Civic Intelligence

Alpha Phi International Fraternity-

990 • Fiscal year 2020 • EIN 33-0348199

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 15, 2020

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

52nd percentile

0.00x

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

52nd percentile

0.00x

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Net Margin

59th percentile

7.0%

Higher net margin than 59% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

53rd percentile

-12%

Faster revenue growth than 53% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$167,955

Up $17,931 (+12%) from 2019

Net Assets

Up

$167,955

Up $17,931 (+12%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$254,945

Down $35,920 (-12%) from 2019

Expenses

Down

$237,014

Down $46,280 (-16%) from 2019

Net Income

Up

$17,931

Up $10,360 (+137%) from 2019

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

2020

Assets$167,955
Liabilities$0
Net Assets$167,955

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

2020

Revenue$254,945
Expenses$237,014
Net Income$17,931
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 15, 2020
Return Version
2019v5.0
Gross Receipts
$254,945
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$150,024$167,955▲ $17,931
Savings and Temporary Cash Investments$138,574$139,350▲ $776
Cash and Non-Interest-Bearing Accounts$11,450$28,605▲ $17,155
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$150,024$167,955▲ $17,931
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$150,024$167,955▲ $17,931
Total Liabilities and Net Assets / Fund Balance$150,024$167,955▲ $17,931
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rinsema RachelPresident
Mochizuki LaurenDirector Academ
Widtfeldt ClaireDirector Alumna
Wilson AlexandraExecutive Director
Eberle Grace ErbelePanhellenic Del
Kearton MichaelaVP Comm Relatio
Fardad JordynVP Mem Recruit
Mahaney AlexandraVP Member Educ
Henderson GraceVP of Finance
Wittmer HarleyVP of Marketing
Cameron KimberlyVP Risk Mangemt
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$254,169
Investment Income
$776
Other Revenue
$0
Change in Net Assets
$17,931
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$223,569
Grants and Similar Amounts Paid$13,445
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$40,692
Other Expenses---$29,451
Grants to Domestic Orgs---$13,445
Office Expenses---$10,279
Conferences and Meetings---$7,022
Insurance---$2,714
Occupancy---$955
Fees for Services Accounting---$460
Total Functional Expenses$0$0$0$237,014
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Make a Wish FoundationPhoenix, AZ501c3Program Contribution$13,320
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
Backup withholding compliance
Yes
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 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
9717 Elk Grove Florin Rd Unit B, ELK GROVE, CA 95624

Signing Officer

Name
Henderson Grace
Title
VP of Finance
Signed
2020-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rinsema Rachel
Formed
1989
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

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

Additional Explanations

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

ADMINISTRATIVE: Column (A) - Total = $3460; 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 = $3432; 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 = $15241; 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 = $18559; 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/TitleTxt7Executive Dir.
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt313428
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 70 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03250
IRS990/PYGrantsAndSimilarPaidAmt08499
IRS990/PYInvestmentIncomeAmt0777
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0274795
IRS990/PYProgramServiceRevenueAmt0286838
IRS990/PYRevenuesLessExpensesAmt07571
IRS990/PYTotalExpensesAmt0283294
IRS990/PYTotalRevenueAmt0290865
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt017931
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0150024
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0167955
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0138574
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0139350
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt013320
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 = $3460; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LEADERSHIP: Column (A) - Total = $3432; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MARKETING: Column (A) - Total = $15241; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RECRUITMENT: Column (A) - Total = $18559; 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/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0150024
IRS990/TotalAssetsEOYAmt0167955
IRS990/TotalAssetsGrp/BOYAmt0150024
IRS990/TotalAssetsGrp/EOYAmt0167955
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0237014
IRS990/TotalGrossUBIAmt0776
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0150024
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0167955
IRS990/TotalProgramServiceRevenueAmt0254169
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0254169
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0254945
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0776
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0150024
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0167955
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/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Henderson Grace
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-15
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/AddressLine1Txt09717 Elk Grove Florin Rd Unit B
ReturnHeader/Filer/USAddress/CityNm0ELK GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095624
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262848481
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SORORITY SOLUTIONS INC
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/PreparerPersonNm0JULIE SPORTELLI
ReturnHeader/ReturnTs02020-11-20T07:28:26-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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