Civic Intelligence

Alpha Phi International Fraternity-

990EZ • Fiscal year 2021 • EIN 26-1134483

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 10, 2021

9717 Elk Grove Florin Rd Unit BElk Grove, CA 95624

(916) 687-7700

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

23rd percentile

-9.7%

Higher net margin than 23% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

31st percentile

-3.9%

Faster asset growth than 31% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

14th percentile

-45%

Faster revenue growth than 14% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$218,477

Down $8,863 (-3.9%) from 2020

Net Assets

Down

$218,477

Down $8,863 (-3.9%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$91,724

Down $75,435 (-45%) from 2020

Expenses

Down

$100,587

Down $35,291 (-26%) from 2020

Net Income

Down

-$8,863

Down $40,144 (-128%) from 2020

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $36,110Net Assets 2011: $36,1102011Assets 2012: $45,495Net Assets 2012: $45,4952012Assets 2013: $39,267Net Assets 2013: $39,2672013Assets 2019: $196,059Net Assets 2019: $196,0592019Assets 2020: $227,340Net Assets 2020: $227,3402020Assets 2021: $218,477Net Assets 2021: $218,4772021Assets 2022: $195,708Net Assets 2022: $195,7082022Assets 2023: $203,135Net Assets 2023: $203,1352023Assets 2024: $209,993Net Assets 2024: $209,9932024Assets 2025: $232,102Liabilities 2025: $0Net Assets 2025: $232,1022025

Highlighted filing

2021

Assets$218,477
Liabilities-
Net Assets$218,477

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $122,155Expenses 2011: $98,202Net Income 2011: $23,9532011Revenue 2012: $120,448Expenses 2012: $111,063Net Income 2012: $9,3852012Revenue 2013: $142,821Expenses 2013: $149,049Net Income 2013: -$6,2282013Revenue 2019: $196,199Expenses 2019: $182,682Net Income 2019: $13,5172019Revenue 2020: $167,159Expenses 2020: $135,878Net Income 2020: $31,2812020Revenue 2021: $91,724Expenses 2021: $100,587Net Income 2021: -$8,8632021Revenue 2022: $166,150Expenses 2022: $188,919Net Income 2022: -$22,7692022Revenue 2023: $187,552Expenses 2023: $180,060Net Income 2023: $7,4922023Revenue 2024: $192,568Expenses 2024: $185,710Net Income 2024: $6,8582024Revenue 2025: $235,754Expenses 2025: $213,645Net Income 2025: $22,1092025

Highlighted filing

2021

Revenue$91,724
Expenses$100,587
Net Income-$8,863
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 10, 2021
Return Version
2020v4.0
Gross Receipts
$91,724
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
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.--
All members participate in formal recruitment training and formal recruitment that takes place over a number of days. As a result of their efforts 47 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.--
Organization held event to congratulate seniors on their graduation from Connecticut University. This final event for the seniors encourages participation in the Organization as an alumni and promotes social interaction between members.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brown CarolinePresidentPT$0--
Mulla DanaVP Of Health-$0--
Martin CaseyVP Of Mem. Recr-$0--
Morganti MichelleVP Of Finance-$0--
Berkowitz JulianaVP Of New Memb.-$0--
Dondero KathrynVP Of Marketing-$0--
Pennatto CaliVP Of Diversity-$0--
Westerholm EmmaExecutive Admin-$0--
Souza KatiePanhellenic Del-$0--
Morganti MichelleDirector Chap. Housi-$0--
DelPiano JaimeeDirector Comm. Enga-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Phi International Fraternity-
EIN
26-1134483
Phone
9166877700
Address
9717 ELK GROVE FLORIN RD UNIT B, ELK GROVE, CA 95624

Signing Officer

Name
Morganti Michelle
Title
VP of Finance
Signed
2021-08-10
Discuss with paid preparer
Yes

Preparer

Firm
Sorority Solutions Inc
Address
9717 Elk Grove Florin Rd, Elk Grove, CA 95624
Preparer
Tammy Trujillo
Phone
9166877700
Supplemental Narrative

Additional Explanations

Other Expenses.1009

Depreciation $15469

Other Expenses.1

INTERNATIONAL $26490

Other Expenses.2

Health,wellness & accountabili $15038

Other Expenses.3

New member education & member $14057

Other Expenses.4

ADMINISTRATIVE $9552

Other Expenses.5

MARKETING $6995

Other Expenses.6

LEADERSHIP $6167

Other Expenses.7

RECRUITMENT $5640

Other Expenses.9

OTHER $28

Other Expenses.10

Diversity,equity & inclusion $4

Other Assets.1002

Furniture and Fixtures - Beginning $48857 Furniture and Fixtures - Ending $33388

Raw XML Appendix166 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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IRS990EZ/BooksInCareOfDetail/PhoneNum02039122512
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02110 Hillside Road Unit 3008F
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Storrs
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006269
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0178483
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brown Caroline
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Martin Casey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Morganti Michelle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Berkowitz Juliana
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Dondero Kathryn
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Westerholm Emma
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Morganti Michelle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DelPiano Jaimee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP of Health
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP of Mem. Recr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP of Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP of New Memb.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP of Marketing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP of Diversity
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Executive Admin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Panhellenic Del
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Dir Chap. Housi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Dir. Comm. Enga
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt099440
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IRS990EZ/PrintingPublicationsPostageAmt0688
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Organization held event to congratulate seniors on their graduation from Connecticut University. This final event for the seniors encourages participation in the Organization as an alumni and promotes social interaction between members.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $15469
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTERNATIONAL $26490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HEALTH,WELLNESS & ACCOUNTABILI $15038
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NEW MEMBER EDUCATION & MEMBER $14057
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMINISTRATIVE $9552
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MARKETING $6995
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LEADERSHIP $6167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7RECRUITMENT $5640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OTHER $28
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DIVERSITY,EQUITY & INCLUSION $4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Furniture and Fixtures - Beginning $48857 Furniture and Fixtures - Ending $33388
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Morganti Michelle
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP of Finance
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0IOTA LAMBDA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0261134483
ReturnHeader/Filer/PhoneNum09166877700
ReturnHeader/Filer/USAddress/AddressLine1Txt09717 ELK GROVE FLORIN RD UNIT B
ReturnHeader/Filer/USAddress/CityNm0ELK GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095624
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262848481
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09717 Elk Grove Florin Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Elk Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095624
ReturnHeader/PreparerPersonGrp/PhoneNum09166877700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMMY TRUJILLO
ReturnHeader/ReturnTs02021-08-10T10:15:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Morganti
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Michelle
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings