Civic Intelligence

Alpha Phi Foundation Inc.

990 • Fiscal year 2016 • EIN 36-3895478

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 15, 2017

Organization ProfileWWW.ALPHAPHI.ORG/FOUNDATION
1930 Sherman AvenueEvanston, IL 60201

(847) 475-4532

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.04x

Higher debt load relative to assets than 23% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

37th percentile

0.15x

Higher debt load relative to revenue than 37% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

85th percentile

26%

Higher net margin than 85% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

51st percentile

2.1%

Faster asset growth than 51% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

27th percentile

-5.9%

Faster revenue growth than 27% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$14,219,295

Up $290,210 (+2.1%) from 2015

Net Assets

Up

$13,627,616

Up $589,060 (+4.5%) from 2015

Liabilities

Down

$591,679

Down $298,850 (-34%) from 2015

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin85th percentile

Revenue

Down

$4,053,135

Down $255,542 (-5.9%) from 2015

Expenses

Down

$2,979,410

Down $705,773 (-19%) from 2015

Net Income

Up

$1,073,725

Up $450,231 (+72%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$40M$30M$20M$10M$0Assets 2013: $11,577,185Liabilities 2013: $412,685Net Assets 2013: $11,164,5002013Assets 2014: $13,616,347Liabilities 2014: $624,101Net Assets 2014: $12,992,2462014Assets 2015: $13,929,085Liabilities 2015: $890,529Net Assets 2015: $13,038,5562015Assets 2016: $14,219,295Liabilities 2016: $591,679Net Assets 2016: $13,627,6162016Assets 2017: $17,746,497Liabilities 2017: $875,656Net Assets 2017: $16,870,8412017Assets 2018: $20,978,561Liabilities 2018: $1,215,556Net Assets 2018: $19,763,0052018Assets 2019: $22,942,160Liabilities 2019: $738,333Net Assets 2019: $22,203,8272019Assets 2020: $24,359,223Liabilities 2020: $1,431,076Net Assets 2020: $22,928,1472020Assets 2021: $30,132,695Liabilities 2021: $1,044,455Net Assets 2021: $29,088,2402021Assets 2022: $26,651,155Liabilities 2022: $1,639,909Net Assets 2022: $25,011,2462022Assets 2023: $25,092,722Liabilities 2023: $475,721Net Assets 2023: $24,617,0012023Assets 2024: $27,925,480Liabilities 2024: $1,045,020Net Assets 2024: $26,880,4602024Assets 2025: $28,536,677Liabilities 2025: $551,319Net Assets 2025: $27,985,3582025

Highlighted filing

2016

Assets$14,219,295
Liabilities$591,679
Net Assets$13,627,616
Open 2016 Filing

Operations Trend

Revenue Growth27th percentile

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

$10M$5.0M$0-$5.0MExpenses 2013: $2,371,4122013Revenue 2014: $3,966,915Expenses 2014: $3,207,961Net Income 2014: $758,9542014Revenue 2015: $4,308,677Expenses 2015: $3,685,183Net Income 2015: $623,4942015Revenue 2016: $4,053,135Expenses 2016: $2,979,410Net Income 2016: $1,073,7252016Revenue 2017: $5,678,113Expenses 2017: $3,306,625Net Income 2017: $2,371,4882017Revenue 2018: $5,509,873Expenses 2018: $3,192,065Net Income 2018: $2,317,8082018Revenue 2019: $3,757,678Expenses 2019: $2,938,318Net Income 2019: $819,3602019Revenue 2020: $3,583,274Expenses 2020: $3,830,409Net Income 2020: -$247,1352020Revenue 2021: $4,608,658Expenses 2021: $2,955,336Net Income 2021: $1,653,3222021Revenue 2022: $5,758,361Expenses 2022: $4,719,304Net Income 2022: $1,039,0572022Revenue 2023: $3,926,787Expenses 2023: $6,028,158Net Income 2023: -$2,101,3712023Revenue 2024: $5,253,709Expenses 2024: $4,534,214Net Income 2024: $719,4952024Revenue 2025: $6,393,590Expenses 2025: $4,302,654Net Income 2025: $2,090,9362025

Highlighted filing

2016

Revenue$4,053,135
Expenses$2,979,410
Net Income$1,073,725
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 15, 2017
Return Version
2015v3.0
Gross Receipts
$4,266,325
Mission and Program Overview

Mission

Advancing women's lives through the power of philanthropy.

SEE ATTACHED SCHEDULE O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,559,925$11,873,736▼ $686,189
Savings and Temporary Cash Investments$509,362$1,097,069▲ $587,707
Land, Buildings, and Equipment, Net$706,425$669,791▼ $36,634
Cash and Non-Interest-Bearing Accounts$-156,932$400,696▲ $557,628
Pledges and Grants Receivable$213,115$84,828▼ $128,287
Prepaid Expenses and Deferred Charges$399$18,009▲ $17,610
Inventories for Sale or Use$13,583$13,564▼ $19
Total Assets$13,929,085$14,219,295▲ $290,210
Other Assets Total$83,208$61,602▼ $21,606
Liabilities
Accounts Payable and Accrued Expenses$472,602$345,922▼ $126,680
Other Liabilities$417,927$245,757▼ $172,170
Total Liabilities$890,529$591,679▼ $298,850
Net Assets / Fund Balance
Unrestricted Net Assets$7,190,705$7,572,078▲ $381,373
Permanently Rstr Net Assets$5,696,438$5,814,754▲ $118,316
Temporarily Rstr Net Assets$151,413$240,784▲ $89,371
Total Net Assets Fund Balance$13,038,556$13,627,616▲ $589,060
Total Liabilities and Net Assets / Fund Balance$13,929,085$14,219,295▲ $290,210

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$583,765$608,795$1,192,560
Equipment$86,026$268,478$354,504

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$5,696,438$173,927▼ $55,611-$5,814,754
2014$4,089,540$1,664,765▼ $57,867-$5,696,438
2013$3,939,197$156,186▼ $5,843-$4,089,540
2012$4,108,701$129,114▼ $3,118-$3,939,197
2011$4,415,477$226,535▼ $3,311-$4,108,701
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Ann CarstensenExecutive Director - PastFT$64,948$64,948
Susan ZabriskieExecutive DirectorFT$36,423$36,423

Board Members and Trustees

NameTitle
Karen Mcchesney HoweChairman
Mary Beth TullyVice Chair
Gretchen Wilson AlarconDirector
Jean Creamer HodgesDirector
Kim Brown BrannonDirector
Diane Spry StrakerDirector - Past
Colleen SirhalSecretary
Nancy Salisbury TrilloTreasurer
Judy EthellTreasurer - Past
Revenue and Support

Revenue Composition

Contributions and Grants
$3,441,244
Program Service Revenue
$27,693
Investment Income
$630,070
Other Revenue
$-45,872
All Other Contributions
$3,441,244
Change in Net Assets
$1,073,725

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,053,155
Revenue Not Reported on Financial Statements
$-20
Revenue Not Reported on Form 990
$-484,665
Other Revenue Adjustments
$-20
Total Revenue per Audited Statements
$3,568,490
Total Revenue per Form 990
$4,053,135
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,360,832
Other Expenses$979,356
Total Fundraising Expense$757,756
Salaries, Compensation, and Employee Benefits$630,581
Professional Fundraising Fees$8,641

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,041,834--$1,041,834
Other Salaries and Wages$108,413$78,057$247,181$433,651
Grants to Domestic Individuals$318,998--$318,998
Information Technology$40,242$28,975$91,753$160,970
Conferences and Meetings$80,789$50,143-$130,932
Current Officers, Directors, Trustees, and Key Employees$24,714$17,794$56,348$98,856
Advertising$51,356$23,277$5,812$80,445
Fees for Services Accounting-$65,875-$65,875
Fees for Services Other$21,519$37,667-$59,186
Occupancy$14,259$10,265$32,510$57,034
Depreciation Depletion$14,263$7,740$32,517$54,520
Other Employee Benefits$12,334$9,881$28,122$50,337
Other Expenses$47,020$46,520$123,004$46,520
Payroll Taxes$10,311$7,424$23,510$41,245
Fees for Service Investment Mgmnt Fees-$39,291-$39,291
Travel$1,360$5,576$30,614$37,550
Fees for Services Legal$6,172$4,444$14,072$24,688
Office Expenses$5,706$4,109$13,009$22,824
All Other Expenses$3,412$-26,396$43,547$20,563
Fees for Services Professional Fundraising--$8,641$8,641
Pension Plan Contributions$1,623$1,169$3,700$6,492
Insurance$1,498$1,079$3,416$5,993
Interest-$31-$31
Total Functional Expenses$1,805,823$415,831$757,756$2,979,410

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,979,430
Expenses per Audited Statements$2,979,410
Total Expenses per Form 990$2,979,410
Expenses Not Reported on Form 990$20
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Phi FraternityEvanston, IL501(c)7Educational Leadership Grant, Manager Resources and Training$584,516
American Heart AssociationDallas, TX501(c)3Community Contribution Payout$103,636
Geisinger ClinicDanville, PA501(c)3Heart to Heart$100,000
Univ of Washington FdnSeattle, WA501(c)3Community Contribution Payout$69,568
Gamma Iota Chapter of Alpha Phi International Fraternity IncLubbock, TX501(c)7Educational Grant$35,000
CHILDREN'S HOSPITAL LOS ANGELESLos Angeles, CA501(c)3Community Contribution Payout$31,412
Alpha Phi House Corporation Board-university of MissouriColumbia, MO501(c)7Educational Grant$23,950
Tallahassee Memorial Health CareTallahassee, FL501(c)3Community Contribution Payout$17,101
Bryanlgh FoundationLincoln, NE501(c)3Community Contribution Payout$15,131
Greenville Health SystemGreenville, SC501(c)3Community Contribution Payout$13,042
Rhm FoundationHarrisonburg, VA501(c)3Community Contribution Payout$10,657
Milan Puskar Health Right IncMorgantown, WV501(c)3Community Contribution Payout$8,040
Uw FoundationMadison, WI501(c)3Community Contribution Payout$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$8,641
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Grants Payable$210,003
Related Party Payable$35,754
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 11

“A copy of the 990 was given to the governing body for approval prior to being filed.”

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

“Staff,board directors, and committee members sign a form annually attesting that they have and will comply with the conflict of interest policy reviewed at the meeting.”

Form 990, Part VI, Section B, Line 15

“The board of directors approves the salary of the executive director and key employees. The salaries and benefits are compared to other salaries in the industry and geographic location and are considered reasonable.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements of the organization are available to the public upon request. Tax returns and some of the foundation's key policies are also available on the foundatinon's website.”

Filing and Contact Details

Filer

Filer Name
Alpha Phi Foundation Inc
EIN
36-3895478
Phone
8474754532
Address
1930 SHERMAN AVENUE, EVANSTON, IL 60201

Signing Officer

Name
Nancy Trillo
Title
Treasurer
Phone
7202248419
Signed
2017-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Trillo
Formed
1956
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
9
Employees
13
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
311 S WACKER DRIVE STE 4000, CHICAGO, IL 60606
Preparer
Rose Doherty
Phone
3123680500
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The endowment funds consist of four funds established for certain purposes. These purposes include scholarships, leadership promotion, direct assitance to alpha phi members and the preservation of the history of the alpha phi fraternity. The endowment funds shall be invested in a reasonably prudent manner.”

PART X, LINE 2:

“The foundation files form 990, return of organization exempt from income tax and form 990-t, exempt organization business income tax return. The foundation's returns are subject to examination by the internal revenue service until the applicable statute of limitations expires.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“COST OF GOODS SOLD -20.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“COST OF GOODS SOLD 20.”

Raw XML AppendixShowing 400 of 722 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0472602
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0345922
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE ATTACHED SCHEDULE O.
IRS990/AdvertisingGrp/FundraisingAmt05812
IRS990/AdvertisingGrp/ManagementAndGeneralAmt023277
IRS990/AdvertisingGrp/ProgramServicesAmt051356
IRS990/AdvertisingGrp/TotalAmt080445
IRS990/AllOtherContributionsAmt03441244
IRS990/AllOtherExpensesGrp/FundraisingAmt043547
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0-26396
IRS990/AllOtherExpensesGrp/ProgramServicesAmt03412
IRS990/AllOtherExpensesGrp/TotalAmt020563
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MICHELLE HEKTOR
IRS990/BooksInCareOfDetail/PhoneNum07202248419
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01930 SHERMAN AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0EVANSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060201
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0-156932
IRS990/CashNonInterestBearingGrp/EOYAmt0400696
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt056348
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt017794
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt024714
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt098856
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt050143
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt080789
IRS990/ConferencesMeetingsGrp/TotalAmt0130932
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt020
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03441244
IRS990/CYGrantsAndSimilarPaidAmt01360832
IRS990/CYInvestmentIncomeAmt0630070
IRS990/CYOtherExpensesAmt0979356
IRS990/CYOtherRevenueAmt0-45872
IRS990/CYProgramServiceRevenueAmt027693
IRS990/CYRevenuesLessExpensesAmt01073725
IRS990/CYSalariesCompEmpBnftPaidAmt0630581
IRS990/CYTotalExpensesAmt02979410
IRS990/CYTotalFundraisingExpenseAmt0757756
IRS990/CYTotalProfFndrsngExpnsAmt08641
IRS990/CYTotalRevenueAmt04053135
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt032517
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt07740
IRS990/DepreciationDepletionGrp/ProgramServicesAmt014263
IRS990/DepreciationDepletionGrp/TotalAmt054520
IRS990/Desc0EDUCATIONAL, SUPPORT PROGRAMS AND LEADERSHIP TRAINING CONFERENCES SUPPORTED BY THE FOUNDATION, A PORTION OF WHICH IS PAID TO ALPHA PHI INTL. FRATERNITY IN GRANTS, WHICH BENEFITS THE APPROXIMATE 180,000 MEMBERS OF THE FRATERNITY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt013
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01151178
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt065875
IRS990/FeesForServicesAccountingGrp/TotalAmt065875
IRS990/FeesForServicesLegalGrp/FundraisingAmt014072
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt04444
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt06172
IRS990/FeesForServicesLegalGrp/TotalAmt024688
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt037667
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt021519
IRS990/FeesForServicesOtherGrp/TotalAmt059186
IRS990/FeesForServicesProfFundraising/FundraisingAmt08641
IRS990/FeesForServicesProfFundraising/TotalAmt08641
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt039291
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt039291
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt37.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt415.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt57.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt610.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt78.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0GRETCHEN WILSON ALARCON
IRS990/Form990PartVIISectionAGrp/PersonNm1KIM BROWN BRANNON
IRS990/Form990PartVIISectionAGrp/PersonNm2JEAN CREAMER HODGES
IRS990/Form990PartVIISectionAGrp/PersonNm3DIANE SPRY STRAKER
IRS990/Form990PartVIISectionAGrp/PersonNm4JUDY ETHELL
IRS990/Form990PartVIISectionAGrp/PersonNm5KAREN MCCHESNEY HOWE
IRS990/Form990PartVIISectionAGrp/PersonNm6MARY BETH TULLY
IRS990/Form990PartVIISectionAGrp/PersonNm7NANCY SALISBURY TRILLO
IRS990/Form990PartVIISectionAGrp/PersonNm8COLLEEN SIRHAL
IRS990/Form990PartVIISectionAGrp/PersonNm9ANN CARSTENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm10SUSAN ZABRISKIE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt964948
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1036423
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIRECTOR - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0421099
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0758903
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0318998
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0318998
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01041834
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01041834
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0634269
IRS990/GrossReceiptsAmt04266325
IRS990/GrossSalesOfInventoryAmt02625
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt091753
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt028975
IRS990/InformationTechnologyGrp/ProgramServicesAmt040242
IRS990/InformationTechnologyGrp/TotalAmt0160970
IRS990/InsuranceGrp/FundraisingAmt03416
IRS990/InsuranceGrp/ManagementAndGeneralAmt01079
IRS990/InsuranceGrp/ProgramServicesAmt01498
IRS990/InsuranceGrp/TotalAmt05993
IRS990/InterestGrp/ManagementAndGeneralAmt031
IRS990/InterestGrp/TotalAmt031
IRS990/InventoriesForSaleOrUseGrp/BOYAmt013583
IRS990/InventoriesForSaleOrUseGrp/EOYAmt013564
IRS990/InvestmentIncomeGrp/ExclusionAmt0208971
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0208971
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt012559925
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011873736
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0877273
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0706425
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0669791
IRS990/LandBldgEquipCostOrOtherBssAmt01547064
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0213170
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ADVANCING WOMEN'S LIVES THROUGH THE POWER OF PHILANTHROPY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013038556
IRS990/NetAssetsOrFundBalancesEOYAmt013627616
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0421099
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0421099
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt02605
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt02605
IRS990/NetUnrelatedBusTxblIncmAmt0-2654
IRS990/NetUnrlzdGainsLossesInvstAmt0-484665
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt032510
IRS990/OccupancyGrp/ManagementAndGeneralAmt010265
IRS990/OccupancyGrp/ProgramServicesAmt014259
IRS990/OccupancyGrp/TotalAmt057034
IRS990/OfficeExpensesGrp/FundraisingAmt013009
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04109
IRS990/OfficeExpensesGrp/ProgramServicesAmt05706
IRS990/OfficeExpensesGrp/TotalAmt022824
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt083208
IRS990/OtherAssetsTotalGrp/EOYAmt061602
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt028122
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09881
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt012334
IRS990/OtherEmployeeBenefitsGrp/TotalAmt050337
IRS990/OtherExpensesGrp/Desc0UBIT PAYMENTS
IRS990/OtherExpensesGrp/Desc1ANNUAL FUND MATERIALS
IRS990/OtherExpensesGrp/Desc2HERITAGE PROGRAM
IRS990/OtherExpensesGrp/Desc3CREDIT CARD FEES
IRS990/OtherExpensesGrp/FundraisingAmt0123004
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02910
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt146520
IRS990/OtherExpensesGrp/ProgramServicesAmt047020
IRS990/OtherExpensesGrp/TotalAmt02910
IRS990/OtherExpensesGrp/TotalAmt1123004
IRS990/OtherExpensesGrp/TotalAmt247020
IRS990/OtherExpensesGrp/TotalAmt346520
IRS990/OtherLiabilitiesGrp/BOYAmt0417927
IRS990/OtherLiabilitiesGrp/EOYAmt0245757
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc1LOSS ON WRITE-OFF OF U
IRS990/OtherRevenueMiscGrp/ExclusionAmt07134
IRS990/OtherRevenueMiscGrp/ExclusionAmt1-55611
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07134
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-55611
IRS990/OtherRevenueTotalAmt0-48477
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0247181
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt078057
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0108413
IRS990/OtherSalariesAndWagesGrp/TotalAmt0433651
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt023510
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07424
IRS990/PayrollTaxesGrp/ProgramServicesAmt010311
IRS990/PayrollTaxesGrp/TotalAmt041245
IRS990/PensionPlanContributionsGrp/FundraisingAmt03700
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01169
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01623
IRS990/PensionPlanContributionsGrp/TotalAmt06492
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05696438
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05814754
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0213115
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt084828
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0399
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018009
IRS990/PrincipalOfficerNm0NANCY TRILLO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531120
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/ExclusionAmt027693
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt027693
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS --EDUCATIONAL SCHOLARSHIPS ARE AWARDED TO STUDENTS BASED ON ACADEMIC ACHIEVEMENT, ORGANIZATIONAL AND COMMUNITY ACTIVITY AND REFERENCE & PERSONAL ESSAYS. APPROXIMATELY 70 STUDENTS WERE AWARDED SCHOLARSHIPS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0209748
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0209748
IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNITY CONTRIBUTIONS --MADE TO QUALIFYING 501(C)3 ORGANIZATIONS ON BEHALF OF ALPHA PHI FRATERNITY'S LOCAL CHAPTERS. ALL CHAPTERS ARE ELIGIBLE TO APPLY FOR GRANTS ON BEHALF OF THE BENEFITING ORGANIZATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0292181
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0292181
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0250385
IRS990/ProgSrvcAccomActyOtherGrp/Desc0AWARDS --HEART TO HEART AWARDS ARE GRANTED TO HOSPITALS, EDUCATIONAL INSTITUTIONS AND RESEARCH ORGANIZATIONS PERFORMING WORK IN THE AREA OF CARDIAC CARE AND RESEARCH. ONE AWARD WAS GRANTED. FORGET-ME-NOT-HARDSHIP GRANTS PAID TO MEMBERS OF ALPHA PHI FRATERNITY AND ALUMNAE WHO ARE FACING SEVERE FINANCIAL DISTRESS, SERIOUS HEALTH ISSUES, CONSEQUENCES OF NATURAL DISASTERS AND URGENT FAMILY CRISIS AND TO COLLEGIANS WHO FACE AN INTERRUPTION OF EDUCATION DUE TO UNFORSEEN PERSONAL OR FINANCIAL STRUGGLES. NINETY ONE GRANTS AWARDED.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0152716
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0100000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03529250
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01828427
IRS990/PYInvestmentIncomeAmt0788727
IRS990/PYOtherExpensesAmt01124012
IRS990/PYOtherRevenueAmt0-35400
IRS990/PYProgramServiceRevenueAmt026100
IRS990/PYRevenuesLessExpensesAmt0623494
IRS990/PYSalariesCompEmpBnftPaidAmt0713130
IRS990/PYTotalExpensesAmt03685183
IRS990/PYTotalProfFndrsngExpnsAmt019614
IRS990/PYTotalRevenueAmt04308677
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01073725
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0509362
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01097069
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03441244
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03529250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03168810
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02636877
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02757542
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015533723
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0594197
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0779755
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0337759
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0217556
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0206538
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02135805
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt07134
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt010187
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt024566
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt014113
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt04817
IRS990ScheduleA/OtherIncome170Grp/TotalAmt060817
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87420
IRS990ScheduleA/PublicSupportPY170Pct00.83130
IRS990ScheduleA/PublicSupportTotal170Amt015533723
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03441244
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03529250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03168810
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02636877
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02757542
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015533723
IRS990ScheduleA/TotalSupportAmt017769713
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt02605
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt012280
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt015349
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt06261
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt02873
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt039368
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.02700
IRS990ScheduleD/BuildingsGrp/BookValueAmt0583765
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0608795
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01192560
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05696438
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0173927
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05814754
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-55611
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04089540
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01664765
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05696438

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,219,295
Liabilities
$591,679
Net assets
$13,627,616
Revenue
$4,053,135
Expenses
$2,979,410
Net income
$1,073,725
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$28.5$0.55$28.0$6.39$4.30$2.09
2024Detailed filing. Detailed filing data is available for this year.$27.9$1.05$26.9$5.25$4.53$0.72
2023Detailed filing. Detailed filing data is available for this year.$25.1$0.48$24.6$3.93$6.03$2.10
2022Detailed filing. Detailed filing data is available for this year.$26.7$1.64$25.0$5.76$4.72$1.04
2021Detailed filing. Detailed filing data is available for this year.$30.1$1.04$29.1$4.61$2.96$1.65
2020Detailed filing. Detailed filing data is available for this year.$24.4$1.43$22.9$3.58$3.83$0.25
2019Detailed filing. Detailed filing data is available for this year.$22.9$0.74$22.2$3.76$2.94$0.82
2018Detailed filing. Detailed filing data is available for this year.$21.0$1.22$19.8$5.51$3.19$2.32
2017Detailed filing. Detailed filing data is available for this year.$17.7$0.88$16.9$5.68$3.31$2.37
2016Detailed filing. Detailed filing data is available for this year.$14.2$0.59$13.6$4.05$2.98$1.07
2015Detailed filing. Detailed filing data is available for this year.$13.9$0.89$13.0$4.31$3.69$0.62
2014Detailed filing. Detailed filing data is available for this year.$13.6$0.62$13.0$3.97$3.21$0.76
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$0.41$11.2$2.37