Civic Intelligence

Alpha Phi International Fraternity- Iota Chapter

990 • Fiscal year 2023 • EIN 39-0126580

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 18, 2023

3320 W Foster Ave 105Chicago, IL 60625

(847) 316-8925

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2023 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

12th percentile

0.00x

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

2023 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2023

Net Margin

39th percentile

1.9%

Higher net margin than 39% of similar nonprofits.

2023 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2023 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2023

Asset Growth

70th percentile

6.8%

Faster asset growth than 70% of similar nonprofits.

2023 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

37th percentile

2.6%

Faster revenue growth than 37% of similar nonprofits.

2023 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$309,237

Up $19,634 (+6.8%) from 2022

Net Assets

Up

$309,237

Up $19,634 (+6.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$1,048,693

Up $26,743 (+2.6%) from 2022

Expenses

Up

$1,029,059

Up $33,844 (+3.4%) from 2022

Net Income

Down

$19,634

Down $7,101 (-27%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $26,908Liabilities 2011: $1,3272011Assets 2012: $34,374Net Assets 2012: $34,3742012Assets 2013: $73,266Liabilities 2013: $0Net Assets 2013: $73,2662013Assets 2014: $77,630Liabilities 2014: $0Net Assets 2014: $77,6302014Assets 2015: $122,077Liabilities 2015: $0Net Assets 2015: $122,0772015Assets 2016: $172,273Liabilities 2016: $0Net Assets 2016: $172,2732016Assets 2017: $187,042Liabilities 2017: $0Net Assets 2017: $187,0422017Assets 2018: $189,711Liabilities 2018: $0Net Assets 2018: $189,7112018Assets 2019: $223,539Liabilities 2019: $0Net Assets 2019: $223,5392019Assets 2020: $236,778Liabilities 2020: $0Net Assets 2020: $236,7782020Assets 2021: $262,868Liabilities 2021: $0Net Assets 2021: $262,8682021Assets 2022: $289,603Liabilities 2022: $0Net Assets 2022: $289,6032022Assets 2023: $309,237Liabilities 2023: $0Net Assets 2023: $309,2372023Assets 2024: $382,167Liabilities 2024: $0Net Assets 2024: $382,1672024Assets 2025: $474,341Liabilities 2025: $0Net Assets 2025: $474,3412025

Highlighted filing

2023

Assets$309,237
Liabilities$0
Net Assets$309,237

Operations Trend

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

$1.5M$1.0M$500K$0Revenue 2011: $142,916Expenses 2011: $137,272Net Income 2011: $5,6442011Revenue 2012: $96,233Expenses 2012: $87,440Net Income 2012: $8,7932012Revenue 2013: $572,346Expenses 2013: $563,872Net Income 2013: $8,4742013Revenue 2014: $649,508Expenses 2014: $614,726Net Income 2014: $34,7822014Revenue 2015: $703,116Expenses 2015: $658,669Net Income 2015: $44,4472015Revenue 2016: $805,603Expenses 2016: $755,407Net Income 2016: $50,1962016Revenue 2017: $824,502Expenses 2017: $809,733Net Income 2017: $14,7692017Revenue 2018: $813,205Expenses 2018: $810,536Net Income 2018: $2,6692018Revenue 2019: $899,770Expenses 2019: $865,942Net Income 2019: $33,8282019Revenue 2020: $948,147Expenses 2020: $934,908Net Income 2020: $13,2392020Revenue 2021: $876,259Expenses 2021: $850,169Net Income 2021: $26,0902021Revenue 2022: $1,021,950Expenses 2022: $995,215Net Income 2022: $26,7352022Revenue 2023: $1,048,693Expenses 2023: $1,029,059Net Income 2023: $19,6342023Revenue 2024: $1,074,852Expenses 2024: $1,001,922Net Income 2024: $72,9302024Revenue 2025: $1,132,560Expenses 2025: $1,040,386Net Income 2025: $92,1742025

Highlighted filing

2023

Revenue$1,048,693
Expenses$1,029,059
Net Income$19,634
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 18, 2023
Return Version
2022v5.0
Gross Receipts
$1,048,693
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$289,603$309,237▲ $19,634
Cash and Non-Interest-Bearing Accounts$171,176$168,267▼ $2,909
Savings and Temporary Cash Investments$118,427$140,970▲ $22,543
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$289,603$309,237▲ $19,634
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$289,603$309,237▲ $19,634
Total Liabilities and Net Assets / Fund Balance$289,603$309,237▲ $19,634
Compensation and Service Providers

Board Members and Trustees

NameTitle
Pulver ReesePresident
Carlson MadelineDirector Chap. Housi
Nasser ElaineDirector Comm. Enga
Kwon SamanthaExecutive Admin
Fauser DarianPanhellenic Del
Gorden MarissaVP of Diversity
Diaz CassandraVP of Finance
Parker BrenlyVP of Health
Timonen AmelieVP of Marketing
Ambrosius JadenVP of Mem. Recr
Kud AlexandraVP of New Memb.
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,046,617
Investment Income
$2,076
Other Revenue
$0
Change in Net Assets
$19,634
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,029,059
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---$718,619
All Other Expenses---$40,910
Office Expenses---$33,690
Other Expenses---$25,169
Conferences and Meetings---$7,736
Fees for Services Accounting---$4,960
Insurance---$3,728
Fees for Services Legal---$320
Total Functional Expenses$0$0$0$1,029,059
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
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
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, Section B, Line 11B

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, Section C, Line 19

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 UW.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 UW.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at UW,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
39-0126580
Phone
8473168925
Address
3320 W FOSTER AVE 105, CHICAGO, IL 60625

Signing Officer

Name
Diaz Cassandra
Title
VP of Finance
Signed
2023-09-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pulver Reese
Formed
1986
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Tammy Trujillo EA
Address
310 Milazzo Court, El Dorado Hills, CA 95762
Preparer
Tammy Trujillo
Phone
5303508634
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 Wisconsin - Madison ("UW").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/PersonNm4Kud Alexandra
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VP of Health
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IRS990/Form990PartVIISectionAGrp/TitleTxt4VP of New Memb.
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP of Marketing
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP of Diversity
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Admin
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt249695
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt323197
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0259857
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1713868
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt249695
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt323197
IRS990/ProgSrvcAccomActy2Grp/Desc0The Organization put on an event to encourage donations to the Alpha Phi Foundation. The event was attended by all members, family members and alumni members. The event facilitated social interaction between the attendees and encouraged continued membership with the Organization.
IRS990/ProgSrvcAccomActy3Grp/Desc0All members participate in formal recruitment training and formal recruitment that takes place over a number of days. As a result of their efforts 77 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt086
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0995215
IRS990/PYProgramServiceRevenueAmt01021864
IRS990/PYRevenuesLessExpensesAmt026735
IRS990/PYTotalExpensesAmt0995215
IRS990/PYTotalRevenueAmt01021950
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt019634
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0289603
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0309237
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0118427
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0140970
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 Wisconsin - Madison ("UW").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 UW.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 UW.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at UW,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, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0289603
IRS990/TotalAssetsEOYAmt0309237
IRS990/TotalAssetsGrp/BOYAmt0289603
IRS990/TotalAssetsGrp/EOYAmt0309237
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01029059
IRS990/TotalGrossUBIAmt02076
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0289603
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0309237
IRS990/TotalProgramServiceRevenueAmt01046617
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01046617
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01048693
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02076
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0289603
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0309237
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt028 Langdon Street
IRS990/USAddress/CityNm0MADISON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053703
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Diaz Cassandra
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP of Finance
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0IOTA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0390126580
ReturnHeader/Filer/PhoneNum08473168925
ReturnHeader/Filer/USAddress/AddressLine1Txt03320 W FOSTER AVE 105
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060625
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832177268
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tammy Trujillo EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0310 Milazzo Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Dorado Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095762
ReturnHeader/PreparerPersonGrp/PhoneNum05303508634
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tammy Trujillo
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-18T08:13:54-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Diaz
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Cassandra
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.00$0.47$1.13$1.04$0.09
2024Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$1.07$1.00$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.05$1.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$1.02$1.00$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.88$0.85$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.95$0.93$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.90$0.87$0.03
2018Summary only. Only limited summary data is available for this year.$0.19$0.00$0.19$0.81$0.81$0.00
2017Summary only. Only limited summary data is available for this year.$0.19$0.00$0.19$0.82$0.81$0.01
2016Summary only. Only limited summary data is available for this year.$0.17$0.00$0.17$0.81$0.76$0.05
2015Summary only. Only limited summary data is available for this year.$0.12$0.00$0.12$0.70$0.66$0.04
2014Summary only. Only limited summary data is available for this year.$0.08$0.00$0.08$0.65$0.61$0.03
2013Summary only. Only limited summary data is available for this year.$0.07$0.00$0.07$0.57$0.56$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.03$0.10$0.09$0.01
2011Summary only. Only limited summary data is available for this year.$0.03$0.00$0.14$0.14$0.01
Peer Organizations

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