Civic Intelligence

Theta Upsilon Chapter of Alpha Phi International Fraternity Inc House

990 • Fiscal year 2019 • EIN 68-0355207

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 01, 2019

Organization ProfileN/A
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

74th percentile

0.08x

Higher debt load relative to assets than 74% of similar nonprofits.

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

Liabilities / Revenue

76th percentile

0.10x

Higher debt load relative to revenue than 76% of similar nonprofits.

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

Net Margin

86th percentile

22%

Higher net margin than 86% 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

81st percentile

20%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

52nd percentile

1.0%

Faster revenue growth than 52% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$370,143

Up $60,708 (+20%) from 2018

Net Assets

Up

$339,333

Up $70,674 (+26%) from 2018

Liabilities

Down

$30,810

Down $9,966 (-24%) from 2018

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin86th percentile

Revenue

Up

$316,695

Up $3,137 (+1.0%) from 2018

Expenses

Down

$246,021

Down $13,522 (-5.2%) from 2018

Net Income

Up

$70,674

Up $16,659 (+31%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$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

2019

Assets$370,143
Liabilities$30,810
Net Assets$339,333
Open 2019 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$316,695
Expenses$246,021
Net Income$70,674
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 1, 2019
Return Version
2018v3.1
Gross Receipts
$317,489
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$268,659$339,333▲ $70,674
Savings and Temporary Cash Investments$180,329$294,375▲ $114,046
Land, Buildings, and Equipment, Net$44,819$46,837▲ $2,018
Cash and Non-Interest-Bearing Accounts$28,817$28,864▲ $47
Accounts Receivable$51,204$67▼ $51,137
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$309,435$370,143▲ $60,708
Other Assets Total$4,266$0▼ $4,266
Liabilities
Other Liabilities$31,244$30,810▼ $434
Unsecured Notes Loans Payable$9,532--
Total Liabilities$40,776$30,810▼ $9,966
Net Assets / Fund Balance
Total Net Assets Fund Balance$268,659$339,333▲ $70,674
Total Liabilities and Net Assets / Fund Balance$309,435$370,143▲ $60,708

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$46,837$42,368$89,205
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Michelle EnosPresident
Ashleigh BohlingBoard Member
Jaqueline VillalonBoard Member
Karen KimmelshueBoard Member
Rebecca RiordanSecretary
Whitney MoyerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$317,421
Investment Income
$-726
Other Revenue
$0
Change in Net Assets
$70,674
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$246,021
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---$136,209
Depreciation Depletion---$12,658
Other Expenses---$10,646
Insurance---$5,472
Fees for Services Accounting---$4,392
Office Expenses---$633
Conferences and Meetings---$178
Interest---$141
Total Functional Expenses$0$0$0$246,021
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)$20,610
Security Deposits$10,200
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 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, Line 6: Explanation of Classes of Members or Shareholder

“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, Line 11B: Form 990 Review Process

“The form 990 is prepared by the Organizations bookkeeper. The return is sent to the Board Members for review. After this process is satisfied the return is filed.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“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, Line 19: Other Organization Documents Publicly Available

“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
9166877700
Address
PO Box 270, Wilton, CA 95693

Signing Officer

Name
Whitney Moyer
Title
Treasurer
Signed
2019-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Enos
Formed
1996
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Sorority Solutions Inc
Address
11708 GREEN ROAD, WILTON, CA 95693
Preparer
Julie Sportelli
Phone
9166877700
Raw XML Appendix362 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/BOYAmt051204
IRS990/AccountsReceivableGrp/EOYAmt067
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Alpha Phi is a sisterhood of women supporting each other in lifelong achievement.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Julie Sportelli
IRS990/BooksInCareOfDetail/PhoneNum09166877700
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 270
IRS990/BooksInCareOfDetail/USAddress/CityNm0Wilton
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095693
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt028817
IRS990/CashNonInterestBearingGrp/EOYAmt028864
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt0178
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-726
IRS990/CYOtherExpensesAmt0246021
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0317421
IRS990/CYRevenuesLessExpensesAmt070674
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0246021
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0316695
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt012658
IRS990/Desc0The Organization provides housing and limited meals for approximately 30 members of a fraternity while they attend California State Univeristy, Chico. The Organization also provides a meeting place for all members which ranges from 130 to 150 women. The experience of living together, sharing meals and having a central meeting location promotes bonds between members and encourages social interaction
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt04392
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Ashleigh Bohling
IRS990/Form990PartVIISectionAGrp/PersonNm1Jaqueline Villalon
IRS990/Form990PartVIISectionAGrp/PersonNm2Karen Kimmelshue
IRS990/Form990PartVIISectionAGrp/PersonNm3Michelle Enos
IRS990/Form990PartVIISectionAGrp/PersonNm4Rebecca Riordan
IRS990/Form990PartVIISectionAGrp/PersonNm5Whitney Moyer
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0-794
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0317489
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt05472
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt0141
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt068
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt068
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt042368
IRS990/LandBldgEquipBasisNetGrp/BOYAmt044819
IRS990/LandBldgEquipBasisNetGrp/EOYAmt046837
IRS990/LandBldgEquipCostOrOtherBssAmt089205
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0794
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Provide 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0268659
IRS990/NetAssetsOrFundBalancesEOYAmt0339333
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-794
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-794
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0136209
IRS990/OfficeExpensesGrp/TotalAmt0633
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt04266
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Utilities
IRS990/OtherExpensesGrp/Desc1Repairs and Maintenance
IRS990/OtherExpensesGrp/Desc2Meals
IRS990/OtherExpensesGrp/TotalAmt041091
IRS990/OtherExpensesGrp/TotalAmt134601
IRS990/OtherExpensesGrp/TotalAmt210646
IRS990/OtherLiabilitiesGrp/BOYAmt031244
IRS990/OtherLiabilitiesGrp/EOYAmt030810
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Michelle Enos
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0721310
IRS990/ProgramServiceRevenueGrp/BusinessCd1721310
IRS990/ProgramServiceRevenueGrp/BusinessCd2721310
IRS990/ProgramServiceRevenueGrp/BusinessCd3721310
IRS990/ProgramServiceRevenueGrp/BusinessCd4721310
IRS990/ProgramServiceRevenueGrp/Desc0Damage/Key Income
IRS990/ProgramServiceRevenueGrp/Desc1House Bond
IRS990/ProgramServiceRevenueGrp/Desc2Parking
IRS990/ProgramServiceRevenueGrp/Desc3Parlor Fees
IRS990/ProgramServiceRevenueGrp/Desc4Rent and Meal Plan
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01430
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt115900
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2750
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt342613
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4256728
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01430
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115900
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt342613
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4256728
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt055
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0259543
IRS990/PYProgramServiceRevenueAmt0313503
IRS990/PYRevenuesLessExpensesAmt054015
IRS990/PYTotalExpensesAmt0259543
IRS990/PYTotalRevenueAmt0313558
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt070674
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0268659
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0339333
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0180329
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0294375
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt046837
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt042368
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt089205
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020610
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt110200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Room Reservation Fee (Prepaid Rent)
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Security Deposits
IRS990ScheduleD/TotalBookValueLandBuildingsAmt046837
IRS990ScheduleD/TotalLiabilityAmt030810
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 the Organizations bookkeeper. 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, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0309435
IRS990/TotalAssetsEOYAmt0370143
IRS990/TotalAssetsGrp/BOYAmt0309435
IRS990/TotalAssetsGrp/EOYAmt0370143
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0246021
IRS990/TotalGrossUBIAmt068
IRS990/TotalLiabilitiesBOYAmt040776
IRS990/TotalLiabilitiesEOYAmt030810
IRS990/TotalLiabilitiesGrp/BOYAmt040776
IRS990/TotalLiabilitiesGrp/EOYAmt030810
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0268659
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0339333
IRS990/TotalProgramServiceRevenueAmt0317421
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0316627
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0316695
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt068
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0309435
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0370143
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt09532
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0441 W 4th St
IRS990/USAddress/CityNm0Chico
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095928
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Whitney Moyer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-01
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/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/ReturnTs02019-11-04T11:26:59-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$370,143
Liabilities
$30,810
Net assets
$339,333
Revenue
$316,695
Expenses
$246,021
Net income
$70,674
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.21$0.44$4.77$3.81$3.96$0.15
2024Detailed filing. Detailed filing data is available for this year.$5.17$0.26$4.92$3.51$3.16$0.35
2023Detailed filing. Detailed filing data is available for this year.$4.80$0.23$4.57$3.31$3.46$0.16
2022Detailed filing. Detailed filing data is available for this year.$5.04$0.32$4.72$3.18$3.02$0.16
2021Detailed filing. Detailed filing data is available for this year.$4.79$0.23$4.56$3.04$2.64$0.40
2020Detailed filing. Detailed filing data is available for this year.$4.47$0.31$4.16$3.25$2.49$0.76
2019Detailed filing. Detailed filing data is available for this year.$3.70$0.31$3.39$3.17$2.46$0.71
2018Summary only. Only limited summary data is available for this year.$3.09$0.41$2.69$3.14$2.60$0.54
2017Summary only. Only limited summary data is available for this year.$2.63$0.49$2.15$2.91$2.26$0.65
2016Summary only. Only limited summary data is available for this year.$2.03$0.54$1.50$2.74$2.27$0.47
2015Detailed filing. Detailed filing data is available for this year.$1.70$0.68$1.02$0.53$1.89$1.37
2014Summary only. Only limited summary data is available for this year.$6.31$3.92$2.39$1.54$1.24$0.30