Civic Intelligence

Alpha Phi International Fraternity- Zeta Omicron Chapter

990EZ • Fiscal year 2019 • EIN 52-1841554

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 09, 2019

PO Box 270Wilton, CA 95693

(916) 687-7700

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

67th percentile

8.5%

Higher net margin than 67% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Asset Growth

69th percentile

9.1%

Faster asset growth than 69% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

24th percentile

-12%

Faster revenue growth than 24% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$107,228

Up $8,986 (+9.1%) from 2018

Net Assets

$107,228

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$105,151

Down $14,093 (-12%) from 2018

Expenses

Down

$96,165

Down $19,485 (-17%) from 2018

Net Income

Up

$8,986

Up $5,392 (+150%) from 2018

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $53,195Liabilities 2012: $02012Assets 2013: $73,063Net Assets 2013: $73,0632013Assets 2014: $93,526Liabilities 2014: $02014Assets 2015: $91,652Liabilities 2015: $02015Assets 2016: $100,102Liabilities 2016: $02016Assets 2017: $94,648Liabilities 2017: $02017Assets 2018: $98,242Liabilities 2018: $02018Assets 2019: $107,228Net Assets 2019: $107,2282019Assets 2020: $132,584Net Assets 2020: $132,5842020Assets 2021: $126,114Net Assets 2021: $126,1142021Assets 2022: $122,904Net Assets 2022: $122,9042022Assets 2023: $121,532Net Assets 2023: $121,5322023Assets 2024: $117,418Net Assets 2024: $117,4182024Assets 2025: $119,874Net Assets 2025: $119,8742025

Highlighted filing

2019

Assets$107,228
Liabilities-
Net Assets$107,228

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $120,369Expenses 2012: $124,043Net Income 2012: -$3,6742012Revenue 2013: $117,748Expenses 2013: $97,880Net Income 2013: $19,8682013Revenue 2014: $142,255Expenses 2014: $121,792Net Income 2014: $20,4632014Revenue 2015: $131,196Expenses 2015: $133,070Net Income 2015: -$1,8742015Revenue 2016: $128,195Expenses 2016: $119,745Net Income 2016: $8,4502016Revenue 2017: $118,218Expenses 2017: $123,672Net Income 2017: -$5,4542017Revenue 2018: $119,244Expenses 2018: $115,650Net Income 2018: $3,5942018Revenue 2019: $105,151Expenses 2019: $96,165Net Income 2019: $8,9862019Revenue 2020: $98,730Expenses 2020: $73,374Net Income 2020: $25,3562020Revenue 2021: $46,050Expenses 2021: $52,520Net Income 2021: -$6,4702021Revenue 2022: $79,027Expenses 2022: $82,237Net Income 2022: -$3,2102022Revenue 2023: $63,723Expenses 2023: $65,095Net Income 2023: -$1,3722023Revenue 2024: $60,786Expenses 2024: $64,900Net Income 2024: -$4,1142024Revenue 2025: $82,351Expenses 2025: $79,895Net Income 2025: $2,4562025

Highlighted filing

2019

Revenue$105,151
Expenses$96,165
Net Income$8,986
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 9, 2019
Return Version
2018v3.1
Gross Receipts
$105,151
Mission and Program Overview

Mission

Alpha Phi is a sisterhood of women supporting each other in lifelong achievement.

Program Services

DescriptionGrantsExpenses
All members participate in formal recruitment training and formal recruitment that takes place over a number of days. As a result of their efforts 39 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.--
Members organized a social event "Spring date dash", which is attended by members and their dates. The Event may include dinner and entertainment and is held at a local venue. The activity encourages social interaction between members and encourages continued membership in the organization.--
Members of the Executive Board attend a Conference over a three day period to obtain training for their positions. The training teaches the Officers how to manage the Organization and provides them with networking opportunities as they meet other members from other Alpha Phi Chapters in their region.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hardebeck AllisonPresidentPT$0--
Kim NicolaVP Risk Mangemt-$0--
Perlman AddyVP Member Educ-$0--
Sargeantson AnnaVP Of Finance-$0--
Newbold KathrynVP Mem Recruit-$0--
Sheppell HaileyVP Of Marketing-$0--
Tyler KinseyVP Comm Relatio-$0--
Damron AlexandraExecutive Director-$0--
Guell MadeleinePanhellenic Del-$0--
Glaser ChristinaDirector Academ-$0--
Bukstel JillianDirector Alumna-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Phi International Fraternity-
EIN
52-1841554
Phone
9166877700
Address
PO BOX 270, WILTON, CA 95693

Signing Officer

Name
Sargeantson Anna
Title
VP of Finance
Signed
2019-09-09
Discuss with paid preparer
Yes

Preparer

Firm
Sorority Solutions Inc
Address
11708 GREEN ROAD, WILTON, CA 95693
Preparer
Julie Sportelli
Phone
9166877700
Supplemental Narrative

Additional Explanations

Other Expenses.1

INTERNATIONAL $22852

Other Expenses.2

Recruitment $20214

Other Expenses.3

Risk Management $19721

Other Expenses.4

ADMINISTRATIVE $10474

Other Expenses.5

Leadership $8980

Other Expenses.6

Community relations $4185

Other Expenses.7

Member ed and programming $3909

Other Expenses.8

MARKETING $3658

Raw XML Appendix148 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Alpha Phi Intl Zeta Omicron
IRS990EZ/BooksInCareOfDetail/PhoneNum02034518209
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt021 Dalebrook Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Phoenix
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021131
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt098242
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0107228
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt08986
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0275
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IRS990EZ/GrossReceiptsAmt0105151
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum01038
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt06630
IRS990EZ/InvestmentIncomeAmt0426
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0104725
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt098242
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0107228
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt098242
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0107228
IRS990EZ/OccupancyRentUtltsAndMaintAmt01867
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt103.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Hardebeck Allison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kim Nicola
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Perlman Addy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sargeantson Anna
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Newbold Kathryn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Sheppell Hailey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Tyler Kinsey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Damron Alexandra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Guell Madeleine
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Glaser Christina
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Bukstel Jillian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP RISK MANGEMT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP MEMBER EDUC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP MEM RECRUIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP COMM RELATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PANHELLENIC DEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR ACADEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR ALUMNA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt093993
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Alpha Phi is a sisterhood of women supporting each other in lifelong achievement.
IRS990EZ/PrintingPublicationsPostageAmt030
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0All members participate in formal recruitment training and formal recruitment that takes place over a number of days. As a result of their efforts 39 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Members organized a social event "Spring date dash", which is attended by members and their dates. The Event may include dinner and entertainment and is held at a local venue. The activity encourages social interaction between members and encourages continued membership in the organization.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Members of the Executive Board attend a Conference over a three day period to obtain training for their positions. The training teaches the Officers how to manage the Organization and provides them with networking opportunities as they meet other members from other Alpha Phi Chapters in their region.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt096165
IRS990EZ/TotalRevenueAmt0105151
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://johnshopkins.campuslabs.com/engage
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INTERNATIONAL $22852
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Recruitment $20214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Risk Management $19721
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMINISTRATIVE $10474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Leadership $8980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMUNITY RELATIONS $4185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBER ED AND PROGRAMMING $3909
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MARKETING $3658
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sargeantson Anna
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ZETA OMICRON CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0521841554
ReturnHeader/Filer/PhoneNum09166877700
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 270
ReturnHeader/Filer/USAddress/CityNm0WILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095693
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262848481
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SORORITY SOLUTIONS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011708 GREEN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095693
ReturnHeader/PreparerPersonGrp/PhoneNum09166877700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE SPORTELLI
ReturnHeader/ReturnTs02019-09-10T13:24:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.20$1.20$0.82$0.80$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.17$1.17$0.61$0.65$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.22$1.22$0.64$0.65$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.23$1.23$0.79$0.82$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.26$1.26$0.46$0.53$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.33$1.33$0.99$0.73$0.25
2019Detailed filing. Detailed filing data is available for this year.$1.07$1.07$1.05$0.96$0.09
2018Summary only. Only limited summary data is available for this year.$0.98$0.00$1.19$1.16$0.04
2017Summary only. Only limited summary data is available for this year.$0.95$0.00$1.18$1.24$0.05
2016Summary only. Only limited summary data is available for this year.$1.00$0.00$1.28$1.20$0.08
2015Summary only. Only limited summary data is available for this year.$0.92$0.00$1.31$1.33$0.02
2014Summary only. Only limited summary data is available for this year.$0.94$0.00$1.42$1.22$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.73$1.18$0.98$0.20
2012Summary only. Only limited summary data is available for this year.$0.53$0.00$1.20$1.24$0.04