Civic Intelligence

Alpha Phi International Fraternity- Theta Chapter

990 • Fiscal year 2019 • EIN 38-3147382

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 14, 2019

PO Box 270Wilton, CA 95693

(916) 687-7700

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

25th percentile

0.00x

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

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Net Margin

55th percentile

4.9%

Higher net margin than 55% of similar nonprofits.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Asset Growth

93rd percentile

39%

Faster asset growth than 93% of similar nonprofits.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

41st percentile

0.7%

Faster revenue growth than 41% of similar nonprofits.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$163,749

Up $46,091 (+39%) from 2018

Net Assets

Up

$163,749

Up $46,091 (+39%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$935,245

Up $6,574 (+0.7%) from 2018

Expenses

Down

$889,154

Down $19,669 (-2.2%) from 2018

Net Income

Up

$46,091

Up $26,243 (+132%) from 2018

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $18,713Liabilities 2011: $0Net Assets 2011: $18,7132011Assets 2012: $42,793Liabilities 2012: $0Net Assets 2012: $42,7932012Assets 2013: $31,330Liabilities 2013: $0Net Assets 2013: $31,3302013Assets 2014: $43,302Liabilities 2014: $0Net Assets 2014: $43,3022014Assets 2015: $41,460Liabilities 2015: $0Net Assets 2015: $41,4602015Assets 2016: $47,930Liabilities 2016: $0Net Assets 2016: $47,9302016Assets 2017: $97,810Liabilities 2017: $0Net Assets 2017: $97,8102017Assets 2018: $117,658Liabilities 2018: $0Net Assets 2018: $117,6582018Assets 2019: $163,749Liabilities 2019: $0Net Assets 2019: $163,7492019Assets 2020: $278,832Liabilities 2020: $0Net Assets 2020: $278,8322020Assets 2021: $246,360Liabilities 2021: $0Net Assets 2021: $246,3602021Assets 2022: $227,136Liabilities 2022: $0Net Assets 2022: $227,1362022Assets 2023: $178,163Liabilities 2023: $0Net Assets 2023: $178,1632023Assets 2024: $203,245Liabilities 2024: $0Net Assets 2024: $203,2452024Assets 2025: $236,440Liabilities 2025: $0Net Assets 2025: $236,4402025

Highlighted filing

2019

Assets$163,749
Liabilities$0
Net Assets$163,749

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $185,115Expenses 2011: $179,310Net Income 2011: $5,8052011Revenue 2012: $202,871Expenses 2012: $178,791Net Income 2012: $24,0802012Revenue 2013: $208,029Expenses 2013: $179,255Net Income 2013: $28,7742013Revenue 2014: $403,434Expenses 2014: $391,462Net Income 2014: $11,9722014Revenue 2015: $735,439Expenses 2015: $737,281Net Income 2015: -$1,8422015Revenue 2016: $806,482Expenses 2016: $800,012Net Income 2016: $6,4702016Revenue 2017: $906,029Expenses 2017: $856,149Net Income 2017: $49,8802017Revenue 2018: $928,671Expenses 2018: $908,823Net Income 2018: $19,8482018Revenue 2019: $935,245Expenses 2019: $889,154Net Income 2019: $46,0912019Revenue 2020: $1,001,792Expenses 2020: $886,709Net Income 2020: $115,0832020Revenue 2021: $814,166Expenses 2021: $846,638Net Income 2021: -$32,4722021Revenue 2022: $1,133,365Expenses 2022: $1,152,589Net Income 2022: -$19,2242022Revenue 2023: $968,433Expenses 2023: $1,017,406Net Income 2023: -$48,9732023Revenue 2024: $1,099,657Expenses 2024: $1,074,575Net Income 2024: $25,0822024Revenue 2025: $1,190,749Expenses 2025: $1,157,554Net Income 2025: $33,1952025

Highlighted filing

2019

Revenue$935,245
Expenses$889,154
Net Income$46,091
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 14, 2019
Return Version
2018v3.1
Gross Receipts
$935,245
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$117,658$163,749▲ $46,091
Savings and Temporary Cash Investments$91,332$101,895▲ $10,563
Cash and Non-Interest-Bearing Accounts$26,326$61,854▲ $35,528
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$117,658$163,749▲ $46,091
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$117,658$163,749▲ $46,091
Total Liabilities and Net Assets / Fund Balance$117,658$163,749▲ $46,091
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nemickas MargaretPresident
Fobes EmilyDirector Academ
VacantDirector Alumna
Shechtman MadelineExecutive Director
Miller JenniferPanhellenic Del
Miller CarolineVP Comm Relatio
Baubonis CarolineVP Mem Recruit
Billups MadelineVP Member Educ
Murdoch MeganVP of Finance
Kaplan JuliaVP of Marketing
Lane MadelynVP Risk Mangemt
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$934,681
Investment Income
$564
Other Revenue
$0
Change in Net Assets
$46,091
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$889,154
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
Occupancy---$637,615
All Other Expenses---$44,527
Office Expenses---$28,811
Other Expenses---$17,026
Conferences and Meetings---$8,835
Fees for Services Accounting---$4,043
Total Functional Expenses$0$0$0$889,154
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
Annual disclosure for covered persons
No
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
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 UMich.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 UMich.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at UMich,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
38-3147382
Phone
9166877700
Address
PO BOX 270, WILTON, CA 95693

Signing Officer

Name
Murdoch Megan
Title
VP of Finance
Signed
2019-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nemickas Margaret
Formed
1892
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Sorority Solutions Inc
Address
11708 GREEN ROAD, WILTON, CA 95693
Preparer
Julie Sportelli
Phone
9166877700
Supplemental Narrative

Additional Explanations

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 University of Michigan ("UMich").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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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/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP RISK MANGEMT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP MEMBER EDUC
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP MEM RECRUIT
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP OF MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP COMM RELATIO
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt8PANHELLENIC DEL
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR ACADEM
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR ALUMNA
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0275966
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1622317
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt234252
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32146
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0275966
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1622317
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt234252
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32146
IRS990/ProgSrvcAccomActy2Grp/Desc0Purchased clothing and other branded material to be used by members. Members utilizing Alpha Phi branded materials markets the Organization to potential new members who attend the University. The use of branded material also identifies members and encourages non members to inquire about membership.
IRS990/ProgSrvcAccomActy3Grp/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/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0331
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0908823
IRS990/PYProgramServiceRevenueAmt0928340
IRS990/PYRevenuesLessExpensesAmt019848
IRS990/PYTotalExpensesAmt0908823
IRS990/PYTotalRevenueAmt0928671
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt046091
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0117658
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0163749
IRS990/SavingsAndTempCashInvstGrp/BOYAmt091332
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0101895
IRS990/ScheduleBRequiredInd0false
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/ExplanationTxt2The mission of the organization is to support its members in lifelong achievement. The organization is a sorority that operates on the campus of University of Michigan ("UMich").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/ExplanationTxt3Members of the organization include initiated and uninitiated members of Alpha Phi who are full time students at UMich.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 UMich.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at UMich,and have a sincere desire to contribute to the work of the Fraternity.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Members 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 III, LINE 1 - ORGANIZATION MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, LINE 6 - EXPLANATION OF MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, LINE 7A - HOW MEMBERS OR SHAREHOLDERS ELECT GOVERNI
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0117658
IRS990/TotalAssetsEOYAmt0163749
IRS990/TotalAssetsGrp/BOYAmt0117658
IRS990/TotalAssetsGrp/EOYAmt0163749
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0889154
IRS990/TotalGrossUBIAmt0564
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0117658
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0163749
IRS990/TotalProgramServiceRevenueAmt0934681
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0934681
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0935245
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0564
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0117658
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0163749
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01830 Hill Street
IRS990/USAddress/CityNm0ANN ARBOR
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048104
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0https://www.facebook.com/MichiganAlphaPhi/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Murdoch Megan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0383147382
ReturnHeader/Filer/PhoneNum09166877700
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 270
ReturnHeader/Filer/USAddress/CityNm0WILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095693
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262848481
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SORORITY SOLUTIONS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011708 GREEN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095693
ReturnHeader/PreparerPersonGrp/PhoneNum09166877700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE SPORTELLI
ReturnHeader/ReturnTs02019-10-15T10:21:27-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.00$0.24$1.19$1.16$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$1.10$1.07$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.97$1.02$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$1.13$1.15$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.81$0.85$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$1.00$0.89$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.94$0.89$0.05
2018Summary only. Only limited summary data is available for this year.$0.12$0.00$0.12$0.93$0.91$0.02
2017Summary only. Only limited summary data is available for this year.$0.10$0.00$0.10$0.91$0.86$0.05
2016Summary only. Only limited summary data is available for this year.$0.05$0.00$0.05$0.81$0.80$0.01
2015Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$0.74$0.74$0.00
2014Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$0.40$0.39$0.01
2013Summary only. Only limited summary data is available for this year.$0.03$0.00$0.03$0.21$0.18$0.03
2012Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$0.20$0.18$0.02
2011Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$0.19$0.18$0.01