Civic Intelligence

Alpha Kappa Delta Phi International Foundation

990EZ • Fiscal year 2019 • EIN 45-3663097

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

10945 South StCerritos, CA 90703

(562) 467-1124

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

58th percentile

7.0%

Higher net margin than 58% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

61st percentile

9.1%

Faster asset growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

55th percentile

4.0%

Faster revenue growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$101,731

Up $8,523 (+9.1%) from 2018

Net Assets

Up

$101,731

Up $8,523 (+9.1%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$121,525

Up $4,688 (+4.0%) from 2018

Expenses

Up

$113,002

Up $6,986 (+6.6%) from 2018

Net Income

Down

$8,523

Down $2,298 (-21%) 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 2012: $0Net Assets 2012: $02012Assets 2013: $0Net Assets 2013: $02013Assets 2014: $0Net Assets 2014: $02014Assets 2015: $38,021Liabilities 2015: $2,110Net Assets 2015: $35,9112015Assets 2016: $61,357Net Assets 2016: $61,3572016Assets 2017: $82,387Net Assets 2017: $82,3872017Assets 2018: $93,208Net Assets 2018: $93,2082018Assets 2019: $101,731Net Assets 2019: $101,7312019Assets 2020: $125,453Net Assets 2020: $125,4532020Assets 2021: $211,583Net Assets 2021: $211,5832021Assets 2022: $205,841Net Assets 2022: $205,8412022Assets 2023: $87,041Net Assets 2023: $87,0412023Assets 2024: $283,809Liabilities 2024: $0Net Assets 2024: $283,8092024

Highlighted filing

2019

Assets$101,731
Liabilities-
Net Assets$101,731

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $02012Revenue 2013: $02013Revenue 2014: $02014Revenue 2015: $41,431Expenses 2015: $5,520Net Income 2015: $35,9112015Revenue 2016: $119,496Expenses 2016: $94,050Net Income 2016: $25,4462016Revenue 2017: $122,371Expenses 2017: $101,341Net Income 2017: $21,0302017Revenue 2018: $116,837Expenses 2018: $106,016Net Income 2018: $10,8212018Revenue 2019: $121,525Expenses 2019: $113,002Net Income 2019: $8,5232019Revenue 2020: $111,545Expenses 2020: $87,823Net Income 2020: $23,7222020Revenue 2021: $97,733Expenses 2021: $11,603Net Income 2021: $86,1302021Revenue 2022: $3,703Expenses 2022: $9,445Net Income 2022: -$5,7422022Revenue 2023: $2,557Expenses 2023: $121,357Net Income 2023: -$118,8002023Revenue 2024: $285,800Expenses 2024: $89,032Net Income 2024: $196,7682024

Highlighted filing

2019

Revenue$121,525
Expenses$113,002
Net Income$8,523
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.0
Gross Receipts
$121,525
Mission and Program Overview

Mission

The Foundation's purpose is to promote leadership and scholarship for its members through educational programming, training, and disbursement of scholarships. Fundraisers will also help with operational costs of the organization's programs, scholarships, and traveling expenses of its volunteer based staff.

Program Services

DescriptionGrantsExpenses
In 2019, alpha Kappa Delta Phi International Foundation proudly awarded 6 scholarships.-$5,194
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen Dumlao LeePresident & CEO-$0--
Tram Alisa VoSecretary-$0--
Tram Alisa VoCFO-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Kappa Delta Phi International
EIN
45-3663097
Phone
5624671124
Address
10945 South St, Cerritos, CA 90703

Signing Officer

Name
Tram Alisa Vo
Title
CFO
Signed
2020-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Fagan & Fagan LLP
Address
10945 E South St 106-A, Cerritos, CA 90703
Preparer
Miki Roach
Phone
5624671124
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: Breast Cancer Research Foundation | Donee's Address: 28 West 44th Street, Suite 609 New York CA 10036 | Cash Amount Given: $100000

Other Expenses.1002

Office Expenses $94

Other Expenses.1005

Travel $1152

Other Expenses.1007

Conferences, Conventions, and Meetings $4346

Other Expenses.1

Fundraiser/Event Expense $1210

Other Expenses.2

Meals & Entertainment $71

Other Expenses.3

Filing Fees $25

Raw XML Appendix149 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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IRS990EZ/OtherExpensesTotalAmt06898
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05194
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0121525
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Breast Cancer Research Foundation | Donee's Address: 28 West 44th Street, Suite 609 New York CA 10036 | Cash Amount Given: $100000
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ReturnHeader/ReturnTs02020-11-11T11:58:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings