Civic Intelligence

Alpha Phi International Fraternity Inc

990EZ • Fiscal year 2023 • EIN 23-2623259

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 15, 2023

3320 W Foster Ave 105Chicago, IL 60625

(847) 316-8925

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

34th percentile

-2.9%

Higher net margin than 34% of similar nonprofits.

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

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.

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

Asset Growth

36th percentile

-3.6%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

20th percentile

-12%

Faster revenue growth than 20% of similar nonprofits.

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

Assets

Down

$135,706

Down $4,995 (-3.6%) from 2022

Net Assets

Down

$135,706

Down $4,995 (-3.6%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$147,323

Down $20,919 (-12%) from 2022

Expenses

Down

$151,661

Down $9,347 (-5.8%) from 2022

Net Income

Down

-$4,338

Down $11,572 (-160%) from 2022

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $19,960Net Assets 2010: $19,9602010Assets 2013: $19,804Liabilities 2013: $02013Assets 2014: $31,558Liabilities 2014: $02014Assets 2015: $43,267Liabilities 2015: $02015Assets 2016: $42,526Liabilities 2016: $02016Assets 2017: $61,023Liabilities 2017: $02017Assets 2018: $78,195Liabilities 2018: $02018Assets 2019: $95,355Liabilities 2019: $02019Assets 2020: $127,307Net Assets 2020: $127,3072020Assets 2021: $133,467Net Assets 2021: $133,4672021Assets 2022: $140,701Net Assets 2022: $140,7012022Assets 2023: $135,706Net Assets 2023: $135,7062023Assets 2024: $146,762Net Assets 2024: $146,7622024Assets 2025: $153,549Net Assets 2025: $153,5492025

Highlighted filing

2023

Assets$135,706
Liabilities-
Net Assets$135,706

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $79,374Expenses 2010: $71,222Net Income 2010: $8,1522010Revenue 2013: $85,612Expenses 2013: $80,598Net Income 2013: $5,0142013Revenue 2014: $109,227Expenses 2014: $97,473Net Income 2014: $11,7542014Revenue 2015: $141,208Expenses 2015: $129,499Net Income 2015: $11,7092015Revenue 2016: $158,812Expenses 2016: $159,553Net Income 2016: -$7412016Revenue 2017: $168,425Expenses 2017: $149,928Net Income 2017: $18,4972017Revenue 2018: $172,853Expenses 2018: $155,681Net Income 2018: $17,1722018Revenue 2019: $182,333Expenses 2019: $165,173Net Income 2019: $17,1602019Revenue 2020: $145,949Expenses 2020: $113,997Net Income 2020: $31,9522020Revenue 2021: $62,786Expenses 2021: $56,626Net Income 2021: $6,1602021Revenue 2022: $168,242Expenses 2022: $161,008Net Income 2022: $7,2342022Revenue 2023: $147,323Expenses 2023: $151,661Net Income 2023: -$4,3382023Revenue 2024: $127,565Expenses 2024: $116,509Net Income 2024: $11,0562024Revenue 2025: $150,767Expenses 2025: $143,980Net Income 2025: $6,7872025

Highlighted filing

2023

Revenue$147,323
Expenses$151,661
Net Income-$4,338
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 15, 2023
Return Version
2022v5.0
Gross Receipts
$147,323
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.--
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.--
The Organization held a formal event in the Fall 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

Employees

NameTitleFull / Part TimeBaseOtherTotal
Benson NicolePresidentPT$0--
Ochman AlexisVP Of Health, W-$0--
Mitich JessicaVP Of Health, W-$0--
Mortelliti NicoletteVP Of Finance &-$0--
Brauckmann CarolineVP Of New Membe-$0--
Consalo GiannaVP Of Marketing-$0--
Iacovella JuliaVP Of Diversity-$0--
Cunningham CaseyExecutive Admin-$0--
Perella ZoePanhellenic Del-$0--
VACANTDirector Of CHA-$0--
Merlino LaurenDirector Of COM-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Phi International Fraternity-
EIN
23-2623259
Phone
8473168925
Address
3320 W FOSTER AVE 105, CHICAGO, IL 60625

Signing Officer

Name
Mortelliti Nicolette
Title
VP of Finance &
Signed
2023-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Tammy Trujillo EA
Address
310 Milazzo Court, El Dorado Hills, CA 95762
Preparer
Tammy Trujillo
Phone
5303508634
Supplemental Narrative

Additional Explanations

Other Expenses.1

Health, wellness & accountabil $105359

Other Expenses.2

INTERNATIONAL $19554

Other Expenses.3

ADMINISTRATIVE $9145

Other Expenses.4

New member education $7509

Other Expenses.5

RECRUITMENT $5340

Other Expenses.6

LEADERSHIP $3575

Other Expenses.7

MARKETING $504

Other Expenses.8

OTHER $240

Raw XML Appendix160 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 INTERNATIONAL FRATER
IRS990EZ/BooksInCareOfDetail/PhoneNum08473168925
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03320 W FOSTER AVE 105
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060625
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0140701
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0135706
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4338
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0285
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0140701
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0135706
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0147323
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum01038
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt03612
IRS990EZ/InvestmentIncomeAmt01633
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0145690
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0140701
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0135706
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0140701
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0135706
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
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/PersonNm0Benson Nicole
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ochman Alexis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mitich Jessica
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mortelliti Nicolette
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Brauckmann Caroline
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Consalo Gianna
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Iacovella Julia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Cunningham Casey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Perella Zoe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9VACANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Merlino Lauren
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP of Health, W
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP of Health, W
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP of Finance &
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP of New Membe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP of Marketing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP of Diversity
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Executive Admin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Panhellenic Del
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director of Cha
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director of Com
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherChangesInNetAssetsAmt0-657
IRS990EZ/OtherExpensesTotalAmt0151226
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Alpha Phi is a sisterhood of women supporting each other in lifelong achievement.
IRS990EZ/PrintingPublicationsPostageAmt0150
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/DescriptionProgramSrvcAccomTxt1The 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The Organization held a formal event in the Fall 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/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0151661
IRS990EZ/TotalRevenueAmt0147323
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HEALTH, WELLNESS & ACCOUNTABIL $105359
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTERNATIONAL $19554
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMINISTRATIVE $9145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NEW MEMBER EDUCATION $7509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RECRUITMENT $5340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LEADERSHIP $3575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MARKETING $504
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OTHER $240
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mortelliti Nicolette
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP of Finance &
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THETA THETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0232623259
ReturnHeader/Filer/PhoneNum08473168925
ReturnHeader/Filer/USAddress/AddressLine1Txt03320 W FOSTER AVE 105
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060625
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832177268
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tammy Trujillo EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0310 Milazzo Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Dorado Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095762
ReturnHeader/PreparerPersonGrp/PhoneNum05303508634
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tammy Trujillo
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-08-15T11:50:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mortelliti
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Nicolette
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.54$1.54$1.51$1.44$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.47$1.47$1.28$1.17$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.36$1.36$1.47$1.52$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.41$1.41$1.68$1.61$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.33$1.33$0.63$0.57$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.27$1.27$1.46$1.14$0.32
2019Summary only. Only limited summary data is available for this year.$0.95$0.00$1.82$1.65$0.17
2018Summary only. Only limited summary data is available for this year.$0.78$0.00$1.73$1.56$0.17
2017Summary only. Only limited summary data is available for this year.$0.61$0.00$1.68$1.50$0.18
2016Summary only. Only limited summary data is available for this year.$0.43$0.00$1.59$1.60$0.01
2015Summary only. Only limited summary data is available for this year.$0.43$0.00$1.41$1.29$0.12
2014Summary only. Only limited summary data is available for this year.$0.32$0.00$1.09$0.97$0.12
2013Summary only. Only limited summary data is available for this year.$0.20$0.00$0.86$0.81$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.20$0.79$0.71$0.08