Civic Intelligence

Alpha Phi International Fraternity- Delta Zeta Chapter

990 • Fiscal year 2021 • EIN 52-0796043

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 17, 2021

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

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

25th percentile

-7.5%

Higher net margin than 25% 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

26th percentile

-6.7%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

12th percentile

-49%

Faster revenue growth than 12% of similar nonprofits.

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

Assets

Down

$465,669

Down $33,329 (-6.7%) from 2020

Net Assets

Down

$465,669

Down $33,329 (-6.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$442,596

Down $418,289 (-49%) from 2020

Expenses

Down

$475,925

Down $263,559 (-36%) from 2020

Net Income

Down

-$33,329

Down $154,730 (-127%) 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: $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

2021

Assets$465,669
Liabilities$0
Net Assets$465,669

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

2021

Revenue$442,596
Expenses$475,925
Net Income-$33,329
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 17, 2021
Return Version
2020v4.0
Gross Receipts
$442,596
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$498,998$465,669▼ $33,329
Savings and Temporary Cash Investments$235,072$235,447▲ $375
Cash and Non-Interest-Bearing Accounts$263,926$230,222▼ $33,704
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$498,998$465,669▼ $33,329
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$498,998$465,669▼ $33,329
Total Liabilities and Net Assets / Fund Balance$498,998$465,669▼ $33,329
Compensation and Service Providers

Board Members and Trustees

NameTitle
Haworth JenniferPresident
McCord GraceDirector of CHA
Donahue BridgetDirector of COM
Blecher DanielleExecutive Admin
Gore CameronPanhellenic Del
Bakhtiarian LaraVP of Diversity
Paccioretti AlexisVP of Finance
Fitzpatrick LydiaVP of Health, W
Lombardo AlexisVP of Marketing
Barbiere JennaVP of Membershi
Masessa AngelaVP of New Membe
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$442,222
Investment Income
$374
Other Revenue
$0
Change in Net Assets
$-33,329
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$475,925
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---$381,682
Office Expenses---$10,691
All Other Expenses---$10,240
Other Expenses---$5,982
Conferences and Meetings---$1,666
Fees for Services Accounting---$480
Total Functional Expenses$0$0$0$475,925
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
Paccioretti Alexis
Title
VP of Finance
Signed
2021-08-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Haworth Jennifer
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
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 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/TitleTxt1VP of Health, W
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IRS990/Form990PartVIISectionAGrp/TitleTxt5VP of Marketing
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP of Diversity
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Admin
IRS990/Form990PartVIISectionAGrp/TitleTxt8Panhellenic Del
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Director of Com
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt211899
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3-37047
IRS990/ProgSrvcAccomActy2Grp/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/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 40 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt01310
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0739484
IRS990/PYProgramServiceRevenueAmt0859575
IRS990/PYRevenuesLessExpensesAmt0121401
IRS990/PYTotalExpensesAmt0739484
IRS990/PYTotalRevenueAmt0860885
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-33329
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0498998
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0465669
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0235072
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0235447
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 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/ExplanationTxt3Members 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/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/TotalAssetsBOYAmt0498998
IRS990/TotalAssetsEOYAmt0465669
IRS990/TotalAssetsGrp/BOYAmt0498998
IRS990/TotalAssetsGrp/EOYAmt0465669
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0475925
IRS990/TotalGrossUBIAmt0374
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0498998
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0465669
IRS990/TotalProgramServiceRevenueAmt0442222
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0442222
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0442596
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0374
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0498998
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0465669
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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/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/PersonNm0Paccioretti Alexis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP of Finance
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-17
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/PreparerPersonNm0TAMMY TRUJILLO
ReturnHeader/ReturnTs02021-08-17T13:43:12-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Paccioretti
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Alexis
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.$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
Peer Organizations

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