Civic Intelligence

Alpha Psi Alumni Chapter of Phi Delta Chi Inc

990EZ • Fiscal year 2019 • EIN 23-7358054

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 19, 2019

Organization ProfileN/A
2648 Kensington WayStockton, CA 95204

(209) 601-9091

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

60th percentile

5.8%

Higher net margin than 60% 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

50th percentile

1.4%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

72nd percentile

10%

Faster revenue growth than 72% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$174,419

Up $2,422 (+1.4%) from 2018

Net Assets

Up

$174,419

Up $2,422 (+1.4%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin60th percentile

Revenue

Up

$41,650

Up $3,850 (+10%) from 2018

Expenses

Down

$39,228

Down $4,833 (-11%) from 2018

Net Income

Up

$2,422

Up $8,683 (+139%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$200K$150K$100K$50K$0Assets 2015: $179,346Net Assets 2015: $179,3462015Assets 2016: $181,039Net Assets 2016: $181,0392016Assets 2017: $178,258Net Assets 2017: $178,2582017Assets 2018: $171,997Net Assets 2018: $171,9972018Assets 2019: $174,419Net Assets 2019: $174,4192019Assets 2020: $170,773Net Assets 2020: $170,7732020Assets 2021: $168,824Net Assets 2021: $168,8242021Assets 2022: $164,254Net Assets 2022: $164,2542022Assets 2023: $160,447Net Assets 2023: $160,4472023Assets 2024: $138,984Net Assets 2024: $138,9842024Assets 2025: $132,147Net Assets 2025: $132,1472025

Highlighted filing

2019

Assets$174,419
Liabilities-
Net Assets$174,419
Open 2019 Filing

Operations Trend

Revenue Growth72nd percentile

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

$100K$50K$0-$50KRevenue 2015: $36,000Expenses 2015: $42,742Net Income 2015: -$6,7422015Revenue 2016: $37,350Expenses 2016: $35,657Net Income 2016: $1,6932016Revenue 2017: $37,800Expenses 2017: $40,581Net Income 2017: -$2,7812017Revenue 2018: $37,800Expenses 2018: $44,061Net Income 2018: -$6,2612018Revenue 2019: $41,650Expenses 2019: $39,228Net Income 2019: $2,4222019Revenue 2020: $42,000Expenses 2020: $45,646Net Income 2020: -$3,6462020Revenue 2021: $42,000Expenses 2021: $43,949Net Income 2021: -$1,9492021Revenue 2022: $42,000Expenses 2022: $46,570Net Income 2022: -$4,5702022Revenue 2023: $44,200Expenses 2023: $48,007Net Income 2023: -$3,8072023Revenue 2024: $43,200Expenses 2024: $64,663Net Income 2024: -$21,4632024Revenue 2025: $43,200Expenses 2025: $50,037Net Income 2025: -$6,8372025

Highlighted filing

2019

Revenue$41,650
Expenses$39,228
Net Income$2,422
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 19, 2019
Return Version
2018v3.1
Gross Receipts
$41,650
Mission and Program Overview

Mission

The house board is a volunteer group that supports the undergraduate chapter of the phi delta chi fraternity at the university of the pacific by;a) negotiating all matters related to the leasing of property at the university of the pacific;b) providing oversight of the house project account;c) providing direction and collaborating with the university on facility improvements;d) providing guidelines to the undergraduate chapter on maintaining the fraternity house and its belongings.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION SUCCESSFULLY CARRIED OUT ITS PRIMARY EXEMPT PURPOSE THOUGHOUT THE CURRENT FISCAL YEAR.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUG BENNETTOfficer-$0--
ED LARIMEROfficer-$0--
ROBERT BORAGNOOfficer-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Psi Alumni Chapter of Phi
EIN
23-7358054
Phone
2096019091
Address
2648 KENSINGTON WAY, STOCKTON, CA 95204

Signing Officer

Name
Doug Bennett
Title
Officer
Signed
2019-09-19
Discuss with paid preparer
Yes

Preparer

Firm
Schwartz Giannini Lantsberger & Adamson CPAs
Address
4578 Feather River Drive D, Stockton, CA 95219
Preparer
Nikolas Torres
Phone
2094741084
Supplemental Narrative

Additional Explanations

Other Assets.1003

“Machinery and Equipment - Beginning $15439 Machinery and Equipment - Ending $13001”

Raw XML Appendix99 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/PersonNm0DOUG BENNETT
IRS990EZ/BooksInCareOfDetail/PhoneNum02096019091
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02648 KENSINGTON WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0952045141
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042010
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053415
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02422
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0171997
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0174419
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt041650
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt0114548
IRS990EZ/LandAndBuildingsGrp/EOYAmt0108003
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0171997
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0174419
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0171997
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0174419
IRS990EZ/OccupancyRentUtltsAndMaintAmt039228
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DOUG BENNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ED LARIMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT BORAGNO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2OFFICER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt015439
IRS990EZ/OtherAssetsTotalDetail/EOYAmt013001
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE HOUSE BOARD IS A VOLUNTEER GROUP THAT SUPPORTS THE UNDERGRADUATE CHAPTER OF THE PHI DELTA CHI FRATERNITY AT THE UNIVERSITY OF THE PACIFIC BY;A) NEGOTIATING ALL MATTERS RELATED TO THE LEASING OF PROPERTY AT THE UNIVERSITY OF THE PACIFIC;B) PROVIDING OVERSIGHT OF THE HOUSE PROJECT ACCOUNT;C) PROVIDING DIRECTION AND COLLABORATING WITH THE UNIVERSITY ON FACILITY IMPROVEMENTS;D) PROVIDING GUIDELINES TO THE UNDERGRADUATE CHAPTER ON MAINTAINING THE FRATERNITY HOUSE AND ITS BELONGINGS.
IRS990EZ/ProgramServiceRevenueAmt041650
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION SUCCESSFULLY CARRIED OUT ITS PRIMARY EXEMPT PURPOSE THOUGHOUT THE CURRENT FISCAL YEAR.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039228
IRS990EZ/TotalRevenueAmt041650
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Machinery and Equipment - Beginning $15439 Machinery and Equipment - Ending $13001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Assets.1003
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUG BENNETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PSI ALUMNI CHAPTER OF PHI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DELTA CHI INC
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0237358054
ReturnHeader/Filer/PhoneNum02096019091
ReturnHeader/Filer/USAddress/AddressLine1Txt02648 KENSINGTON WAY
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095204
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680290029
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Schwartz Giannini Lantsberger & Adamson CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04578 Feather River Drive D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stockton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02094741084
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nikolas Torres
ReturnHeader/ReturnTs02019-09-19T07:00:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$174,419
Liabilities
-
Net assets
$174,419
Revenue
$41,650
Expenses
$39,228
Net income
$2,422
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.32$1.32$0.43$0.50$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.39$1.39$0.43$0.65$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.60$1.60$0.44$0.48$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.64$1.64$0.42$0.47$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.69$1.69$0.42$0.44$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.71$1.71$0.42$0.46$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.74$1.74$0.42$0.39$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.72$1.72$0.38$0.44$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.78$1.78$0.38$0.41$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.81$1.81$0.37$0.36$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.79$1.79$0.36$0.43$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)7 • <$500k nonprofits