Civic Intelligence

Alpha Phi International Fraternity-

990EZ • Fiscal year 2021 • EIN 52-1909505

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 19, 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

Score unavailable

No value available

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

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

21st percentile

-12%

Higher net margin than 21% 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

21st percentile

-10%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

13th percentile

-46%

Faster revenue growth than 13% of similar nonprofits.

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

Assets

Down

$56,448

Down $6,496 (-10%) from 2020

Net Assets

Down

$56,448

Down $6,496 (-10%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$53,713

Down $45,859 (-46%) from 2020

Expenses

Down

$60,209

Down $17,371 (-22%) from 2020

Net Income

Down

-$6,496

Down $28,488 (-130%) from 2020

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2014: $23,781Liabilities 2014: $02014Assets 2015: $18,924Liabilities 2015: $02015Assets 2016: $29,632Liabilities 2016: $02016Assets 2017: $31,696Liabilities 2017: $02017Assets 2018: $38,361Liabilities 2018: $02018Assets 2019: $40,952Net Assets 2019: $40,9522019Assets 2020: $62,944Net Assets 2020: $62,9442020Assets 2021: $56,448Net Assets 2021: $56,4482021Assets 2022: $58,414Net Assets 2022: $58,4142022Assets 2023: $65,727Net Assets 2023: $65,7272023Assets 2024: $72,110Net Assets 2024: $72,1102024Assets 2025: $81,736Net Assets 2025: $81,7362025

Highlighted filing

2021

Assets$56,448
Liabilities-
Net Assets$56,448

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2014: $95,100Expenses 2014: $100,881Net Income 2014: -$5,7812014Revenue 2015: $88,098Expenses 2015: $92,955Net Income 2015: -$4,8572015Revenue 2016: $94,729Expenses 2016: $84,021Net Income 2016: $10,7082016Revenue 2017: $104,917Expenses 2017: $102,853Net Income 2017: $2,0642017Revenue 2018: $102,046Expenses 2018: $95,381Net Income 2018: $6,6652018Revenue 2019: $115,387Expenses 2019: $112,796Net Income 2019: $2,5912019Revenue 2020: $99,572Expenses 2020: $77,580Net Income 2020: $21,9922020Revenue 2021: $53,713Expenses 2021: $60,209Net Income 2021: -$6,4962021Revenue 2022: $114,702Expenses 2022: $112,736Net Income 2022: $1,9662022Revenue 2023: $120,002Expenses 2023: $112,689Net Income 2023: $7,3132023Revenue 2024: $128,482Expenses 2024: $122,099Net Income 2024: $6,3832024Revenue 2025: $142,381Expenses 2025: $132,755Net Income 2025: $9,6262025

Highlighted filing

2021

Revenue$53,713
Expenses$60,209
Net Income-$6,496
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 19, 2021
Return Version
2020v4.0
Gross Receipts
$53,713
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Organization held event to congratulate seniors on their graduation from Boston University. This final event for the seniors encourages participation in the Organization as an alumni and promotes social interaction between members.--
All members participate in formal recruitment training and formal recruitment that takes place over a number of days. As a result of their efforts 34 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.--
All members of the Organization attended a Chapter Retreat which took place over a weekend. The retreat allows members to socialize and form bonds, promotes unity between members and improves the retention of existing members.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bear LaurenPresidentPT$0--
Harber LydiaVP Of Health, W-$0--
Hidalgo SofiaVP Of Membershi-$0--
Lueg IsabelleVP Of Finance-$0--
O'Brien JolieVP Of New Membe-$0--
Miller CharlieVP Of Marketing-$0--
Chao BiancaVP Of Diversity-$0--
Duffy AudreyExecutive Admin-$0--
Holtcamp JessicaPanhellenic Del-$0--
VacantDirector Of CHA-$0--
VACANTDirector Of COM-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Phi International Fraternity-
EIN
52-1909505
Phone
9166877700
Address
9717 ELK GROVE FLORIN RD UNIT B, ELK GROVE, CA 95624

Signing Officer

Name
Lueg Isabelle
Title
VP of Finance
Signed
2021-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Sorority Solutions Inc
Address
9717 Elk Grove Florin Rd, Elk Grove, CA 95624
Preparer
Tammy Trujillo
Phone
9166877700
Supplemental Narrative

Additional Explanations

Other Expenses.1

INTERNATIONAL $33902

Other Expenses.2

New member education & member $10074

Other Expenses.3

ADMINISTRATIVE $6607

Other Expenses.4

RECRUITMENT $4261

Other Expenses.5

Health,wellness & accountabili $2257

Other Expenses.6

MARKETING $669

Other Expenses.7

Diversity,equity & inclusion $481

Other Expenses.8

OTHER $288

Other Expenses.10

LEADERSHIP $-460

Raw XML Appendix158 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP of Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP of New Membe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP of Marketing
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt058079
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/EIN0521909505
ReturnHeader/Filer/PhoneNum09166877700
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09717 Elk Grove Florin Rd
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ReturnHeader/PreparerPersonGrp/PhoneNum09166877700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMMY TRUJILLO
ReturnHeader/ReturnTs02021-10-19T09:26:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lueg
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Isabelle
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings