Civic Intelligence

Theta Upsilon Chapter of Alpha Phi International Fraternity Inc House

990 • Fiscal year 2021 • EIN 68-0355207

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 22, 2021

Organization ProfileN/A
9717 Elk Grove Florin Rd 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

70th percentile

0.05x

Higher debt load relative to assets than 70% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

71st percentile

0.08x

Higher debt load relative to revenue than 71% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

64th percentile

13%

Higher net margin than 64% 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

59th percentile

7.2%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

36th percentile

-6.4%

Faster revenue growth than 36% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$479,241

Up $32,161 (+7.2%) from 2020

Net Assets

Up

$456,201

Up $40,381 (+9.7%) from 2020

Liabilities

Down

$23,040

Down $8,220 (-26%) from 2020

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin64th percentile

Revenue

Down

$304,126

Down $20,861 (-6.4%) from 2020

Expenses

Up

$263,745

Up $15,245 (+6.1%) from 2020

Net Income

Down

$40,381

Down $36,106 (-47%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2021

Assets$479,241
Liabilities$23,040
Net Assets$456,201
Open 2021 Filing

Operations Trend

Revenue Growth36th 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

2021

Revenue$304,126
Expenses$263,745
Net Income$40,381
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 22, 2021
Return Version
2020v4.0
Gross Receipts
$304,230
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$415,820$456,201▲ $40,381
Savings and Temporary Cash Investments$340,648$420,734▲ $80,086
Cash and Non-Interest-Bearing Accounts$40,448$31,342▼ $9,106
Accounts Receivable$28,410$0▼ $28,410
Land, Buildings, and Equipment, Net$37,574$27,165▼ $10,409
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$447,080$479,241▲ $32,161
Other Assets Total-$0-
Liabilities
Other Liabilities$31,110$23,040▼ $8,070
Accounts Payable and Accrued Expenses$150--
Total Liabilities$31,260$23,040▼ $8,220
Net Assets / Fund Balance
Total Net Assets Fund Balance$415,820$456,201▲ $40,381
Total Liabilities and Net Assets / Fund Balance$447,080$479,241▲ $32,161

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$24,676$69,716$94,392
Leasehold Improvements$2,489$311$2,800
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Michelle EnosPresident
Karen KimmelshueBoard Member
Madison HornBoard Member
Taylor SmithBoard Member
Rebecca RiordanSecretary
Whitney MoyerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$304,194
Investment Income
$-68
Other Revenue
$0
Change in Net Assets
$40,381
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$263,745
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---$143,536
Depreciation Depletion---$14,476
Other Expenses---$8,858
Insurance---$5,959
Fees for Services Accounting---$5,414
Office Expenses---$411
Total Functional Expenses$0$0$0$263,745
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)$21,840
Security Deposits$1,200
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 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, 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
9717 Elk Grove Florin Rd B, Elk Grove, CA 95624

Signing Officer

Name
Kary Huffman
Title
Incoming Treasurer
Signed
2021-10-22
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
9717 Elk Grove Florin Rd, Elk Grove, CA 95624
Preparer
Julie Sportelli
Phone
9166877700
Raw XML Appendix359 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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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt094392
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt021840
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Room Reservation Fee (Prepaid Rent)
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Security Deposits
IRS990ScheduleD/TotalBookValueLandBuildingsAmt027165
IRS990ScheduleD/TotalLiabilityAmt023040
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/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0447080
IRS990/TotalAssetsEOYAmt0479241
IRS990/TotalAssetsGrp/BOYAmt0447080
IRS990/TotalAssetsGrp/EOYAmt0479241
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0263745
IRS990/TotalGrossUBIAmt036
IRS990/TotalLiabilitiesBOYAmt031260
IRS990/TotalLiabilitiesEOYAmt023040
IRS990/TotalLiabilitiesGrp/BOYAmt031260
IRS990/TotalLiabilitiesGrp/EOYAmt023040
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0415820
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0456201
IRS990/TotalProgramServiceRevenueAmt0304194
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0304090
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0304126
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt036
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0447080
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0479241
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kary Huffman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Incoming Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-22
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/AddressLine1Txt09717 Elk Grove Florin Rd B
ReturnHeader/Filer/USAddress/CityNm0Elk Grove
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095624
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262848481
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SORORITY SOLUTIONS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09717 Elk Grove Florin Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Elk Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095624
ReturnHeader/PreparerPersonGrp/PhoneNum09166877700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE SPORTELLI
ReturnHeader/ReturnTs02021-10-22T17:06:57-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kary
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Huffman
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$479,241
Liabilities
$23,040
Net assets
$456,201
Revenue
$304,126
Expenses
$263,745
Net income
$40,381
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