Civic Intelligence

Alpha Delta Phi Foundation

990 • Fiscal year 2020 • EIN 23-7034377

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 08, 2020

Organization ProfileN/A
11400 98th Ave NEKirkland, WA 98033

(425) 284-4346

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

99th percentile

97%

Higher net margin than 99% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

92nd percentile

85%

Faster asset growth than 92% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2020

Revenue Growth

98th percentile

305%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$2,220,977

Up $1,265,531 (+132%) from 2019

Net Assets

Up

$2,220,977

Up $1,265,631 (+132%) from 2019

Liabilities

Down

$0

Down $100 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin99th percentile

Revenue

Up

$1,294,723

Up $931,596 (+257%) from 2019

Expenses

Down

$39,241

Down $7,967 (-17%) from 2019

Net Income

Up

$1,255,482

Up $939,563 (+297%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $683,552Liabilities 2012: $0Net Assets 2012: $683,5522012Assets 2013: $651,354Liabilities 2013: $0Net Assets 2013: $651,3542013Assets 2014: $650,002Liabilities 2014: $0Net Assets 2014: $650,0022014Assets 2015: $625,795Liabilities 2015: $0Net Assets 2015: $625,7952015Assets 2016: $619,282Liabilities 2016: $0Net Assets 2016: $619,2822016Assets 2017: $602,391Liabilities 2017: $0Net Assets 2017: $602,3912017Assets 2018: $650,422Liabilities 2018: $12,670Net Assets 2018: $637,7522018Assets 2019: $955,446Liabilities 2019: $100Net Assets 2019: $955,3462019Assets 2020: $2,220,977Liabilities 2020: $0Net Assets 2020: $2,220,9772020Assets 2021: $809,538Liabilities 2021: $0Net Assets 2021: $809,5382021Assets 2022: $740,441Liabilities 2022: $0Net Assets 2022: $740,4412022Assets 2023: $612,261Liabilities 2023: $9,032Net Assets 2023: $603,2292023Assets 2024: $631,255Liabilities 2024: $0Net Assets 2024: $631,2552024

Highlighted filing

2020

Assets$2,220,977
Liabilities$0
Net Assets$2,220,977
Open 2020 Filing

Operations Trend

Revenue Growth98th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2012: $58,4392012Expenses 2013: $68,3412013Revenue 2014: $36,033Expenses 2014: $48,300Net Income 2014: -$12,2672014Revenue 2015: $32,849Expenses 2015: $54,243Net Income 2015: -$21,3942015Revenue 2016: $30,993Expenses 2016: $35,321Net Income 2016: -$4,3282016Revenue 2017: $22,171Expenses 2017: $44,040Net Income 2017: -$21,8692017Revenue 2018: $78,806Expenses 2018: $45,696Net Income 2018: $33,1102018Revenue 2019: $363,127Expenses 2019: $47,208Net Income 2019: $315,9192019Revenue 2020: $1,294,723Expenses 2020: $39,241Net Income 2020: $1,255,4822020Revenue 2021: $702,714Expenses 2021: $2,139,971Net Income 2021: -$1,437,2572021Revenue 2022: $793,693Expenses 2022: $860,201Net Income 2022: -$66,5082022Revenue 2023: $115,478Expenses 2023: $252,690Net Income 2023: -$137,2122023Revenue 2024: $55,638Expenses 2024: $27,612Net Income 2024: $28,0262024

Highlighted filing

2020

Revenue$1,294,723
Expenses$39,241
Net Income$1,255,482
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 8, 2020
Return Version
2019v5.0
Gross Receipts
$1,294,723
Mission and Program Overview

Mission

To award scholarships to worthy University of Washington students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$334,584$1,265,494▲ $930,910
Investments in Publicly Traded Securities$233,132$538,291▲ $305,159
Other Notes and Loans Receivable, Net$377,212$359,220▼ $17,992
Cash and Non-Interest-Bearing Accounts$10,518$57,972▲ $47,454
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$955,446$2,220,977▲ $1,265,531
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$100--
Total Liabilities$100$0▼ $100
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$955,346$2,220,977▲ $1,265,631
Total Net Assets Fund Balance$955,346$2,220,977▲ $1,265,631
Total Liabilities and Net Assets / Fund Balance$955,446$2,220,977▲ $1,265,531
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Todd D FlynnPresident
RJ NichoaldsVice President
Mike MacaulayMember
Mark S CarlsonSecretary
Mike SelfTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,275,538
Program Service Revenue
$0
Investment Income
$6,537
Other Revenue
$12,648
All Other Contributions
$1,275,538
Change in Net Assets
$1,255,482
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$36,300
Other Expenses$2,941
Total Fundraising Expense$30
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$36,300--$36,300
Fees for Services Accounting-$2,555-$2,555
Office Expenses-$256-$256
Other Expenses-$25$30$55
Total Functional Expenses$36,300$2,911$30$39,241
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
Lobbying 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
No
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 990 will be prepared by an outside CPA firm and reviewed by the Board President. Board members will receive a copy of the return and will approve before it is filed.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are provided upon request.”

Filing and Contact Details

Filer

Filer Name
Alpha Delta Phi Foundation
EIN
23-7034377
Phone
4252844346
Address
11400 98th Ave NE, Kirkland, WA 98033

Signing Officer

Name
Todd D Flynn
Title
President
Signed
2020-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Todd D Flynn
Formed
1969
Legal Domicile
Wa
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Jones & Associates PLLC CPAS
Address
17544 Midvale Ave N Ste 100, Shoreline, WA 98133
Preparer
Jennifer Haddon CPA
Phone
2065255261
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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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IRS990ScheduleA/FactsAndCircumstancesTestTxt0Current Year Facts and Circumstances: The facts and circumstances described in Treas. Regs. Section 1.170a-9(f)(3)(n) support Alpha Delta Phi Foundations (the Foundation) classification as a public charity. First, the Foundations public support percentage is 25.71% - just below the one-third public support safe harbor. Second, the Foundations sources of support are broad based. The Foundation conducts an ongoing and active fund-raising program which has resulted in contributions being received from a wide variety of sources including the general public, University of Washington Alumni and Alpha Delta Phi Fraternity Alumni. A list of contributors and prospective contributors is maintained and updated on a continuous basis and those donors and prospective donors are apprised on a regular basis of the kinds of activities and the success of the activities supported by the Foundation.Third, the Foundations activities support a broad segment of the community. The Foundation is currently in the midst of a fundraising campaign to raise funds for an Education Grant to support the educational and charitable portions of a chapter house owned by Pacific Northwest Alumni of Alpha Delta Phi which houses members of the local chapter. It is important to note that the Foundations grant will support the University of Washingtons student population as a whole in that it reduces the burden on the University for providing study rooms and similar facilities to the general student body. Thus, the Foundation resources support from a broad segment of the communitys population.Finally, while the Foundation's donor base is limited due to the specialized nature of its programs - that is, because the Foundation is formed to serve the educational and leadership needs of a single chapter of Alpha Delta Phi - its donor base is necessarily limited as well. As a result, substantial gifts given by a relatively few members of the donor base have a disproportionate impact upon the public support percentage. While the donor base is limited relative to other public charities, Rev. Rul. 56-403 held that a single chapter of a fraternity constitutes a sufficiently broad charitable class to justify a local foundations scholarship program. Thus, as recognized in Regs. 1.170a-9(f)(3)(n), a small donor base should not negatively impact a public charity analysis where the small donor base results from the foundations focus upon narrow or specialized programming.As the Foundations public support percentage is very nearly 33 1/3%, it conducts a substantial and broad based fundraising program supporting the community as a whole and maintains a high public support percentage despite having a permissibly limited donor base, the Foundation is properly classified as a public charity and should retain that classification.
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt012648
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt013290
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt013753
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt013833
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt013848
IRS990ScheduleA/OtherIncome170Grp/TotalAmt067372
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IRS990ScheduleA/PublicSupportPY170Pct00.29470
IRS990ScheduleA/PublicSupportTotal170Amt0460171
IRS990ScheduleA/SubstantialContributorsTotAmt01223722
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IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01275538
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0339520
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt057864
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02831
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08140
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01683893
IRS990ScheduleA/TotalSupportAmt01789820
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt036300
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt076
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Board reviews the use of grant funds and determines whether funds are used as expected.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 will be prepared by an outside CPA firm and reviewed by the Board President. Board members will receive a copy of the return and will approve before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Documents are provided upon request.
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
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0955446
IRS990/TotalAssetsEOYAmt02220977
IRS990/TotalAssetsGrp/BOYAmt0955446
IRS990/TotalAssetsGrp/EOYAmt02220977
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IRS990/TotalContributionsAmt01275538
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02911
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt036300
IRS990/TotalFunctionalExpensesGrp/TotalAmt039241
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0100
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0100
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0955346
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02220977
IRS990/TotalProgramServiceExpensesAmt036300
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt019185
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01294723
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0955446
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02220977
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011400 98th Ave NE 301
IRS990/USAddress/CityNm0Kirkland
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098033
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Todd D Flynn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alpha Delta Phi Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0237034377
ReturnHeader/Filer/PhoneNum04252844346
ReturnHeader/Filer/USAddress/AddressLine1Txt011400 98th Ave NE
ReturnHeader/Filer/USAddress/CityNm0Kirkland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098033
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0825107131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jones & Associates PLLC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017544 Midvale Ave N Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Shoreline
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098133
ReturnHeader/PreparerPersonGrp/PhoneNum02065255261
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Haddon CPA
ReturnHeader/ReturnTs02020-10-08T09:08:38-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,220,977
Liabilities
$0
Net assets
$2,220,977
Revenue
$1,294,723
Expenses
$39,241
Net income
$1,255,482
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.06$0.03$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.61$0.01$0.60$0.12$0.25$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.79$0.86$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.70$2.14$1.44
2020Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$1.29$0.04$1.26
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.36$0.05$0.32
2018Detailed filing. Detailed filing data is available for this year.$0.65$0.01$0.64$0.08$0.05$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.02$0.04$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.03$0.04$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.03$0.05$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.04$0.05$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$0.06