Civic Intelligence

Alpha Phi International Fraternity- Delta Zeta Chapter

990 • Fiscal year 2023 • EIN 52-0796043

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 27, 2023

3320 W Foster Ave 105Chicago, IL 60625

(847) 316-8925

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Net Margin

45th percentile

3.0%

Higher net margin than 45% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Asset Growth

60th percentile

5.0%

Faster asset growth than 60% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

65th percentile

14%

Faster revenue growth than 65% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$532,852

Up $25,380 (+5.0%) from 2022

Net Assets

Up

$532,852

Up $25,380 (+5.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$847,681

Up $105,459 (+14%) from 2022

Expenses

Up

$822,251

Up $121,832 (+17%) from 2022

Net Income

Down

$25,430

Down $16,373 (-39%) from 2022

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

2023

Assets$532,852
Liabilities$0
Net Assets$532,852

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

2023

Revenue$847,681
Expenses$822,251
Net Income$25,430
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 27, 2023
Return Version
2022v5.0
Gross Receipts
$847,681
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$507,472$532,852▲ $25,380
Savings and Temporary Cash Investments$235,618$275,355▲ $39,737
Cash and Non-Interest-Bearing Accounts$271,854$257,497▼ $14,357
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$507,472$532,852▲ $25,380
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$507,472$532,852▲ $25,380
Total Liabilities and Net Assets / Fund Balance$507,472$532,852▲ $25,380
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bongiorno SophiaPresident
Goldstein DaniDirector of CHA
VacantDirector of COM
Michaels AntoniaExecutive Admin
Kogon EvePanhellenic Del
Nichols MinaVP of Diversity
Logan EmilyVP of Finance
Devore EmilyVP of Health, W
Haims NoaVP of Marketing
Sheppard AbigailVP of Membershi
Goldan SoniaVP of New Membe
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$842,944
Investment Income
$4,737
Other Revenue
$0
Change in Net Assets
$25,430
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$821,951
Grants and Similar Amounts Paid$300
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$647,599
All Other Expenses---$28,485
Office Expenses---$17,934
Other Expenses---$16,076
Fees for Services Accounting---$388
Grants to Domestic Orgs---$300
Conferences and Meetings---$10
Fees for Services Legal---$10
Total Functional Expenses$0$0$0$822,251
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, Section B, Line 11B

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, Section C, Line 19

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
8473168925
Address
3320 W FOSTER AVE 105, CHICAGO, IL 60625

Signing Officer

Name
Logan Emily
Title
VP of Finance
Signed
2023-09-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bongiorno Sophia
Formed
1961
Legal Domicile
Md
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Tammy Trujillo EA
Address
310 Milazzo Court, El Dorado Hills, CA 95762
Preparer
Tammy Trujillo
Phone
5303508634
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Prior year change in fund balance due to back dated expense = -$50

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/TitleTxt7Executive Admin
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt29015
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31760
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0180618
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1651551
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt29015
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31760
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 30 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0171
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0700419
IRS990/PYProgramServiceRevenueAmt0742051
IRS990/PYRevenuesLessExpensesAmt041803
IRS990/PYTotalExpensesAmt0700419
IRS990/PYTotalRevenueAmt0742222
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt025430
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0507472
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0532852
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0235618
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0275355
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/ExplanationTxt2PRIOR YEAR CHANGE IN FUND BALANCE DUE TO BACK DATED EXPENSE = -$50
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/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 9
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/TotalAssetsBOYAmt0507472
IRS990/TotalAssetsEOYAmt0532852
IRS990/TotalAssetsGrp/BOYAmt0507472
IRS990/TotalAssetsGrp/EOYAmt0532852
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0822251
IRS990/TotalGrossUBIAmt04737
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0507472
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0532852
IRS990/TotalProgramServiceRevenueAmt0842944
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0842944
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0847681
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt04737
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0507472
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0532852
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Logan Emily
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP of Finance
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DELTA ZETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0520796043
ReturnHeader/Filer/PhoneNum08473168925
ReturnHeader/Filer/USAddress/AddressLine1Txt03320 W FOSTER AVE 105
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060625
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832177268
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tammy Trujillo EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0310 Milazzo Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Dorado Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095762
ReturnHeader/PreparerPersonGrp/PhoneNum05303508634
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tammy Trujillo
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-27T10:31:01-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Logan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Emily
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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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