Civic Intelligence

Beta Chapter House Association

EIN 36-2024080 • 501(c)2 • Denver, CO

Profile

Provide for our members a safe, quality living environment that promotes academic excellence and individual and chapter success. We are committed to fiscal responsibility, operating with integrity, honoring tradition and demonstrating mutual respect in order to be the premier facility on each campus.

1985 S Josephine StDenver, CO 80210

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.16x

Higher debt load relative to assets than 57% of similar nonprofits.

501(c)2 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

52nd percentile

0.52x

Higher debt load relative to revenue than 52% of similar nonprofits.

501(c)2 • $1M-$5M nonprofits • Source year 2025

Net Margin

55th percentile

18%

Higher net margin than 55% of similar nonprofits.

501(c)2 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

84th percentile

7.0%

Faster asset growth than 84% of similar nonprofits.

501(c)2 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

71st percentile

14%

Faster revenue growth than 71% of similar nonprofits.

501(c)2 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Assets

Up

$2,446,873

Up $140,909 (+6.1%) from 2024

Liabilities

Up

$387,744

Up $7,396 (+1.9%) from 2024

Net Assets

Up

$2,059,129

Up $133,513 (+6.9%) from 2024

Revenue

Up

$739,044

Up $35,001 (+5.0%) from 2024

Expenses

Up

$605,531

Up $60,206 (+11%) from 2024

Net Income

Down

$133,513

Down $25,205 (-16%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2016: $1,799,509Liabilities 2016: $395,872Net Assets 2016: $1,403,6372016Assets 2017: $1,937,997Liabilities 2017: $285,012Net Assets 2017: $1,652,9852017Assets 2018: $2,051,017Liabilities 2018: $138,305Net Assets 2018: $1,912,7122018Assets 2019: $2,279,799Liabilities 2019: $276,059Net Assets 2019: $2,003,7402019Assets 2020: $2,155,175Liabilities 2020: $173,548Net Assets 2020: $1,981,6272020Assets 2021: $1,862,167Liabilities 2021: $172,506Net Assets 2021: $1,689,6612021Assets 2022: $2,236,665Liabilities 2022: $561,730Net Assets 2022: $1,674,9352022Assets 2023: $2,135,805Liabilities 2023: $368,907Net Assets 2023: $1,766,8982023Assets 2024: $2,305,964Liabilities 2024: $380,348Net Assets 2024: $1,925,6162024Assets 2025: $2,446,873Liabilities 2025: $387,744Net Assets 2025: $2,059,1292025

Highlighted filing

2025

Assets$2,446,873
Liabilities$387,744
Net Assets$2,059,129

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2016: $979,298Expenses 2016: $568,130Net Income 2016: $411,1682016Revenue 2017: $696,467Expenses 2017: $447,119Net Income 2017: $249,3482017Revenue 2018: $770,529Expenses 2018: $510,802Net Income 2018: $259,7272018Revenue 2019: $724,988Expenses 2019: $633,960Net Income 2019: $91,0282019Revenue 2020: $495,279Expenses 2020: $517,392Net Income 2020: -$22,1132020Revenue 2021: $68,652Expenses 2021: $360,619Net Income 2021: -$291,9672021Revenue 2022: $788,541Expenses 2022: $812,900Net Income 2022: -$24,3592022Revenue 2023: $566,813Expenses 2023: $474,850Net Income 2023: $91,9632023Revenue 2024: $704,043Expenses 2024: $545,325Net Income 2024: $158,7182024Revenue 2025: $739,044Expenses 2025: $605,531Net Income 2025: $133,5132025

Highlighted filing

2025

Revenue$739,044
Expenses$605,531
Net Income$133,513

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$739,044
Mission and Program Overview

Mission

Provide for our members a safe, quality living environment that promotes academic excellence and individual and chapter success. We are committed to fiscal responsibility, operating with integrity, honoring tradition and demonstrating mutual respect in order to be the premier facility on each campus.

Alpha Phi is a sisterhood of women supporting each other in lifelong achievement.The Organization provides housing for approximately 35 members of a fraternity while they attend Northwestern University. The Organization also provides meals and a meeting place for all members of which there are approximately 80. The experience of living together, sharing meals and having a central meeting location promotes bonds between members and encourages social interaction.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,524,256$1,424,031▼ $100,225
Savings and Temporary Cash Investments$757,923$968,588▲ $210,665
Cash and Non-Interest-Bearing Accounts$17,609$23,521▲ $5,912
Accounts Receivable$837$0▼ $837
Prepaid Expenses and Deferred Charges-$312-
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-
Total Assets$2,305,964$2,446,873▲ $140,909
Other Assets Total$5,339$30,421▲ $25,082
Liabilities
Unsecured Notes Loans Payable$300,800$300,800→ $0
Other Liabilities$73,287$75,766▲ $2,479
Accounts Payable and Accrued Expenses$6,261$11,178▲ $4,917
Total Liabilities$380,348$387,744▲ $7,396
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,925,616$2,059,129▲ $133,513
Total Net Assets Fund Balance$1,925,616$2,059,129▲ $133,513
Total Liabilities and Net Assets / Fund Balance$2,305,964$2,446,873▲ $140,909

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,227,179$1,270,990$2,498,169
Other Land Buildings$196,852$328,038$524,890
Compensation and Service Providers

Board Members and Trustees

NameTitle
Hannah MortensenPresident
Aekam KaurBoard Member
Anna JaskoviakBoard Member
Elly HallBoard Member
Amber HarrisSecretary
Monica GailesTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
College FreshFood Service/Catering701 Devonshire Dr Ste C23, Champaign, IL 61820$227,678
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$738,961
Investment Income
$83
Other Revenue
$0
Change in Net Assets
$133,513
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$576,368
Salaries, Compensation, and Employee Benefits$29,163
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion---$119,237
Occupancy---$99,292
Other Salaries and Wages---$27,090
Fees for Services Management---$23,831
Interest---$16,550
Insurance---$12,428
Fees for Services Accounting---$8,355
All Other Expenses---$3,571
Other Expenses---$2,895
Office Expenses---$2,652
Travel---$2,175
Payroll Taxes---$2,073
Advertising---$279
Total Functional Expenses$0$0$0$605,531
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Room Reservation Fee (Prepaid Rent)$65,940
Due to NW$9,826
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

All members of said Corporation shall be persons admitted to membership in the chapter (whether by formal initiation or formal affiliation as provided under the policies and procedures of The Fraternity) and such other members of the Fraternity who are so admitted, by a majority vote of the Board of Directors of the Corporation.Additionally, members of this Corporation shall be limited to those persons who shall meet all the following qualifications:a. She shall be a member in good standing with the Fraternity;b. She shall have attained the age of majority under the laws in the State of Illinois.c. She shall have paid her house/chapter bond in full to her collegiate chapter and shall not be in default in any other payments to the Corporation or the Fraternity; andd. She shall have personally notified the Secretary of the Corporation, in writing, of her desire to become a member and furnished the Secretary a personal mailing address.

Form 990, Part VI, Section B, Line 11B

Form 990 is prepared by a certified public accountant. The return is sent to the Board Members for review. After this process is satisfied, the return is filed.

Form 990, Part VI, Section B, Line 12C

At the Corporation's annual meeting, Board Members review the conflict-of-interest policy and include in the minutes their review and any potential conflicts.

Form 990, Part VI, Section C, Line 19

The organization provides its governing documents and financial statements to the public upon request.

Filing and Contact Details

Filer

Filer Name
Beta Chapter House Association
EIN
36-2024080
Phone
8474750663
Address
1985 S Josephine St, Denver, CO 80210

Signing Officer

Name
Monica Gailes
Title
Treasurer
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hannah Mortensen
Formed
1921
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
3
Employees
1
Volunteers
6

Preparer

Firm
Adrienne P Gunderson CPA
Address
2751 S LOOP 336 W, Conroe, TX 77304
Preparer
Adrienne P Gunderson
Phone
8327646169
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0All members of said Corporation shall be persons admitted to membership in the chapter (whether by formal initiation or formal affiliation as provided under the policies and procedures of The Fraternity) and such other members of the Fraternity who are so admitted, by a majority vote of the Board of Directors of the Corporation.Additionally, members of this Corporation shall be limited to those persons who shall meet all the following qualifications:a. She shall be a member in good standing with the Fraternity;b. She shall have attained the age of majority under the laws in the State of Illinois.c. She shall have paid her house/chapter bond in full to her collegiate chapter and shall not be in default in any other payments to the Corporation or the Fraternity; andd. She shall have personally notified the Secretary of the Corporation, in writing, of her desire to become a member and furnished the Secretary a personal mailing address.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is prepared by a certified public accountant. The return is sent to the Board Members for review. After this process is satisfied, the return is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2At the Corporation's annual meeting, Board Members review the conflict-of-interest policy and include in the minutes their review and any potential conflicts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization provides its governing documents and financial statements to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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IRS990/USAddress/AddressLine1Txt01985 S Josephine St
IRS990/USAddress/CityNm0Denver
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080210
IRS990/VotingMembersGoverningBodyCnt06
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Monica Gailes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Beta Chapter House Association
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0of Alpha Phi
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0362024080
ReturnHeader/Filer/PhoneNum08474750663
ReturnHeader/Filer/USAddress/AddressLine1Txt01985 S Josephine St
ReturnHeader/Filer/USAddress/CityNm0Denver
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080210
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0853672698
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ADRIENNE P GUNDERSON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02751 S LOOP 336 W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Conroe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077304
ReturnHeader/PreparerPersonGrp/PhoneNum08327646169
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adrienne P Gunderson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-10T18:32:47-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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