,000$15,750▲ $750
Net Assets / Fund Balance
Total Net Assets Fund Balance$411,277$425,153▲ $13,876
Total Liabilities and Net Assets / Fund Balance$426,277$440,903▲ $14,626

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$74,028$111,043$185,071
Leasehold Improvements$41,958$77,923$119,881
Other Land Buildings$56,722$55,747$112,469
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$212,790
Investment Income
$22
Other Revenue
$0
Change in Net Assets
$13,876
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$189,755
Salaries, Compensation, and Employee Benefits$9,181
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$142,745
Depreciation Depletion---$36,563
Other Salaries and Wages---$9,089
Fees for Services Accounting---$3,673
Insurance---$2,615
Travel---$1,619
Fees for Services Management---$1,200
Fees for Services Legal---$890
Conferences and Meetings---$395
Payroll Taxes---$92
Office Expenses---$55
Total Functional Expenses$0$0$0$198,936
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Room Reservation Fee (Prepaid Rent)$15,750
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

All members of said Corporation shall be persons admitted to membership in the chapter (whether by formal initiation or formal affiliation as provided under the policies and procedures of The Fraternity) and such other members of the Fraternity who are so admitted, by a majority vote of the Board of Directors of the Corporation.Additionally members of this Corporation shall be limited to those persons who shall meet all of the following qualifications:a.She shall be a member in good standing with the Fraternity;b.She shall have attained the age of majority under the laws in the State of Texas.c.She shall have paid her house/chapter bond in full to her collegiate chapter and shall not be in default in any other payments to the Corporation or the Fraternity; andd.She shall have personally notified the Secretary of the Corporation, in writing, of her desire to become a member and have furnished to the Secretary a personal mailing address.

Form 990, Part VI, Line 11B: Form 990 Review Process

The form 990 is prepared by the Organizations bookkeeper. The return is sent to the Board Members for review. After this process is satisfied the return is filed.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

At the Corporations annual meeting Board Members review the conflict of interest policy and include in the minutes their review and any potential conflicts.

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.

Filing and Contact Details

Filer

Filer Name
Alpha Phi Fraternity Gamma Eta Housing
EIN
20-8204868
Phone
9166877700
Address
PO Box 270, Wilton, CA 95693

Signing Officer

Name
Kathryn Wicker
Title
Treasurer
Signed
2019-10-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sharon Sheppard
Formed
2007
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
4
Employees
2
Volunteers
7

Preparer

Firm
Sorority Solutions Inc
Address
11708 GREEN ROAD, WILTON, CA 95693
Preparer
Julie Sportelli
Phone
9166877700
Raw XML Appendix383 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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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010200
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt143090
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2159500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt143090
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2159500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0318
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0190044
IRS990/PYProgramServiceRevenueAmt0222655
IRS990/PYRevenuesLessExpensesAmt022868
IRS990/PYSalariesCompEmpBnftPaidAmt010061
IRS990/PYTotalExpensesAmt0200105
IRS990/PYTotalRevenueAmt0222973
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt013876
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0411277
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0425153
IRS990/SavingsAndTempCashInvstGrp/BOYAmt068443
IRS990/SavingsAndTempCashInvstGrp/EOYAmt078665
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt074028
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0111043
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0185071
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt041958
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt077923
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0119881
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt056722
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt055747
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0112469
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015750
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Room Reservation Fee (Prepaid Rent)
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0172708
IRS990ScheduleD/TotalLiabilityAmt015750
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0All members of said Corporation shall be persons admitted to membership in the chapter (whether by formal initiation or formal affiliation as provided under the policies and procedures of The Fraternity) and such other members of the Fraternity who are so admitted, by a majority vote of the Board of Directors of the Corporation.Additionally members of this Corporation shall be limited to those persons who shall meet all of the following qualifications:a.She shall be a member in good standing with the Fraternity;b.She shall have attained the age of majority under the laws in the State of Texas.c.She shall have paid her house/chapter bond in full to her collegiate chapter and shall not be in default in any other payments to the Corporation or the Fraternity; andd.She shall have personally notified the Secretary of the Corporation, in writing, of her desire to become a member and have furnished to the Secretary a personal mailing address.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The form 990 is prepared by the Organizations bookkeeper. The return is sent to the Board Members for review. After this process is satisfied the return is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2At the Corporations annual meeting Board Members review the conflict of interest policy and include in the minutes their review and any potential conflicts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization provides its governing documents and financial statements to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0426277
IRS990/TotalAssetsEOYAmt0440903
IRS990/TotalAssetsGrp/BOYAmt0426277
IRS990/TotalAssetsGrp/EOYAmt0440903
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0198936
IRS990/TotalGrossUBIAmt022
IRS990/TotalLiabilitiesBOYAmt015000
IRS990/TotalLiabilitiesEOYAmt015750
IRS990/TotalLiabilitiesGrp/BOYAmt015000
IRS990/TotalLiabilitiesGrp/EOYAmt015750
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0411277
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0425153
IRS990/TotalProgramServiceRevenueAmt0212790
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0212790
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0212812
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt022
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0426277
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0440903
IRS990/TravelGrp/TotalAmt01619
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathryn Wicker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alpha Phi Fraternity Gamma Eta Housing
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Corporation
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0208204868
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/ReturnTs02019-10-04T13:35:14-07:00
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
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$0.15$4.64$2.26$2.29$0.03
2024Summary only. Only limited summary data is available for this year.$4.83$0.16$4.67$2.28$2.15$0.13
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.70$0.16$4.54$2.11$2.23$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.82$0.16$4.66$2.17$2.09$0.08
2021Summary only. Only limited summary data is available for this year.$4.74$0.16$4.58$2.20$1.97$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.51$0.16$4.35$2.12$2.02$0.10
2019Detailed filing. Detailed filing data is available for this year.$4.41$0.16$4.25$2.13$1.99$0.14
2018Summary only. Only limited summary data is available for this year.$4.26$0.15$4.11$2.23$2.00$0.23
2017Summary only. Only limited summary data is available for this year.$4.03$0.15$3.88$2.14$1.89$0.25
2016Summary only. Only limited summary data is available for this year.$4.06$0.43$3.63$2.19$1.81$0.39
2015Summary only. Only limited summary data is available for this year.$3.96$0.71$3.25$2.12$1.89$0.24
2014Detailed filing. Detailed filing data is available for this year.$3.97$0.96$3.01$2.06$1.87$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.18$1.37$2.81$1.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.93$1.45$2.48$1.60
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.96$1.55$1.41$1.40$1.57$0.17