Civic Intelligence

Alpha Phi International Fraternity-

990 • Fiscal year 2019 • EIN 33-0348199

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 11, 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

51st percentile

2.6%

Higher net margin than 51% 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

$150,024

No earlier filing loaded for comparison.

Net Assets

$150,024

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$290,865

No earlier filing loaded for comparison.

Expenses

$283,294

No earlier filing loaded for comparison.

Net Income

$7,571

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.

$300K$200K$100K$0Assets 2019: $150,024Liabilities 2019: $0Net Assets 2019: $150,0242019Assets 2020: $167,955Liabilities 2020: $0Net Assets 2020: $167,9552020Assets 2021: $215,331Liabilities 2021: $0Net Assets 2021: $215,3312021Assets 2022: $254,862Liabilities 2022: $0Net Assets 2022: $254,8622022Assets 2023: $260,618Liabilities 2023: $0Net Assets 2023: $260,6182023Assets 2024: $256,040Liabilities 2024: $0Net Assets 2024: $256,0402024Assets 2025: $264,620Liabilities 2025: $0Net Assets 2025: $264,6202025

Highlighted filing

2019

Assets$150,024
Liabilities$0
Net Assets$150,024

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2019: $290,865Expenses 2019: $283,294Net Income 2019: $7,5712019Revenue 2020: $254,945Expenses 2020: $237,014Net Income 2020: $17,9312020Revenue 2021: $140,584Expenses 2021: $93,208Net Income 2021: $47,3762021Revenue 2022: $277,836Expenses 2022: $238,305Net Income 2022: $39,5312022Revenue 2023: $247,589Expenses 2023: $241,833Net Income 2023: $5,7562023Revenue 2024: $224,719Expenses 2024: $229,297Net Income 2024: -$4,5782024Revenue 2025: $258,845Expenses 2025: $250,265Net Income 2025: $8,5802025

Highlighted filing

2019

Revenue$290,865
Expenses$283,294
Net Income$7,571
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$290,865
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$142,453$150,024▲ $7,571
Savings and Temporary Cash Investments$133,560$138,574▲ $5,014
Cash and Non-Interest-Bearing Accounts$8,893$11,450▲ $2,557
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$142,453$150,024▲ $7,571
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$142,453$150,024▲ $7,571
Total Liabilities and Net Assets / Fund Balance$142,453$150,024▲ $7,571
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kristjanson AliciaPresident
Graham SaraDirector Academ
Meena ShannonDirector Alumna
Lepetsos EmilyExecutive Director
Cameron KimberlyPanhellenic Del
Rinsema RachelVP Comm Relatio
McCall MaryVP Mem Recruit
Ardebili NikiVP Member Educ
Cicisly LaurenVP of Finance
Turner LilyVP of Marketing
Lopez MichaelaVP Risk Mangemt
Revenue and Support

Revenue Composition

Contributions and Grants
$3,250
Program Service Revenue
$286,838
Investment Income
$777
Other Revenue
$0
All Other Contributions
$3,250
Change in Net Assets
$7,571
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$274,795
Grants and Similar Amounts Paid$8,499
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$38,406
Other Expenses---$25,249
Office Expenses---$9,461
Grants to Domestic Orgs---$8,499
Conferences and Meetings---$8,037
Occupancy---$2,578
Insurance---$2,478
Fees for Services Accounting---$10
Total Functional Expenses$0$0$0$283,294
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Make a Wish FoundationPhoenix, AZ501c3Program Contribution$8,449
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 CU.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 CU.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at CU,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
33-0348199
Phone
9166877700
Address
PO BOX 270, WILTON, CA 95693

Signing Officer

Name
Cicisly Lauren
Title
VP of Finance
Signed
2019-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristjanson Alicia
Formed
1989
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 = $3857; 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 = $2842; 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 = $16700; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

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

Recruitment: Column (A) - Total = $15007; 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 Chapman University (CU).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/Form990PartVIISectionAGrp/TitleTxt3VP OF FINANCE
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IRS990/Form990PartVIISectionAGrp/TitleTxt6VP COMM RELATIO
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt8PANHELLENIC DEL
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IRS990/ProgSrvcAccomActy2Grp/Desc0Members organized a social event "Fall date dash", which is attended by members and their dates. The Event may include dinner and entertainment and is held at a local venue. The activity encourages social interaction between members and encourages continued membership in the organization.
IRS990/ProgSrvcAccomActy3Grp/Desc0All members participate in formal recruitment training and formal recruitment that takes place over a number of days. As a result of their efforts 73 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0475
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0223056
IRS990/PYProgramServiceRevenueAmt0217715
IRS990/PYRevenuesLessExpensesAmt0-4866
IRS990/PYTotalExpensesAmt0223056
IRS990/PYTotalRevenueAmt0218190
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt07571
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0142453
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0150024
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0133560
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0138574
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt08449
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAM CONTRIBUTION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Make a Wish Foundation
IRS990ScheduleI/RecipientTable/RecipientEIN0860481941
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01702 E Highland Ave Suite 4
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Phoenix
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd085016
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Use of grant funds is not monitored
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Additional Supplemental Information
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
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 = $3857; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Leadership: Column (A) - Total = $2842; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MARKETING: Column (A) - Total = $16700; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Recruitment: Column (A) - Total = $15007; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The mission of the organization is to support its members in lifelong achievement. The organization is a sorority that operates on the campus of Chapman University (CU).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/ExplanationTxt7Members of the organization include initiated and uninitiated members of Alpha Phi who are full time students at CU.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 CU.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at CU,and have a sincere desire to contribute to the work of the Fraternity.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Members 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 III, LINE 1 - ORGANIZATION MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, LINE 6 - EXPLANATION OF MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 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/TotalAssetsBOYAmt0142453
IRS990/TotalAssetsEOYAmt0150024
IRS990/TotalAssetsGrp/BOYAmt0142453
IRS990/TotalAssetsGrp/EOYAmt0150024
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03250
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0283294
IRS990/TotalGrossUBIAmt0777
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0142453
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0150024
IRS990/TotalProgramServiceRevenueAmt0286838
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0286838
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0290865
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0777
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0142453
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0150024
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 University Dr
IRS990/USAddress/CityNm0ORANGE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092867
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0www.chapmanalphaphi.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cicisly Lauren
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ETA UPSILON CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0330348199
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

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