Civic Intelligence

Zeta Alpha Chapter of Alpha Phi

990 • Fiscal year 2021 • EIN 37-1011792

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 01, 2021

823 Fairfield Lake DrChesterfield, MO 63017

(314) 406-6047

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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.00x

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

98th percentile

85%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

80th percentile

26%

Faster asset growth than 80% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

85th percentile

75%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2021

Assets

Up

$264,881

Up $97,062 (+58%) from 2019

Net Assets

Up

$264,881

Up $97,062 (+58%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$76,894

Up $51,796 (+206%) from 2019

Expenses

Down

$11,895

Down $1,495 (-11%) from 2019

Net Income

Up

$64,999

Up $53,291 (+455%) 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 2011: $161,351Liabilities 2011: $0Net Assets 2011: $161,3512011Assets 2012: $163,462Liabilities 2012: $0Net Assets 2012: $163,4622012Assets 2013: $169,828Liabilities 2013: $0Net Assets 2013: $169,8282013Assets 2014: $160,847Liabilities 2014: $3,000Net Assets 2014: $157,8472014Assets 2015: $169,183Liabilities 2015: $4,500Net Assets 2015: $164,6832015Assets 2016: $177,968Liabilities 2016: $0Net Assets 2016: $177,9682016Assets 2017: $188,468Liabilities 2017: $0Net Assets 2017: $188,4682017Assets 2018: $156,111Liabilities 2018: $0Net Assets 2018: $156,1112018Assets 2019: $167,819Liabilities 2019: $0Net Assets 2019: $167,8192019Assets 2021: $264,881Liabilities 2021: $0Net Assets 2021: $264,8812021Assets 2022: $257,499Net Assets 2022: $257,4992022Assets 2023: $249,572Net Assets 2023: $249,5722023

Highlighted filing

2021

Assets$264,881
Liabilities$0
Net Assets$264,881

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $8,5502011Expenses 2012: $8,0492012Expenses 2013: $10,6662013Revenue 2014: $13,638Expenses 2014: $25,619Net Income 2014: -$11,9812014Revenue 2015: $25,280Expenses 2015: $18,444Net Income 2015: $6,8362015Revenue 2016: $26,836Expenses 2016: $13,551Net Income 2016: $13,2852016Revenue 2017: $25,477Expenses 2017: $14,977Net Income 2017: $10,5002017Revenue 2018: $17,556Expenses 2018: $49,913Net Income 2018: -$32,3572018Revenue 2019: $25,098Expenses 2019: $13,390Net Income 2019: $11,7082019Revenue 2021: $76,894Expenses 2021: $11,895Net Income 2021: $64,9992021Revenue 2022: $4,894Expenses 2022: $12,276Net Income 2022: -$7,3822022Revenue 2023: $489Expenses 2023: $8,416Net Income 2023: -$7,9272023

Highlighted filing

2021

Revenue$76,894
Expenses$11,895
Net Income$64,999
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 1, 2021
Return Version
2020v4.0
Gross Receipts
$232,401
Mission and Program Overview

Mission

Provide a congenial environment for active chapter members

The organization shall promote the pleasure, recreation and other nonprofit purposes of its members and shall assist worthy women in the pursuit of courses of study at eastern illinois university in charleston, illinois, by providing a comfortable, safe, adequate, attractive and competitive chapter facility for the use of the members and guests of the zeta alpha collegiate chapter of the fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$9,373$229,013▲ $219,640
Investments Other Securities$127,080$0▼ $127,080
Investments in Publicly Traded Securities$62,544$0▼ $62,544
Land, Buildings, and Equipment, Net$18,587$35,868▲ $17,281
Savings and Temporary Cash Investments-$0-
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 Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$217,584$264,881▲ $47,297
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$217,584$264,881▲ $47,297
Total Net Assets Fund Balance$217,584$264,881▲ $47,297
Total Liabilities and Net Assets / Fund Balance$217,584$264,881▲ $47,297

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$35,868$44,852$80,720
Equipment-$4,391$4,391
Compensation and Service Providers

Board Members and Trustees

NameTitle
Judy EthellPresident/Treas
Barbara MarksDirector
Hope GarrettDirector
Pam VanalstineDirector
Penny Su Robb BlandDirector
Sue BoernerDirector
Paxton AcreeSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,890
Investment Income
$75,004
Other Revenue
$0
Change in Net Assets
$64,999
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,895
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$4,600--$4,600
Fees for Service Investment Mgmnt Fees-$2,208-$2,208
Insurance-$1,902-$1,902
Fees for Services Accounting-$1,625-$1,625
Depreciation Depletion$1,560--$1,560
Total Functional Expenses$6,160$5,735$0$11,895
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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, Line 4: Description of Significant Changes to Organizational Documents

THE ORGANIZATION AMENDED ITS ARTICLES OF ORGANIZATION WITH THE STATE OF ILLINOIS ON 11/8/20 AS A RESULT OF THE 2018 990-T IRS EXAMINATION. THE PURPOSE OF THE ORGANIZATION WAS UPDATED TO REFLECT THE FOLLOWING LANGUAGE:"To erect or rent, equip, and maintain a chapter facility near Charleston, Illinois, for the Zeta Alpha Chapter of the Alpha Phi International Fraternity, Inc., for the use of their members and guests, and for such purpose to acquire, sell, convey, incur debts, issue bonds or other evidences of indebtedness; to purchase or construct buildings or other improvements upon any land; to rent facilities; and, generally, to enter into and perform contracts of every character necessary or advantageous in carrying out the object for which this corporation is formed, and to have such incidental powers as may be necessary, requisite or proper to effectuate and accomplish the objects and purposes herein specified. And, to provide worthy women with educational support in the pursuit of courses of study at the Eastern Illinois University, or other educational institutions, as needed. If the charter of this chapter is withdrawn or surrendered, or for any reason the chapter ceases to exist, this corporation shall liquidate all assets held by it for the use of the chapter and shall thereupon promptly dissolve. Upon dissolution, whether by reason of withdrawal or surrender of the charter of the collegiate chapter, or otherwise, all funds and property of this corporation remaining after payment of outstanding debts and obligations shall be transferred and paid to the Special Fund of Alpha Phi International Fraternity, Inc.; provided however, if the chapter for which this corporation was organized is thereafter reactivated and a new corporation is organized for the benefit of such chapter, Alpha Phi International Fraternity, Inc., shall return to the chapter or to such new corporation for the use of the chapter, in such manner as may be determined by the executive board, a sum equal to the net amount of the funds and property so transferred."

Form 990, Part VI, Line 11B: Form 990 Review Process

Copy of 990 is sent to signing officer who is able to review prior to mailing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Conflict of interest statements are completed by each board member and reviewed annually for changes.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Organization has no formal policy for disclosure of governing documents, policies, and financial statements. The board would review requests made by public and approve disclosure on a case by case basis.

Filing and Contact Details

Filer

Filer Name
Zeta Alpha Chapter of Alpha Phi
EIN
37-1011792
Phone
3144066047
Address
823 FAIRFIELD LAKE DR, CHESTERFIELD, MO 63017

Signing Officer

Name
Judy Ethell
Title
Acting President
Signed
2021-10-01
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Il
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Gilbert Metzger & Madigan LLP
Address
6029 Park Drive Ste A, Charleston, IL 61920
Preparer
Kelsey D Swing
Phone
2173452128
Raw XML Appendix351 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.

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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt076894
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04391
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04391
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt035868
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt044852
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt080720
IRS990ScheduleD/TotalBookValueLandBuildingsAmt035868
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION AMENDED ITS ARTICLES OF ORGANIZATION WITH THE STATE OF ILLINOIS ON 11/8/20 AS A RESULT OF THE 2018 990-T IRS EXAMINATION. THE PURPOSE OF THE ORGANIZATION WAS UPDATED TO REFLECT THE FOLLOWING LANGUAGE:"To erect or rent, equip, and maintain a chapter facility near Charleston, Illinois, for the Zeta Alpha Chapter of the Alpha Phi International Fraternity, Inc., for the use of their members and guests, and for such purpose to acquire, sell, convey, incur debts, issue bonds or other evidences of indebtedness; to purchase or construct buildings or other improvements upon any land; to rent facilities; and, generally, to enter into and perform contracts of every character necessary or advantageous in carrying out the object for which this corporation is formed, and to have such incidental powers as may be necessary, requisite or proper to effectuate and accomplish the objects and purposes herein specified. And, to provide worthy women with educational support in the pursuit of courses of study at the Eastern Illinois University, or other educational institutions, as needed. If the charter of this chapter is withdrawn or surrendered, or for any reason the chapter ceases to exist, this corporation shall liquidate all assets held by it for the use of the chapter and shall thereupon promptly dissolve. Upon dissolution, whether by reason of withdrawal or surrender of the charter of the collegiate chapter, or otherwise, all funds and property of this corporation remaining after payment of outstanding debts and obligations shall be transferred and paid to the Special Fund of Alpha Phi International Fraternity, Inc.; provided however, if the chapter for which this corporation was organized is thereafter reactivated and a new corporation is organized for the benefit of such chapter, Alpha Phi International Fraternity, Inc., shall return to the chapter or to such new corporation for the use of the chapter, in such manner as may be determined by the executive board, a sum equal to the net amount of the funds and property so transferred."
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY OF 990 IS SENT TO SIGNING OFFICER WHO IS ABLE TO REVIEW PRIOR TO MAILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST STATEMENTS ARE COMPLETED BY EACH BOARD MEMBER AND REVIEWED ANNUALLY FOR CHANGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION HAS NO FORMAL POLICY FOR DISCLOSURE OF GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS. THE BOARD WOULD REVIEW REQUESTS MADE BY PUBLIC AND APPROVE DISCLOSURE ON A CASE BY CASE BASIS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0217584
IRS990/TotalAssetsEOYAmt0264881
IRS990/TotalAssetsGrp/BOYAmt0217584
IRS990/TotalAssetsGrp/EOYAmt0264881
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05735
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06160
IRS990/TotalFunctionalExpensesGrp/TotalAmt011895
IRS990/TotalGrossUBIAmt075004
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0217584
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0264881
IRS990/TotalProgramServiceExpensesAmt011895
IRS990/TotalProgramServiceRevenueAmt01890
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01890
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt076894
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt075004
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0217584
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0264881
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0823 FAIRFIELD LAKE DR
IRS990/USAddress/CityNm0CHESTERFIELD
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd063017
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDY ETHELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Acting President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZETA ALPHA CHAPTER OF ALPHA PHI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INTERNATIONAL FRATERNITY INCORPORATED
ReturnHeader/Filer/BusinessNameControlTxt0ZETA
ReturnHeader/Filer/EIN0371011792
ReturnHeader/Filer/PhoneNum03144066047
ReturnHeader/Filer/USAddress/AddressLine1Txt0823 FAIRFIELD LAKE DR
ReturnHeader/Filer/USAddress/CityNm0CHESTERFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063017
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371345206
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gilbert Metzger & Madigan LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06029 Park Drive Ste A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charleston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061920
ReturnHeader/PreparerPersonGrp/PhoneNum02173452128
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kelsey D Swing
ReturnHeader/ReturnTs02021-10-01T05:51:38-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JUDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ETHELL
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.50$2.50$0.00$0.08$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$2.57$0.05$0.12$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.77$0.12$0.65
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$0.25$0.13$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.18$0.50$0.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$0.25$0.15$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.27$0.14$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.69$0.05$1.65$0.25$0.18$0.07
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.03$1.58$0.14$0.26$0.12
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.00$1.63$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.00$1.61$0.09