Civic Intelligence

Alpha Phi International Fraternity-

990 • Fiscal year 2020 • EIN 43-0156670

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 06, 2020

9717 Elk Grove Florin Rd Unit BElk Grove, CA 95624

(916) 687-7700

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

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

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

10th percentile

0.00x

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

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Net Margin

29th percentile

-3.5%

Higher net margin than 29% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Asset Growth

7th percentile

-10.0%

Faster asset growth than 7% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

-1.9%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$408,967

Down $45,351 (-10.0%) from 2019

Net Assets

Down

$408,967

Down $45,351 (-10.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$1,299,489

Down $25,233 (-1.9%) from 2019

Expenses

Up

$1,344,840

Up $262,393 (+24%) from 2019

Net Income

Down

-$45,351

Down $287,626 (-119%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $15,421Liabilities 2011: $0Net Assets 2011: $15,4212011Assets 2012: $15,012Liabilities 2012: $0Net Assets 2012: $15,0122012Assets 2013: $107,488Liabilities 2013: $6,353Net Assets 2013: $101,1352013Assets 2014: $112,455Liabilities 2014: $0Net Assets 2014: $112,4552014Assets 2015: $141,188Liabilities 2015: $0Net Assets 2015: $141,1882015Assets 2016: $196,684Liabilities 2016: $0Net Assets 2016: $196,6842016Assets 2017: $106,978Liabilities 2017: $0Net Assets 2017: $106,9782017Assets 2018: $212,043Liabilities 2018: $0Net Assets 2018: $212,0432018Assets 2019: $454,318Liabilities 2019: $0Net Assets 2019: $454,3182019Assets 2020: $408,967Liabilities 2020: $0Net Assets 2020: $408,9672020Assets 2021: $366,816Liabilities 2021: $0Net Assets 2021: $366,8162021Assets 2022: $385,001Liabilities 2022: $0Net Assets 2022: $385,0012022Assets 2023: $450,306Liabilities 2023: $0Net Assets 2023: $450,3062023Assets 2024: $503,865Liabilities 2024: $0Net Assets 2024: $503,8652024Assets 2025: $535,356Liabilities 2025: $0Net Assets 2025: $535,3562025

Highlighted filing

2020

Assets$408,967
Liabilities$0
Net Assets$408,967

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $214,751Expenses 2011: $213,253Net Income 2011: $1,4982011Revenue 2012: $256,889Expenses 2012: $257,298Net Income 2012: -$4092012Revenue 2013: $1,184,072Expenses 2013: $1,090,826Net Income 2013: $93,2462013Revenue 2014: $1,300,151Expenses 2014: $1,288,831Net Income 2014: $11,3202014Revenue 2015: $1,314,056Expenses 2015: $1,285,323Net Income 2015: $28,7332015Revenue 2016: $1,401,293Expenses 2016: $1,345,797Net Income 2016: $55,4962016Revenue 2017: $1,257,247Expenses 2017: $1,346,955Net Income 2017: -$89,7082017Revenue 2018: $1,336,046Expenses 2018: $1,230,981Net Income 2018: $105,0652018Revenue 2019: $1,324,722Expenses 2019: $1,082,447Net Income 2019: $242,2752019Revenue 2020: $1,299,489Expenses 2020: $1,344,840Net Income 2020: -$45,3512020Revenue 2021: $1,179,925Expenses 2021: $1,222,076Net Income 2021: -$42,1512021Revenue 2022: $960,089Expenses 2022: $941,904Net Income 2022: $18,1852022Revenue 2023: $1,958,890Expenses 2023: $1,893,581Net Income 2023: $65,3092023Revenue 2024: $1,924,346Expenses 2024: $1,870,787Net Income 2024: $53,5592024Revenue 2025: $2,216,529Expenses 2025: $2,185,038Net Income 2025: $31,4912025

Highlighted filing

2020

Revenue$1,299,489
Expenses$1,344,840
Net Income-$45,351
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 6, 2020
Return Version
2019v5.0
Gross Receipts
$1,299,489
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$454,318$408,967▼ $45,351
Cash and Non-Interest-Bearing Accounts$380,533$304,595▼ $75,938
Savings and Temporary Cash Investments$73,785$104,372▲ $30,587
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$454,318$408,967▼ $45,351
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$454,318$408,967▼ $45,351
Total Liabilities and Net Assets / Fund Balance$454,318$408,967▼ $45,351
Compensation and Service Providers

Board Members and Trustees

NameTitle
Besgrove OliviaPresident
Scarpace MayaDirector Academ
McMahon AnnieDirector Alumna
Rostic DarynExecutive Director
McCarthy HarperPanhellenic Del
Trammell VictoriaVP Comm Relatio
Sutter SydneyVP Mem Recruit
Yarbrough JaydenVP Member Educ
Hormell ZoeVP of Finance
Fritz HailleVP of Marketing
Robben MeredithVP Risk Mangemt
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,298,981
Investment Income
$508
Other Revenue
$0
Change in Net Assets
$-45,351
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,344,840
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---$970,018
All Other Expenses---$97,331
Other Expenses---$43,191
Office Expenses---$39,906
Fees for Services Accounting---$8,332
Conferences and Meetings---$7,000
Total Functional Expenses$0$0$0$1,344,840
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, 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 UM.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 UM.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at UM,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
43-0156670
Phone
9166877700
Address
9717 ELK GROVE FLORIN RD UNIT B, ELK GROVE, CA 95624

Signing Officer

Name
Hormell Zoe
Title
VP of Finance
Signed
2020-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Besgrove Olivia
Formed
1910
Legal Domicile
Mo
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Sorority Solutions Inc
Address
9717 Elk Grove Florin Rd, Elk Grove, CA 95624
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 Missouri ("UM").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/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
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1820386
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt250802
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt321207
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0406586
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1820386
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt250802
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt321207
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/Desc0All members participate in formal recruitment training and formal recruitment that takes place over a number of days. As a result of their efforts 97 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0429
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01082447
IRS990/PYProgramServiceRevenueAmt01324293
IRS990/PYRevenuesLessExpensesAmt0242275
IRS990/PYTotalExpensesAmt01082447
IRS990/PYTotalRevenueAmt01324722
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-45351
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0454318
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0408967
IRS990/SavingsAndTempCashInvstGrp/BOYAmt073785
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0104372
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 Missouri ("UM").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 UM.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 UM.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at UM,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/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0454318
IRS990/TotalAssetsEOYAmt0408967
IRS990/TotalAssetsGrp/BOYAmt0454318
IRS990/TotalAssetsGrp/EOYAmt0408967
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01344840
IRS990/TotalGrossUBIAmt0508
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0454318
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0408967
IRS990/TotalProgramServiceRevenueAmt01298981
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01298981
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01299489
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0508
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0454318
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0408967
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0906 S Providence Road
IRS990/USAddress/CityNm0COLUMBIA
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd065201
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0https://mizzoualphaphi.org/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Hormell Zoe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OMICRON CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0430156670
ReturnHeader/Filer/PhoneNum09166877700
ReturnHeader/Filer/USAddress/AddressLine1Txt09717 ELK GROVE FLORIN RD UNIT B
ReturnHeader/Filer/USAddress/CityNm0ELK GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095624
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262848481
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SORORITY SOLUTIONS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09717 Elk Grove Florin Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Elk Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095624
ReturnHeader/PreparerPersonGrp/PhoneNum09166877700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE SPORTELLI
ReturnHeader/ReturnTs02020-10-09T11:17:24-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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.$0.54$0.00$0.54$2.22$2.19$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$1.92$1.87$0.05
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.00$0.45$1.96$1.89$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$0.96$0.94$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$1.18$1.22$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$1.30$1.34$0.05
2019Summary only. Only limited summary data is available for this year.$0.45$0.00$0.45$1.32$1.08$0.24
2018Summary only. Only limited summary data is available for this year.$0.21$0.00$0.21$1.34$1.23$0.11
2017Summary only. Only limited summary data is available for this year.$0.11$0.00$0.11$1.26$1.35$0.09
2016Summary only. Only limited summary data is available for this year.$0.20$0.00$0.20$1.40$1.35$0.06
2015Summary only. Only limited summary data is available for this year.$0.14$0.00$0.14$1.31$1.29$0.03
2014Summary only. Only limited summary data is available for this year.$0.11$0.00$0.11$1.30$1.29$0.01
2013Summary only. Only limited summary data is available for this year.$0.11$0.01$0.10$1.18$1.09$0.09
2012Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$0.26$0.26$0.00
2011Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$0.21$0.21$0.00