Civic Intelligence

Alpha Phi Foundation Inc.

990 • Fiscal year 2018 • EIN 36-3895478

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

Organization ProfileWWW.ALPHAPHIFOUNDATION.ORG
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

29th percentile

0.06x

Higher debt load relative to assets than 29% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

49th percentile

0.22x

Higher debt load relative to revenue than 49% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

88th percentile

42%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

14th percentile

$42,146

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

84th percentile

18%

Faster asset growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

29th percentile

-3.0%

Faster revenue growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$20,978,561

Up $3,232,064 (+18%) from 2017

Net Assets

Up

$19,763,005

Up $2,892,164 (+17%) from 2017

Liabilities

Up

$1,215,556

Up $339,900 (+39%) from 2017

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin88th percentile

Revenue

Down

$5,509,873

Down $168,240 (-3.0%) from 2017

Expenses

Down

$3,192,065

Down $114,560 (-3.5%) from 2017

Net Income

Down

$2,317,808

Down $53,680 (-2.3%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2018

Assets$20,978,561
Liabilities$1,215,556
Net Assets$19,763,005
Open 2018 Filing

Operations Trend

Revenue Growth29th 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

2018

Revenue$5,509,873
Expenses$3,192,065
Net Income$2,317,808
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.3
Gross Receipts
$7,324,539
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$13,982,390$17,029,473▲ $3,047,083
Pledges and Grants Receivable$1,372,171$1,400,361▲ $28,190
Savings and Temporary Cash Investments$873,152$948,789▲ $75,637
Cash and Non-Interest-Bearing Accounts$829,231$611,626▼ $217,605
Land, Buildings, and Equipment, Net$619,127$564,049▼ $55,078
Prepaid Expenses and Deferred Charges$13,088$9,033▼ $4,055
Total Assets$17,746,497$20,978,561▲ $3,232,064
Other Assets Total$57,338$415,230▲ $357,892
Liabilities
Other Liabilities$554,490$782,389▲ $227,899
Accounts Payable and Accrued Expenses$321,166$433,167▲ $112,001
Total Liabilities$875,656$1,215,556▲ $339,900
Net Assets / Fund Balance
Unrestricted Net Assets$10,465,244$11,911,557▲ $1,446,313
Permanently Rstr Net Assets$6,198,522$7,694,209▲ $1,495,687
Temporarily Rstr Net Assets$207,075$157,239▼ $49,836
Total Net Assets Fund Balance$16,870,841$19,763,005▲ $2,892,164
Total Liabilities and Net Assets / Fund Balance$17,746,497$20,978,561▲ $3,232,064

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$516,637$675,923$1,192,560
Equipment$47,412$311,506$358,918

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$6,198,522$1,495,689--$7,694,211
2016$5,814,754$383,768--$6,198,522
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
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy PeeblesExecutive DirectorFT-$42,146$42,146
Susan ZabriskieInterim Executive Director-pastFT$41,453-$41,453

Board Members and Trustees

NameTitle
Mary Beth TullyChairman
Colleen SirhalVice Chair
Gretchen Wilson AlarconDirector
Jenny HansenDirector
Rebecca Andrew ZanattaDirector-new
Susan McneiceDirector-new
Susan ZabriskieDirector-new
Jean Creamer HodgesDirector-past
Karen Mcchesney HodgesDirector-past
Kim Brown BrannonDirector-past
Coree SmithSecretary
Claire CostinTreasurer-new
Nancy Salisbury TrilloTreasurer-past
Revenue and Support

Revenue Composition

Contributions and Grants
$4,635,523
Program Service Revenue
$20,693
Investment Income
$826,520
Other Revenue
$27,137
All Other Contributions
$4,635,523
Change in Net Assets
$2,317,808

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,509,873
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$574,356
Total Revenue per Audited Statements
$6,084,229
Total Revenue per Form 990
$5,509,873
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,313,682
Grants and Similar Amounts Paid$1,113,230
Total Fundraising Expense$1,071,136
Salaries, Compensation, and Employee Benefits$765,153
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$769,440--$769,440
Other Salaries and Wages$9,705$205,214$312,683$527,602
Grants to Domestic Individuals$343,790--$343,790
Advertising$13,583$2,380$178,775$194,738
Information Technology$10,919$4,122$104,016$119,057
Current Officers, Directors, Trustees, and Key Employees$42,000$31,500$31,500$105,000
Fees for Services Other$46,474$11,913$33,979$92,366
Travel$13,988$10,133$66,020$90,141
Other Employee Benefits$21,563$3,510$56,127$81,200
Conferences and Meetings$3,429$1,659$68,640$73,728
Office Expenses$7,324$9,999$52,899$70,222
Occupancy$15,910$5,251$35,670$56,831
Depreciation Depletion$15,146$4,131$35,801$55,078
Payroll Taxes$3,695$18,778$24,581$47,054
Other Expenses$68,256$436$38,448$38,884
All Other Expenses$854$9,356$19,780$29,990
Fees for Services Accounting$4,125$1,125$9,750$15,000
Fees for Services Legal$439$2,950$1,039$4,428
Pension Plan Contributions$955$2,178$1,164$4,297
Insurance$112-$264$376
Total Functional Expenses$1,796,294$324,635$1,071,136$3,192,065

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,192,065
Total Expenses per Audited Statements$3,192,065
Total Expenses per Form 990$3,192,065
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Phi FraternityEvanston, IL501(c)7Educational Leadership Grant, Manager Resources and Training$669,440
Yale UniversityNew Haven, CT501(c)3Heart to Heart$100,000
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Grants Payable$782,389
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 11B

“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
Amy Peebles
Title
Executive Director
Phone
8473168950
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Peebles
Formed
1956
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
9
Employees
19
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CTR 700, WESTCHESTER, IL 60154
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 assistance 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.”

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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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IRS990/Desc0INCLUDES EDUCATIONAL PROGRAMS, SUPPORT PROGRAMS AND LEADERSHIP TRAINING CONFERENCES FUNDED BY THE FOUNDATION AND PAID TO ALPHA PHI INTL. FRATERNITY IN GRANTS. THESE PROGRAMS BENEFIT THE APPROXIMATELY 180,000 MEMBERS OF THE FRATERNITY. FOUNDATION FUNDED PROGRAMS INCLUDE EMERGING LEADERS INSTITUTE, A FIVE DAY PROGRAM FOR FRESHMEN AND SOPHOMORES DESIGNED TO HELP THESE WOMEN IDENTIFY THEIR LEADERSHIP SKILLS AND ABILITIES AND BETTER DEFINE THEIR VOICES AND LEADERSHIP FELLOWS - AN INTENSIVE, CAREER-ORIENTED LEADERSHIP PROGRAM FOR JUNIORS, SENIORS, AND RECENT GRADUATES
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR-PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR-NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR-NEW
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IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
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IRS990/OfficeExpensesGrp/FundraisingAmt052899
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09999
IRS990/OfficeExpensesGrp/ProgramServicesAmt07324
IRS990/OfficeExpensesGrp/TotalAmt070222
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt081200
IRS990/OtherExpensesGrp/Desc0COMMUNITY CONTRIBUTIONS
IRS990/OtherExpensesGrp/Desc1SPONSORSHIPS - HEART
IRS990/OtherExpensesGrp/Desc2EDUCATIONAL HOUSING
IRS990/OtherExpensesGrp/Desc3CREDIT CARD FEES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0436
IRS990/OtherExpensesGrp/ProgramServicesAmt0329587
IRS990/OtherExpensesGrp/ProgramServicesAmt175000
IRS990/OtherExpensesGrp/ProgramServicesAmt268256
IRS990/OtherExpensesGrp/TotalAmt0329587
IRS990/OtherExpensesGrp/TotalAmt175000
IRS990/OtherExpensesGrp/TotalAmt268256
IRS990/OtherExpensesGrp/TotalAmt338884
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IRS990/OtherLiabilitiesGrp/EOYAmt0782389
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
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IRS990/OtherRevenueTotalAmt025471
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0205214
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt09705
IRS990/OtherSalariesAndWagesGrp/TotalAmt0527602
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IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt024581
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018778
IRS990/PayrollTaxesGrp/ProgramServicesAmt03695
IRS990/PayrollTaxesGrp/TotalAmt047054
IRS990/PensionPlanContributionsGrp/FundraisingAmt01164
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02178
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0955
IRS990/PensionPlanContributionsGrp/TotalAmt04297
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IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS -- MERIT AND NEED BASED EDUCATIONAL SCHOLARSHIPS ARE AWARDED TO COLLEGIATE AND ALUMNA STUDENTS BASED ON ACADEMIC ACHIEVEMENT, ORGANIZATIONAL AND COMMUNITY ACTIVITY AND REFERENCE & PERSONAL ESSAYS. APPROXIMATELY 70 STUDENTS WERE AWARDED SCHOLARSHIPS
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt0277540
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. QUALIFYING ORGANIZATIONS ARE ALIGNED WITH THE MISSION OF ALPHA PHI FOUNDATION DONATIONS WERE MADE TO 25 MISSION ALIGNED 501C3 ORGANIZATIONS.
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt041046
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. THE GRANT IS DESIGNED TO PROVIDE TEMPORARY, SHORT-TERM, FINANCIAL ASSISTANCE FOR AN EVENT OR AN UNFORSEEN CIRCUMSTANCE. NINETY ONE GRANTS AWARDED.
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IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0166250
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IRS990/PYContributionsGrantsAmt04802115
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IRS990/PYOtherRevenueAmt0-5915
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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,978,561
Liabilities
$1,215,556
Net assets
$19,763,005
Revenue
$5,509,873
Expenses
$3,192,065
Net income
$2,317,808
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