Civic Intelligence

Theta Upsilon Chapter of Alpha Phi

EIN 68-0355207 • 501(c)7 • Denver, CO

Profile

Provide for our members a safe, quality living environment that promotes academic excellence and individual and chapter success. We are committed to fiscal responsibility, operating with integrity , honoring tradition and demonstrating mutual respect in order to be the premier facility on each campus.

1985 S Josephine StDenver, CO 80210

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.09x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

64th percentile

0.12x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2025

Net Margin

26th percentile

-4.0%

Higher net margin than 26% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

43rd percentile

0.7%

Faster asset growth than 43% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

57th percentile

8.5%

Faster revenue growth than 57% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$521,155

Up $3,730 (+0.7%) from 2024

Liabilities

Up

$44,445

Up $18,774 (+73%) from 2024

Net Assets

Down

$476,710

Down $15,044 (-3.1%) from 2024

Revenue

Up

$380,844

Up $29,908 (+8.5%) from 2024

Expenses

Up

$395,888

Up $80,065 (+25%) from 2024

Net Income

Down

-$15,044

Down $50,157 (-143%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2014: $631,126Liabilities 2014: $392,164Net Assets 2014: $238,9622014Assets 2015: $170,445Liabilities 2015: $67,993Net Assets 2015: $102,4522015Assets 2016: $203,377Liabilities 2016: $53,795Net Assets 2016: $149,5822016Assets 2017: $263,478Liabilities 2017: $48,834Net Assets 2017: $214,6442017Assets 2018: $309,435Liabilities 2018: $40,776Net Assets 2018: $268,6592018Assets 2019: $370,143Liabilities 2019: $30,810Net Assets 2019: $339,3332019Assets 2020: $447,080Liabilities 2020: $31,260Net Assets 2020: $415,8202020Assets 2021: $479,241Liabilities 2021: $23,040Net Assets 2021: $456,2012021Assets 2022: $504,105Liabilities 2022: $31,800Net Assets 2022: $472,3052022Assets 2023: $479,591Liabilities 2023: $22,950Net Assets 2023: $456,6412023Assets 2024: $517,425Liabilities 2024: $25,671Net Assets 2024: $491,7542024Assets 2025: $521,155Liabilities 2025: $44,445Net Assets 2025: $476,7102025

Highlighted filing

2025

Assets$521,155
Liabilities$44,445
Net Assets$476,710

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2014: $154,119Expenses 2014: $123,957Net Income 2014: $30,1622014Revenue 2015: $52,655Expenses 2015: $189,165Net Income 2015: -$136,5102015Revenue 2016: $274,139Expenses 2016: $227,009Net Income 2016: $47,1302016Revenue 2017: $291,101Expenses 2017: $226,039Net Income 2017: $65,0622017Revenue 2018: $313,558Expenses 2018: $259,543Net Income 2018: $54,0152018Revenue 2019: $316,695Expenses 2019: $246,021Net Income 2019: $70,6742019Revenue 2020: $324,987Expenses 2020: $248,500Net Income 2020: $76,4872020Revenue 2021: $304,126Expenses 2021: $263,745Net Income 2021: $40,3812021Revenue 2022: $317,819Expenses 2022: $301,715Net Income 2022: $16,1042022Revenue 2023: $330,693Expenses 2023: $346,357Net Income 2023: -$15,6642023Revenue 2024: $350,936Expenses 2024: $315,823Net Income 2024: $35,1132024Revenue 2025: $380,844Expenses 2025: $395,888Net Income 2025: -$15,0442025

Highlighted filing

2025

Revenue$380,844
Expenses$395,888
Net Income-$15,044

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$380,844
Mission and Program Overview

Mission

Provide for our members a safe, quality living environment that promotes academic excellence and individual and chapter success. We are committed to fiscal responsibility, operating with integrity , honoring tradition and demonstrating mutual respect in order to be the premier facility on each campus.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$491,754$476,710▼ $15,044
Savings and Temporary Cash Investments$392,742$349,669▼ $43,073
Land, Buildings, and Equipment, Net$94,838$89,808▼ $5,030
Cash and Non-Interest-Bearing Accounts$29,845$38,579▲ $8,734
Prepaid Expenses and Deferred Charges-$2,138-
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$517,425$521,155▲ $3,730
Other Assets Total-$40,961-
Liabilities
Other Liabilities$24,100$30,000▲ $5,900
Accounts Payable and Accrued Expenses$1,571$14,445▲ $12,874
Total Liabilities$25,671$44,445▲ $18,774
Net Assets / Fund Balance
Total Net Assets Fund Balance$491,754$476,710▼ $15,044
Total Liabilities and Net Assets / Fund Balance$517,425$521,155▲ $3,730

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$22,291$83,014$105,305
Leasehold Improvements$67,517$6,235$73,752
Other Assets Org$40,961--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Leah AldridgePresident
Jenna HarrisBoard Member
Karen KimmelshueBoard Member
Lauren WojtkiewiczBoard Member
Amber HarrisSecretary
Monica GailesTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Wayne Cook AAA PropertiesLandlord/RentPO Box 4724, Chico, CA 95927$109,054
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$380,808
Investment Income
$36
Other Revenue
$0
Change in Net Assets
$-15,044
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$345,588
Grants and Similar Amounts Paid$42,622
Salaries, Compensation, and Employee Benefits$7,678
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$151,353
Grants to Domestic Orgs---$42,622
Fees for Services Management---$14,926
All Other Expenses---$11,635
Fees for Services Accounting---$11,013
Insurance---$10,153
Depreciation Depletion---$9,663
Other Expenses---$8,277
Other Salaries and Wages---$7,037
Information Technology---$2,400
Office Expenses---$940
Travel---$699
Payroll Taxes---$641
Advertising---$446
Total Functional Expenses$0$0$0$395,888
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
1872 Properties of Alpha PhiDenver, CO501c7Assistance with Loan Refinance$42,622
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Room Reservation Fee (Prepaid Rent)$30,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

All members of said Corporation shall be persons admitted to membership in the chapter (whether by formal initiation or formal affiliation as provided under the policies and procedures of The Fraternity) and such other members of the Fraternity who are so admitted, by a majority vote of the Board of Directors of the Corporation.Additionally members of this Corporation shall be limited to those persons who shall meet all of the following qualifications:a.She shall be a member in good standing with the Fraternity;b.She shall have attained the age of majority under the laws in the State of California.c.She shall have paid her house/chapter bond in full to her collegiate chapter and shall not be in default in any other payments to the Corporation or the Fraternity; andd.She shall have personally notified the Secretary of the Corporation, in writing, of her desire to become a member and have furnished to the Secretary a personal mailing address.

Form 990, Part VI, Section B, Line 11B

The form 990 is prepared by a certified public accountant. The return is sent to the Board Members for review. After this process is satisfied the return is filed.

Form 990, Part VI, Section B, Line 12C

At the Corporations annual meeting Board Members review the conflict of interest policy and include in the minutes their review and any potential conflicts.

Form 990, Part VI, Section C, Line 19

The Organization provides its governing documents and financial statements to the public upon request.

Filing and Contact Details

Filer

Filer Name
Theta Upsilon Chapter of Alpha Phi
EIN
68-0355207
Phone
8474750663
Address
1985 S Josephine St, Denver, CO 80210

Signing Officer

Name
Monica Gailes
Title
Treasurer
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leah Aldridge
Formed
1996
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
3
Employees
1
Volunteers
6

Preparer

Firm
Adrienne P Gunderson CPA
Address
2751 S LOOP 336 W, Conroe, TX 77304
Preparer
Adrienne P Gunderson
Phone
8327646169
Raw XML Appendix379 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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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0491754
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0476710
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0392742
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0349669
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt067517
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt06235
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt073752
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt040961
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Construction in Process
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt022291
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt083014
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0105305
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt030000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Room Reservation Fee (Prepaid Rent)
IRS990ScheduleD/TotalBookValueLandBuildingsAmt089808
IRS990ScheduleD/TotalBookValueOtherAssetsAmt040961
IRS990ScheduleD/TotalLiabilityAmt030000
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt042622
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c7
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Assistance with Loan Refinance
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt01872 Properties of Alpha Phi
IRS990ScheduleI/RecipientTable/RecipientEIN0680355207
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01985 S Josephine St
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Denver
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd080210
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0All members of said Corporation shall be persons admitted to membership in the chapter (whether by formal initiation or formal affiliation as provided under the policies and procedures of The Fraternity) and such other members of the Fraternity who are so admitted, by a majority vote of the Board of Directors of the Corporation.Additionally members of this Corporation shall be limited to those persons who shall meet all of the following qualifications:a.She shall be a member in good standing with the Fraternity;b.She shall have attained the age of majority under the laws in the State of California.c.She shall have paid her house/chapter bond in full to her collegiate chapter and shall not be in default in any other payments to the Corporation or the Fraternity; andd.She shall have personally notified the Secretary of the Corporation, in writing, of her desire to become a member and have furnished to the Secretary a personal mailing address.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The form 990 is prepared by a certified public accountant. The return is sent to the Board Members for review. After this process is satisfied the return is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2At the Corporations annual meeting Board Members review the conflict of interest policy and include in the minutes their review and any potential conflicts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization provides its governing documents and financial statements to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0517425
IRS990/TotalAssetsEOYAmt0521155
IRS990/TotalAssetsGrp/BOYAmt0517425
IRS990/TotalAssetsGrp/EOYAmt0521155
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0395888
IRS990/TotalGrossUBIAmt036
IRS990/TotalLiabilitiesBOYAmt025671
IRS990/TotalLiabilitiesEOYAmt044445
IRS990/TotalLiabilitiesGrp/BOYAmt025671
IRS990/TotalLiabilitiesGrp/EOYAmt044445
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0491754
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0476710
IRS990/TotalProgramServiceRevenueAmt0380808
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0380808
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0380844
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt036
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0517425
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0521155
IRS990/TravelGrp/TotalAmt0699
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0441 W 4th St
IRS990/USAddress/CityNm0Chico
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095928
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Monica Gailes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Theta Upsilon Chapter of Alpha Phi
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0International Fraternity Inc House Cor
ReturnHeader/Filer/BusinessNameControlTxt0THET
ReturnHeader/Filer/EIN0680355207
ReturnHeader/Filer/PhoneNum08474750663
ReturnHeader/Filer/USAddress/AddressLine1Txt01985 S Josephine St
ReturnHeader/Filer/USAddress/CityNm0Denver
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080210
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0853672698
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ADRIENNE P GUNDERSON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02751 S LOOP 336 W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Conroe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077304
ReturnHeader/PreparerPersonGrp/PhoneNum08327646169
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adrienne P Gunderson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-17T16:20:12-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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