Civic Intelligence

Alpha Kappa Delta Phi International Foundation

990EZ • Fiscal year 2023 • EIN 45-3663097

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 05, 2024

Organization ProfileN/A
139 Quintara StreetSan Francisco, CA 94116

(708) 369-6242

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

1st percentile

-4646%

Higher net margin than 1% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

9th percentile

-58%

Faster asset growth than 9% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

18th percentile

-31%

Faster revenue growth than 18% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$87,041

Down $118,800 (-58%) from 2022

Net Assets

Down

$87,041

Down $118,800 (-58%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Down

$2,557

Down $1,146 (-31%) from 2022

Expenses

Up

$121,357

Up $111,912 (+1185%) from 2022

Net Income

Down

-$118,800

Down $113,058 (-1969%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

2023

Assets$87,041
Liabilities-
Net Assets$87,041
Open 2023 Filing

Operations Trend

Revenue Growth18th percentile

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

2023

Revenue$2,557
Expenses$121,357
Net Income-$118,800
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$2,557
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 2023, alpha Kappa Delta Phi International Foundation proudly awarded 15 scholarships and 4 grants.$113,925-
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen Dumlao LeeChairwoman-$0--
Ariel WangCOO-$0--
Am SangernCTO-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Kappa Delta Phi International
EIN
45-3663097
Phone
7083696242
Address
139 Quintara Street, San Francisco, CA 94116

Signing Officer

Name
Kathleen Dumlao Lee
Title
Chairwoman
Signed
2024-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Fagan & Fagan Llp
Address
18000 STUDEBAKER RD SUITE 700, CERRITOS, CA 90703
Preparer
Miki Roach CPA
Phone
5624671124
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.15

“| Donee's Name: BreastCancer.org | Donee's Address: 40 East Montgomery Ave, 4th Fl Ardmore PA 19003 | Cash Amount Given: $50000”

Grants and Similar Amounts Paid In Excess of $5,000.16

“| Donee's Name: SurvivingBreastCancer.org | Donee's Address: 5 Cedar St, Unit 1 Roxbury MA 02119 | Cash Amount Given: $25000”

Grants and Similar Amounts Paid In Excess of $5,000.17

“| Donee's Name: Young Survival Coalition | Donee's Address: 405 Lexington Ave, 26th Fl New York NY 10174 | Cash Amount Given: $15000”

Grants and Similar Amounts Paid In Excess of $5,000.18

“| Donee's Name: SHARE Cancer Support | Donee's Address: 165 West 46th St, Ste 712 New York NY 10036 | Cash Amount Given: $15000”

Other Expenses.1003

“Information Technology $734”

Other Expenses.1005

“Travel $854”

Other Expenses.1007

“Conferences, Conventions, and Meetings $750”

Other Expenses.1

“Late payment $44”

Raw XML Appendix153 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/PersonNm0Kathleen Dumlao Lee
IRS990EZ/BooksInCareOfDetail/PhoneNum07087899596
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02259 N Wayne Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Chicago
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060614
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0205841
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt087041
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02557
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-118800
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05050
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0205841
IRS990EZ/Form990TotalAssetsGrp/EOYAmt087041
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0113925
IRS990EZ/GrossReceiptsAmt02557
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0205841
IRS990EZ/NetAssetsOrFundBalancesEOYAmt087041
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0205841
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt087041
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kathleen Dumlao Lee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ariel Wang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Am Sangern
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairwoman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1COO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CTO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02382
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0In 2023, alpha Kappa Delta Phi International Foundation proudly awarded 15 scholarships and 4 grants.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0113925
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0121357
IRS990EZ/TotalRevenueAmt02557
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02557
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03703
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt097733
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0111545
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0121525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0337063
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0337063
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02557
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03703
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt097733
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0111545
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0121525
IRS990ScheduleA/Total509Grp/TotalAmt0337063
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02557
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03703
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt097733
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0111545
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0121525
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0337063
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: BreastCancer.org | Donee's Address: 40 East Montgomery Ave, 4th Fl Ardmore PA 19003 | Cash Amount Given: $50000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: SurvivingBreastCancer.org | Donee's Address: 5 Cedar St, Unit 1 Roxbury MA 02119 | Cash Amount Given: $25000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: Young Survival Coalition | Donee's Address: 405 Lexington Ave, 26th Fl New York NY 10174 | Cash Amount Given: $15000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Donee's Name: SHARE Cancer Support | Donee's Address: 165 West 46th St, Ste 712 New York NY 10036 | Cash Amount Given: $15000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Information Technology $734
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Travel $854
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Conferences, Conventions, and Meetings $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Late payment $44
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Grants and Similar Amounts Paid In Excess of $5,000.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.1
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathleen Dumlao Lee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairwoman
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alpha Kappa Delta Phi International
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0453663097
ReturnHeader/Filer/PhoneNum07083696242
ReturnHeader/Filer/USAddress/AddressLine1Txt0139 Quintara Street
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094116
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261593082
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FAGAN & FAGAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018000 STUDEBAKER RD SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CERRITOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090703
ReturnHeader/PreparerPersonGrp/PhoneNum05624671124
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Miki Roach CPA
ReturnHeader/ReturnTs02024-11-05T10:20:27-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,041
Liabilities
-
Net assets
$87,041
Revenue
$2,557
Expenses
$121,357
Net income
-$118,800
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$2.86$0.89$1.97
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.87$0.03$1.21$1.19
2022Detailed filing. Detailed filing data is available for this year.$2.06$2.06$0.04$0.09$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.12$2.12$0.98$0.12$0.86
2020Detailed filing. Detailed filing data is available for this year.$1.25$1.25$1.12$0.88$0.24
2019Detailed filing. Detailed filing data is available for this year.$1.02$1.02$1.22$1.13$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.93$1.17$1.06$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.82$1.22$1.01$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.61$1.19$0.94$0.25
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.02$0.36$0.41$0.06$0.36
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits