Civic Intelligence

Gamma Phi Beta Sorority Inc Milwaukee Alumnae Chapter

EIN 38-3987020 • 501(c)7 • Menomonee Falls, WI

Profile

Alumnae organization for sorority member

Refreshing map…

W141n6865 Oakwood DriveMenomonee Falls, WI 53051
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

96th percentile

62%

Higher net margin than 96% of similar nonprofits.

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

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

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

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

14th percentile

-31%

Faster revenue growth than 14% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$2,301

Up $265 (+13%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$2,301

Up $265 (+13%) from 2020

Operations
Liabilities / Revenue59th percentileNet Margin96th percentile

Revenue

Down

$425

Down $190 (-31%) from 2020

Expenses

Up

$160

Up $99 (+162%) from 2020

Net Income

Down

$265

Down $289 (-52%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$3.0K$2.0K$1.0K$0Assets 2016: $932Liabilities 2016: $02016Assets 2017: $676Liabilities 2017: $02017Assets 2018: $1,010Liabilities 2018: $02018Assets 2019: $1,482Liabilities 2019: $0Net Assets 2019: $1,4822019Assets 2020: $2,036Liabilities 2020: $0Net Assets 2020: $2,0362020Assets 2021: $2,301Liabilities 2021: $0Net Assets 2021: $2,3012021

Highlighted filing

2021

Assets$2,301
Liabilities$0
Net Assets$2,301
Open 2021 Filing

Operations Trend

Revenue Growth14th percentile

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

$3.0K$2.0K$1.0K$0-$1.0KRevenue 2016: $2,013Expenses 2016: $1,493Net Income 2016: $5202016Revenue 2017: $755Expenses 2017: $1,011Net Income 2017: -$2562017Revenue 2018: $917Expenses 2018: $583Net Income 2018: $3342018Revenue 2019: $632Expenses 2019: $160Net Income 2019: $4722019Revenue 2020: $615Expenses 2020: $61Net Income 2020: $5542020Revenue 2021: $425Expenses 2021: $160Net Income 2021: $2652021

Highlighted filing

2021

Revenue$425
Expenses$160
Net Income$265
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,301
Liabilities
$0
Net assets
$2,301
Revenue
$425
Expenses
$160
Net income
$265
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$2,301$0$2,301$425$160$265
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,036$0$2,036$615$61$554
2019Detailed filing. Detailed filing data is available for this year.$1,482$0$1,482$632$160$472
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,010$0$917$583$334
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$676$0$755$1,011$256
2016Summary only. Only limited summary data is available for this year.$932$0$2,013$1,493$520
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Dec 6, 2021
Return Version
2020v4.1
Gross Receipts
$425
Mission and Program Overview

Mission

Alumnae organization for sorority member

Program Services

DescriptionGrantsExpenses
DOING SERVICE WORK THAT MEETS THE AIMS OF THE INTERNATIONAL ORGANIZATION OF GAMMA PHI BETA--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBERLY F WENZELTreasurerPT$0--
KALIE HERRONPresidentPT$0--
COURTNEY BRANDSTROMVice President-$0--
KIERSTEN GONZALESPanhellenic Delegate-$0--
Filing and Contact Details

Filer

Filer Name
Gamma Phi Beta Sorority Inc Milwaukee Alumnae
EIN
38-3987020
Address
W141N6865 OAKWOOD DRIVE, MENOMONEE FALLS, WI 53051

Signing Officer

Name
Kimberly Wenzel
Title
Treasurer
Phone
2623455502
Signed
2021-12-06
Discuss with paid preparer
No

Preparer

Firm
Tax Management & Financial Horizons
Address
N84W15787 MENOMONEE AVE STE 5, MENOMONEE FALLS, WI 53051
Preparer
Kimberly Wenzel
Phone
2629238100
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity INTERNATIONAL DUES Amount 125Activity FOUNDERS DAY DONATION Amount 25”

Description of other expenses Part I line 16

“Description AmountBUSINESS REGISTRATION FEE 10”

Raw XML Appendix113 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KIMBERLY F WENZEL
IRS990EZ/BooksInCareOfDetail/PhoneNum04145103469
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0W141N6865 OAKWOOD DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MENOMONEE FALLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053051
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02036
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02301
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0265
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02036
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02301
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0150
IRS990EZ/GrossReceiptsAmt0425
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0425
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02036
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02301
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02036
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02301
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIMBERLY F WENZEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KALIE HERRON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COURTNEY BRANDSTROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIERSTEN GONZALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PANHELLENIC DELEGATE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt010
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ALUMNAE ORGANIZATION FOR SORORITY MEMBER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DOING SERVICE WORK THAT MEETS THE AIMS OF THE INTERNATIONAL ORGANIZATION OF GAMMA PHI BETA
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0160
IRS990EZ/TotalRevenueAmt0425
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity INTERNATIONAL DUES Amount 125Activity FOUNDERS DAY DONATION Amount 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBUSINESS REGISTRATION FEE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY WENZEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02623455502
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GAMMA PHI BETA SORORITY INC MILWAUKEE ALUMNAE
ReturnHeader/Filer/BusinessNameControlTxt0GAMM
ReturnHeader/Filer/EIN0383987020
ReturnHeader/Filer/USAddress/AddressLine1Txt0W141N6865 OAKWOOD DRIVE
ReturnHeader/Filer/USAddress/CityNm0MENOMONEE FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053051
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391960396
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAX MANAGEMENT & FINANCIAL HORIZONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0N84W15787 MENOMONEE AVE STE 5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MENOMONEE FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053051
ReturnHeader/PreparerPersonGrp/PhoneNum02629238100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY WENZEL
ReturnHeader/ReturnTs02021-12-06T14:19:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIMBERLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WENZEL
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

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