Civic Intelligence

Theta Upsilon Chapter of Alpha Phi International Fraternity Inc House

990 • Fiscal year 2022 • EIN 68-0355207

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 10, 2022

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

58th percentile

0.06x

Higher debt load relative to assets than 58% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

60th percentile

0.10x

Higher debt load relative to revenue than 60% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Net Margin

50th percentile

5.1%

Higher net margin than 50% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Asset Growth

63rd percentile

5.2%

Faster asset growth than 63% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

38th percentile

4.5%

Faster revenue growth than 38% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$504,105

Up $24,864 (+5.2%) from 2021

Net Assets

Up

$472,305

Up $16,104 (+3.5%) from 2021

Liabilities

Up

$31,800

Up $8,760 (+38%) from 2021

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin50th percentile

Revenue

Up

$317,819

Up $13,693 (+4.5%) from 2021

Expenses

Up

$301,715

Up $37,970 (+14%) from 2021

Net Income

Down

$16,104

Down $24,277 (-60%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2022

Assets$504,105
Liabilities$31,800
Net Assets$472,305
Open 2022 Filing

Operations Trend

Revenue Growth38th 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

2022

Revenue$317,819
Expenses$301,715
Net Income$16,104
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 10, 2022
Return Version
2021v4.1
Gross Receipts
$324,045
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$456,201$472,305▲ $16,104
Savings and Temporary Cash Investments$420,734$434,620▲ $13,886
Accounts Receivable-$31,204-
Land, Buildings, and Equipment, Net$27,165$23,287▼ $3,878
Cash and Non-Interest-Bearing Accounts$31,342$14,994▼ $16,348
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$479,241$504,105▲ $24,864
Other Assets Total-$0-
Liabilities
Other Liabilities$23,040$31,800▲ $8,760
Total Liabilities$23,040$31,800▲ $8,760
Net Assets / Fund Balance
Total Net Assets Fund Balance$456,201$472,305▲ $16,104
Total Liabilities and Net Assets / Fund Balance$479,241$504,105▲ $24,864

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$20,985$73,413$94,398
Leasehold Improvements$2,302$498$2,800
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
Anne RossPresident
Jamie DietzBoard Member
Karen KimmelshueBoard Member
Keva BredekBoard Member
Amber HarrisSecretary
Kary HuffmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$317,940
Investment Income
$-121
Other Revenue
$0
Change in Net Assets
$16,104
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$287,455
Salaries, Compensation, and Employee Benefits$14,260
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$142,596
Other Salaries and Wages---$12,761
Depreciation Depletion---$9,947
Insurance---$9,023
Fees for Services Accounting---$7,609
Other Expenses---$7,378
Payroll Taxes---$1,499
Fees for Services Management---$1,472
Office Expenses---$363
Total Functional Expenses$0$0$0$301,715
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)$22,500
Security Deposits$9,300
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
Treasurer
Signed
2022-11-10
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Adrienne J Paris CPA
Address
2751 S Loop 336 W, Conroe, TX 77304
Preparer
Adrienne J Paris
Phone
8327646169
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.

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IRS990/Form990PartVIISectionAGrp/PersonNm1Jamie Dietz
IRS990/Form990PartVIISectionAGrp/PersonNm2Karen Kimmelshue
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0498
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02800
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt020985
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt073413
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt094398
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt022500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt19300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Room Reservation Fee (Prepaid Rent)
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Security Deposits
IRS990ScheduleD/TotalBookValueLandBuildingsAmt023287
IRS990ScheduleD/TotalLiabilityAmt031800
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/TotalAssetsBOYAmt0479241
IRS990/TotalAssetsEOYAmt0504105
IRS990/TotalAssetsGrp/BOYAmt0479241
IRS990/TotalAssetsGrp/EOYAmt0504105
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0301715
IRS990/TotalGrossUBIAmt042
IRS990/TotalLiabilitiesBOYAmt023040
IRS990/TotalLiabilitiesEOYAmt031800
IRS990/TotalLiabilitiesGrp/BOYAmt023040
IRS990/TotalLiabilitiesGrp/EOYAmt031800
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0456201
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0472305
IRS990/TotalProgramServiceRevenueAmt0317940
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0317777
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0317819
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt042
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0479241
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0504105
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/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kary Huffman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
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/PreparerFirmEIN0853672698
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ADRIENNE J PARIS 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 J Paris
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-10T10:37:45-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kary
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Huffman
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$504,105
Liabilities
$31,800
Net assets
$472,305
Revenue
$317,819
Expenses
$301,715
Net income
$16,104
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