Civic Intelligence

Alpha Phi International Fraternity-

990 • Fiscal year 2021 • EIN 51-0214689

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 11, 2021

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

52nd percentile

0.00x

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

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

Liabilities / Revenue

52nd percentile

0.00x

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

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

Net Margin

42nd percentile

1.7%

Higher net margin than 42% of similar nonprofits.

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

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

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

Asset Growth

46th percentile

1.4%

Faster asset growth than 46% of similar nonprofits.

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

Revenue Growth

21st percentile

-28%

Faster revenue growth than 21% of similar nonprofits.

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

Assets

Up

$490,421

Up $6,739 (+1.4%) from 2020

Net Assets

Up

$490,421

Up $6,739 (+1.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$393,285

Down $153,645 (-28%) from 2020

Expenses

Down

$386,546

Down $91,474 (-19%) from 2020

Net Income

Down

$6,739

Down $62,171 (-90%) from 2020

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $182,078Liabilities 2011: $6,235Net Assets 2011: $175,8432011Assets 2012: $208,972Liabilities 2012: $8,118Net Assets 2012: $200,8542012Assets 2013: $216,442Liabilities 2013: $8,200Net Assets 2013: $208,2422013Assets 2014: $239,226Liabilities 2014: $9,100Net Assets 2014: $230,1262014Assets 2015: $296,167Liabilities 2015: $0Net Assets 2015: $296,1672015Assets 2016: $347,625Liabilities 2016: $0Net Assets 2016: $347,6252016Assets 2017: $369,628Liabilities 2017: $0Net Assets 2017: $369,6282017Assets 2018: $390,291Liabilities 2018: $0Net Assets 2018: $390,2912018Assets 2019: $414,772Liabilities 2019: $0Net Assets 2019: $414,7722019Assets 2020: $483,682Liabilities 2020: $0Net Assets 2020: $483,6822020Assets 2021: $490,421Liabilities 2021: $0Net Assets 2021: $490,4212021Assets 2022: $525,236Liabilities 2022: $0Net Assets 2022: $525,2362022Assets 2023: $607,444Liabilities 2023: $0Net Assets 2023: $607,4442023Assets 2024: $633,669Liabilities 2024: $0Net Assets 2024: $633,6692024Assets 2025: $726,859Liabilities 2025: $0Net Assets 2025: $726,8592025

Highlighted filing

2021

Assets$490,421
Liabilities$0
Net Assets$490,421

Operations Trend

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

$800K$600K$400K$200K$0Revenue 2011: $335,370Expenses 2011: $292,547Net Income 2011: $42,8232011Revenue 2012: $354,499Expenses 2012: $329,488Net Income 2012: $25,0112012Revenue 2013: $394,742Expenses 2013: $387,354Net Income 2013: $7,3882013Revenue 2014: $463,628Expenses 2014: $441,744Net Income 2014: $21,8842014Revenue 2015: $507,650Expenses 2015: $441,609Net Income 2015: $66,0412015Revenue 2016: $528,838Expenses 2016: $477,380Net Income 2016: $51,4582016Revenue 2017: $537,700Expenses 2017: $515,697Net Income 2017: $22,0032017Revenue 2018: $585,639Expenses 2018: $564,976Net Income 2018: $20,6632018Revenue 2019: $565,871Expenses 2019: $541,390Net Income 2019: $24,4812019Revenue 2020: $546,930Expenses 2020: $478,020Net Income 2020: $68,9102020Revenue 2021: $393,285Expenses 2021: $386,546Net Income 2021: $6,7392021Revenue 2022: $602,482Expenses 2022: $567,667Net Income 2022: $34,8152022Revenue 2023: $666,932Expenses 2023: $613,775Net Income 2023: $53,1572023Revenue 2024: $658,594Expenses 2024: $602,715Net Income 2024: $55,8792024Revenue 2025: $751,063Expenses 2025: $670,822Net Income 2025: $80,2412025

Highlighted filing

2021

Revenue$393,285
Expenses$386,546
Net Income$6,739
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 11, 2021
Return Version
2020v4.0
Gross Receipts
$393,285
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$483,682$490,421▲ $6,739
Savings and Temporary Cash Investments$239,361$268,693▲ $29,332
Cash and Non-Interest-Bearing Accounts$227,289$209,500▼ $17,789
Land, Buildings, and Equipment, Net$17,032$12,228▼ $4,804
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$483,682$490,421▲ $6,739
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$483,682$490,421▲ $6,739
Total Liabilities and Net Assets / Fund Balance$483,682$490,421▲ $6,739

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$12,228$40,580$52,808
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cusack DevonPresident
Miller MackenzieDirector Chap. Housi
VacantDirector Comm. Enga
Reitz CarolineExecutive Admin
Scocimara ChloePanhellenic Del
Tejan SallyanneVP of Diversity
Ciampa AudreyVP of Finance
Acquistapace LindseyVP of Health
Luna PaisleyVP of Marketing
McGrath ClaraVP of Mem. Recr
Childs LilaVP of New Memb.
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$392,904
Investment Income
$381
Other Revenue
$0
Change in Net Assets
$6,739
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$386,546
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---$287,401
Office Expenses---$16,213
All Other Expenses---$10,903
Fees for Services Accounting---$6,689
Other Expenses---$5,069
Depreciation Depletion---$4,804
Insurance---$3,772
Conferences and Meetings---$1,002
Fees for Services Legal---$10
Total Functional Expenses$0$0$0$386,546
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 SCU.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 SCU.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at SCU,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
51-0214689
Phone
9166877700
Address
9717 ELK GROVE FLORIN RD UNIT B, ELK GROVE, CA 95624

Signing Officer

Name
Ciampa Audrey
Title
VP of Finance
Signed
2021-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cusack Devon
Formed
1976
Legal Domicile
CA
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
Tammy Trujillo
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 Santa Clara University ("SCU").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/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1303527
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt234029
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3481
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt054867
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1303527
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt234029
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3481
IRS990/ProgSrvcAccomActy2Grp/Desc0The Organization held a formal event in the Spring season attended by all members and their guests.The formal event included transportation, dinner and dancing. The event encourages social interaction between members and continued membership with the Organization.
IRS990/ProgSrvcAccomActy3Grp/Desc0Purchased clothing to be worn by members. Members wearing Alpha Phi branded clothing markets the Organization to potential new members who attend the University. The wearing of branded attire also encourages non members to inquire about membership with the Organization.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt01337
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0478020
IRS990/PYProgramServiceRevenueAmt0545593
IRS990/PYRevenuesLessExpensesAmt068910
IRS990/PYTotalExpensesAmt0478020
IRS990/PYTotalRevenueAmt0546930
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt06739
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0483682
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0490421
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0239361
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0268693
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012228
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt040580
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt052808
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012228
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 Santa Clara University ("SCU").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 SCU.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 SCU.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at SCU,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/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0483682
IRS990/TotalAssetsEOYAmt0490421
IRS990/TotalAssetsGrp/BOYAmt0483682
IRS990/TotalAssetsGrp/EOYAmt0490421
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0386546
IRS990/TotalGrossUBIAmt0381
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0483682
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0490421
IRS990/TotalProgramServiceRevenueAmt0392904
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0392904
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0393285
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0381
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0483682
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0490421
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09717 ELK GROVE FLORIN RD UNIT B
IRS990/USAddress/CityNm0ELK GROVE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095624
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0https://www.scalphaphi.com/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ciampa Audrey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP of Finance
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ZETA GAMMA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0510214689
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/PreparerPersonNm0TAMMY TRUJILLO
ReturnHeader/ReturnTs02021-08-11T14:53:14-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ciampa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Audrey
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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.$7.27$0.00$7.27$7.51$6.71$0.80
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.34$0.00$6.34$6.59$6.03$0.56
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.07$0.00$6.07$6.67$6.14$0.53
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.25$0.00$5.25$6.02$5.68$0.35
2021Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$3.93$3.87$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.84$0.00$4.84$5.47$4.78$0.69
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.15$0.00$4.15$5.66$5.41$0.24
2018Summary only. Only limited summary data is available for this year.$3.90$0.00$3.90$5.86$5.65$0.21
2017Summary only. Only limited summary data is available for this year.$3.70$0.00$3.70$5.38$5.16$0.22
2016Summary only. Only limited summary data is available for this year.$3.48$0.00$3.48$5.29$4.77$0.51
2015Summary only. Only limited summary data is available for this year.$2.96$0.00$2.96$5.08$4.42$0.66
2014Summary only. Only limited summary data is available for this year.$2.39$0.09$2.30$4.64$4.42$0.22
2013Summary only. Only limited summary data is available for this year.$2.16$0.08$2.08$3.95$3.87$0.07
2012Summary only. Only limited summary data is available for this year.$2.09$0.08$2.01$3.54$3.29$0.25
2011Summary only. Only limited summary data is available for this year.$1.82$0.06$1.76$3.35$2.93$0.43