Civic Intelligence

Alpha Phi International Fraternity- Eta Kappa Chapter

990 • Fiscal year 2019 • EIN 33-0272877

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 20, 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

53rd percentile

0.00x

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

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

Liabilities / Revenue

53rd percentile

0.00x

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

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

Net Margin

58th percentile

5.1%

Higher net margin than 58% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

$277,533

No earlier filing loaded for comparison.

Net Assets

$277,533

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$198,672

No earlier filing loaded for comparison.

Expenses

$188,589

No earlier filing loaded for comparison.

Net Income

$10,083

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2019: $277,533Liabilities 2019: $0Net Assets 2019: $277,5332019Assets 2020: $293,189Net Assets 2020: $293,1892020Assets 2021: $248,041Net Assets 2021: $248,0412021Assets 2022: $269,975Liabilities 2022: $0Net Assets 2022: $269,9752022Assets 2023: $277,038Liabilities 2023: $0Net Assets 2023: $277,0382023Assets 2024: $324,085Liabilities 2024: $0Net Assets 2024: $324,0852024Assets 2025: $361,656Liabilities 2025: $0Net Assets 2025: $361,6562025

Highlighted filing

2019

Assets$277,533
Liabilities$0
Net Assets$277,533

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2019: $198,672Expenses 2019: $188,589Net Income 2019: $10,0832019Revenue 2020: $162,922Expenses 2020: $147,266Net Income 2020: $15,6562020Revenue 2021: $53,226Expenses 2021: $98,374Net Income 2021: -$45,1482021Revenue 2022: $202,970Expenses 2022: $181,036Net Income 2022: $21,9342022Revenue 2023: $235,372Expenses 2023: $228,309Net Income 2023: $7,0632023Revenue 2024: $270,835Expenses 2024: $223,788Net Income 2024: $47,0472024Revenue 2025: $323,203Expenses 2025: $285,632Net Income 2025: $37,5712025

Highlighted filing

2019

Revenue$198,672
Expenses$188,589
Net Income$10,083
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 20, 2019
Return Version
2018v3.1
Gross Receipts
$198,672
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$267,450$277,533▲ $10,083
Savings and Temporary Cash Investments$158,497$167,383▲ $8,886
Cash and Non-Interest-Bearing Accounts$108,953$107,937▼ $1,016
Land, Buildings, and Equipment, Net-$2,213-
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$267,450$277,533▲ $10,083
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$267,450$277,533▲ $10,083
Total Liabilities and Net Assets / Fund Balance$267,450$277,533▲ $10,083

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,213$158$2,371
Compensation and Service Providers

Board Members and Trustees

NameTitle
Olsen McKenziePresident
Burns KellyDirector Academ
Zarasua AmandaDirector Alumna
Cesea HollyExecutive Director
Kelman WrenPanhellenic Del
Grant KimberlyVP Comm Relatio
Housik TaliaVP Mem Recruit
Garrido SaraVP Member Educ
Francis QuinnVP of Finance
De Soto SavannahVP of Marketing
Kashi NatashaVP Risk Mangemt
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$197,787
Investment Income
$885
Other Revenue
$0
Change in Net Assets
$10,083
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$188,589
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$28,607
Other Expenses---$20,958
Occupancy---$20,154
Conferences and Meetings---$9,491
Office Expenses---$5,110
Insurance---$2,441
Fees for Services Accounting---$1,376
Fees for Services Other---$1,200
Depreciation Depletion---$158
Total Functional Expenses$0$0$0$188,589
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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 form 990 is prepared by the organization's bookkeeper. The return is sent to the Board Members for review and comment. After this process is satisfied, the return is filed.

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.

Form 990, Part VI, Line 6 - Explanation of Members

Members of the organization include initiated and uninitiated members of Alpha Phi who are full time students at UCI.It is a private membership organization whose members are selected following a series of meetings, socials and interviews by existing members of the Fraternity at UCI.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at UCI,and have a sincere desire to contribute to the work of the Fraternity.

Form 990, Part VI, Line 7A - How Members or Shareholders Elect Governi

Members elect the Executive Board annually at a membership meeting.

Filing and Contact Details

Filer

Filer Name
Alpha Phi International Fraternity-
EIN
33-0272877
Phone
9166877700
Address
PO BOX 270, WILTON, CA 95693

Signing Officer

Name
Francis Quinn
Title
VP of Finance
Signed
2019-08-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Olsen McKenzie
Formed
1988
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Sorority Solutions Inc
Address
11708 GREEN ROAD, WILTON, CA 95693
Preparer
Julie Sportelli
Phone
9166877700
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

ADMINISTRATIVE: Column (A) - Total = $5323; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Campus Affairs: Column (A) - Total = $16; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Leadership: Column (A) - Total = $3567; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

MARKETING: Column (A) - Total = $5693; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Member Education and Programmi: Column (A) - Total = $14008; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part III, Line 1 - Organization Mission

The mission of the organization is to support its members in lifelong achievement. The organization is a sorority that operates on the campus of University of California Irvine.It achieves its mission by providing opportunities for its members to achieve their goals and promote life long bonds. This includes the renting of a facility where members may live and meet, providing leadership opportunities, and providing programs that encourage personal growth and provide incentive for members to join and remain members of the organization.

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IRS990/ProgSrvcAccomActy2Grp/Desc0All members participate in formal recruitment training and formal recruitment that takes place over a number of days. As a result of their efforts 38 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.
IRS990/ProgSrvcAccomActy3Grp/Desc0Rent facility that houses some members of the Organization and provides meeting facilities for all members.The experience of living and meeting together promotes bonds between members and provides mutual support between members.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0209281
IRS990/PYInvestmentIncomeAmt0133
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0184901
IRS990/PYProgramServiceRevenueAmt0188891
IRS990/PYRevenuesLessExpensesAmt0213404
IRS990/PYTotalExpensesAmt0184901
IRS990/PYTotalRevenueAmt0398305
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt010083
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0267450
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0277533
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0158497
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0167383
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02213
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0158
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02371
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02213
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The form 990 is prepared by the organization's bookkeeper. The return is sent to the Board Members for review and comment. After this process is satisfied, the return is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization provides its governing documents and financial statements to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMINISTRATIVE: Column (A) - Total = $5323; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Campus Affairs: Column (A) - Total = $16; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Leadership: Column (A) - Total = $3567; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MARKETING: Column (A) - Total = $5693; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Member Education and Programmi: Column (A) - Total = $14008; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The mission of the organization is to support its members in lifelong achievement. The organization is a sorority that operates on the campus of University of California Irvine.It achieves its mission by providing opportunities for its members to achieve their goals and promote life long bonds. This includes the renting of a facility where members may live and meet, providing leadership opportunities, and providing programs that encourage personal growth and provide incentive for members to join and remain members of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Members of the organization include initiated and uninitiated members of Alpha Phi who are full time students at UCI.It is a private membership organization whose members are selected following a series of meetings, socials and interviews by existing members of the Fraternity at UCI.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at UCI,and have a sincere desire to contribute to the work of the Fraternity.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Members elect the Executive Board annually at a membership meeting.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART III, LINE 1 - ORGANIZATION MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART VI, LINE 6 - EXPLANATION OF MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART VI, LINE 7A - HOW MEMBERS OR SHAREHOLDERS ELECT GOVERNI
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0267450
IRS990/TotalAssetsEOYAmt0277533
IRS990/TotalAssetsGrp/BOYAmt0267450
IRS990/TotalAssetsGrp/EOYAmt0277533
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0188589
IRS990/TotalGrossUBIAmt0885
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0267450
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0277533
IRS990/TotalProgramServiceRevenueAmt0197787
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0197787
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0198672
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0885
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0267450
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0277533
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01080 Arroyo Dr
IRS990/USAddress/CityNm0IRVINE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092617
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0http://www.ucialphaphi.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Francis Quinn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ETA KAPPA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0330272877
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/ReturnTs02019-08-21T15:34:10-07:00
ReturnHeader/ReturnTypeCd0990

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