Civic Intelligence

Alpha Phi International Fraternity- Delta Zeta Chapter

990 • Fiscal year 2020 • EIN 52-0796043

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 10, 2020

9717 Elk Grove Florin Rd Suite 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

26th percentile

0.00x

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

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

26th percentile

0.00x

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

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Asset Growth

90th percentile

32%

Faster asset growth than 90% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

56th percentile

-5.4%

Faster revenue growth than 56% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$498,998

Up $121,401 (+32%) from 2019

Net Assets

Up

$498,998

Up $121,401 (+32%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$860,885

Down $48,964 (-5.4%) from 2019

Expenses

Down

$739,484

Down $108,526 (-13%) from 2019

Net Income

Up

$121,401

Up $59,562 (+96%) from 2019

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: $93,378Net Assets 2011: $93,3782011Assets 2012: $116,287Net Assets 2012: $116,2872012Assets 2013: $160,968Liabilities 2013: $0Net Assets 2013: $160,9682013Assets 2014: $202,761Liabilities 2014: $0Net Assets 2014: $202,7612014Assets 2015: $228,892Liabilities 2015: $0Net Assets 2015: $228,8922015Assets 2016: $252,434Liabilities 2016: $0Net Assets 2016: $252,4342016Assets 2017: $277,904Liabilities 2017: $0Net Assets 2017: $277,9042017Assets 2018: $315,758Liabilities 2018: $0Net Assets 2018: $315,7582018Assets 2019: $377,597Liabilities 2019: $0Net Assets 2019: $377,5972019Assets 2020: $498,998Liabilities 2020: $0Net Assets 2020: $498,9982020Assets 2021: $465,669Liabilities 2021: $0Net Assets 2021: $465,6692021Assets 2022: $507,472Liabilities 2022: $0Net Assets 2022: $507,4722022Assets 2023: $532,852Liabilities 2023: $0Net Assets 2023: $532,8522023Assets 2024: $575,100Liabilities 2024: $0Net Assets 2024: $575,1002024Assets 2025: $621,951Liabilities 2025: $0Net Assets 2025: $621,9512025

Highlighted filing

2020

Assets$498,998
Liabilities$0
Net Assets$498,998

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $134,011Expenses 2011: $86,911Net Income 2011: $47,1002011Revenue 2012: $153,494Expenses 2012: $130,585Net Income 2012: $22,9092012Expenses 2013: $632,8532013Revenue 2014: $722,017Expenses 2014: $680,224Net Income 2014: $41,7932014Revenue 2015: $794,904Expenses 2015: $768,773Net Income 2015: $26,1312015Revenue 2016: $796,873Expenses 2016: $773,331Net Income 2016: $23,5422016Revenue 2017: $810,705Expenses 2017: $785,235Net Income 2017: $25,4702017Revenue 2018: $860,042Expenses 2018: $822,188Net Income 2018: $37,8542018Revenue 2019: $909,849Expenses 2019: $848,010Net Income 2019: $61,8392019Revenue 2020: $860,885Expenses 2020: $739,484Net Income 2020: $121,4012020Revenue 2021: $442,596Expenses 2021: $475,925Net Income 2021: -$33,3292021Revenue 2022: $742,222Expenses 2022: $700,419Net Income 2022: $41,8032022Revenue 2023: $847,681Expenses 2023: $822,251Net Income 2023: $25,4302023Revenue 2024: $921,683Expenses 2024: $879,435Net Income 2024: $42,2482024Revenue 2025: $937,212Expenses 2025: $890,361Net Income 2025: $46,8512025

Highlighted filing

2020

Revenue$860,885
Expenses$739,484
Net Income$121,401
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 10, 2020
Return Version
2019v5.0
Gross Receipts
$860,885
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$377,597$498,998▲ $121,401
Cash and Non-Interest-Bearing Accounts$143,835$263,926▲ $120,091
Savings and Temporary Cash Investments$233,762$235,072▲ $1,310
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$377,597$498,998▲ $121,401
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$377,597$498,998▲ $121,401
Total Liabilities and Net Assets / Fund Balance$377,597$498,998▲ $121,401
Compensation and Service Providers

Board Members and Trustees

NameTitle
Fisher AbigailPresident
Eckenrode JayneDirector Academ
Pedrazzi CarlyDirector Alumna
Blecher DanielleExecutive Director
Casanova MirandaPanhellenic Del
Donahue BridgetVP Comm Relatio
Gillies KatelynVP Mem Recruit
Palumbo FionaVP Member Educ
Stern RachelVP of Finance
Gioioso KristenVP of Marketing
Toscano CathleenVP Risk Mangemt
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$859,575
Investment Income
$1,310
Other Revenue
$0
Change in Net Assets
$121,401
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$739,484
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---$597,317
All Other Expenses---$27,393
Office Expenses---$18,089
Other Expenses---$16,899
Conferences and Meetings---$3,542
Fees for Services Accounting---$360
Total Functional Expenses$0$0$0$739,484
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 UMD.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 UMD.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at UMD,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
52-0796043
Phone
9166877700
Address
9717 ELK GROVE FLORIN RD SUITE B, ELK GROVE, CA 95624

Signing Officer

Name
Stern Rachel
Title
VP of Finance
Signed
2020-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fisher Abigail
Formed
1961
Legal Domicile
Md
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

Client Note 1

Client Note 1 - FUNDS ARE SET ASIDE FOR MEMBERS TO ATTEND A LEADERSHIP CONFERENCE EVERY YEAR FOREDUCATIONAL PURPOSES. THE EXPENSE FOR THE LEADERSHIP CONFERENCE AVERAGES OVER$5000.00 IN THE FISCAL YEAR.

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 Maryland ("UMD").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/TitleTxt4VP MEM RECRUIT
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP OF MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP COMM RELATIO
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Dir.
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1590666
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt215124
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt383280
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0170505
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1590666
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt215124
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt383280
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 51 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0755
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0848010
IRS990/PYProgramServiceRevenueAmt0909094
IRS990/PYRevenuesLessExpensesAmt061839
IRS990/PYTotalExpensesAmt0848010
IRS990/PYTotalRevenueAmt0909849
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0121401
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0377597
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0498998
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0233762
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0235072
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - FUNDS ARE SET ASIDE FOR MEMBERS TO ATTEND A LEADERSHIP CONFERENCE EVERY YEAR FOREDUCATIONAL PURPOSES. THE EXPENSE FOR THE LEADERSHIP CONFERENCE AVERAGES OVER$5000.00 IN THE FISCAL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 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/ExplanationTxt2The organization provides its governing documents and financial statements to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The 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 Maryland ("UMD").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/ExplanationTxt4Members of the organization include initiated and uninitiated members of Alpha Phi who are full time students at UMD.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 UMD.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at UMD,and have a sincere desire to contribute to the work of the Fraternity.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Members elect the Executive Board annually at a membership meeting.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART III, LINE 1 - ORGANIZATION MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, LINE 6 - EXPLANATION OF MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 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/TotalAssetsBOYAmt0377597
IRS990/TotalAssetsEOYAmt0498998
IRS990/TotalAssetsGrp/BOYAmt0377597
IRS990/TotalAssetsGrp/EOYAmt0498998
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0739484
IRS990/TotalGrossUBIAmt01310
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0377597
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0498998
IRS990/TotalProgramServiceRevenueAmt0859575
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0859575
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0860885
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt01310
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0377597
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0498998
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07402 Princeton Avenue
IRS990/USAddress/CityNm0COLLEGE PARK
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd020740
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0https://www.marylandalphaphi.com/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stern Rachel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DELTA ZETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0520796043
ReturnHeader/Filer/PhoneNum09166877700
ReturnHeader/Filer/USAddress/AddressLine1Txt09717 ELK GROVE FLORIN RD SUITE 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/ReturnTs02020-11-06T07:50:35-08:00
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.$6.22$0.00$6.22$9.37$8.90$0.47
2024Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$9.22$8.79$0.42
2023Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$8.48$8.22$0.25
2022Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$7.42$7.00$0.42
2021Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$4.43$4.76$0.33
2020Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$8.61$7.39$1.21
2019Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$9.10$8.48$0.62
2018Summary only. Only limited summary data is available for this year.$3.16$0.00$3.16$8.60$8.22$0.38
2017Summary only. Only limited summary data is available for this year.$2.78$0.00$2.78$8.11$7.85$0.25
2016Summary only. Only limited summary data is available for this year.$2.52$0.00$2.52$7.97$7.73$0.24
2015Summary only. Only limited summary data is available for this year.$2.29$0.00$2.29$7.95$7.69$0.26
2014Summary only. Only limited summary data is available for this year.$2.03$0.00$2.03$7.22$6.80$0.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.00$1.61$6.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$1.16$1.53$1.31$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.93$1.34$0.87$0.47