Civic Intelligence

Theta Upsilon Chapter of Alpha Phi International Fraternity Inc House

990 • Fiscal year 2024 • EIN 68-0355207

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 05, 2024

Organization ProfileN/A
1985 S Josephine StDenver, CO 80210

(847) 316-8944

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.05x

Higher debt load relative to assets than 59% of similar nonprofits.

2024 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.07x

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

2024 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2024

Net Margin

61st percentile

10%

Higher net margin than 61% of similar nonprofits.

2024 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2024

Asset Growth

67th percentile

7.9%

Faster asset growth than 67% of similar nonprofits.

2024 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

6.1%

Faster revenue growth than 52% of similar nonprofits.

2024 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$517,425

Up $37,834 (+7.9%) from 2023

Net Assets

Up

$491,754

Up $35,113 (+7.7%) from 2023

Liabilities

Up

$25,671

Up $2,721 (+12%) from 2023

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin61st percentile

Revenue

Up

$350,936

Up $20,243 (+6.1%) from 2023

Expenses

Down

$315,823

Down $30,534 (-8.8%) from 2023

Net Income

Up

$35,113

Up $50,777 (+324%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2024

Assets$517,425
Liabilities$25,671
Net Assets$491,754
Open 2024 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

2024

Revenue$350,936
Expenses$315,823
Net Income$35,113
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$350,936
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$456,641$491,754▲ $35,113
Savings and Temporary Cash Investments$380,727$392,742▲ $12,015
Land, Buildings, and Equipment, Net$58,227$94,838▲ $36,611
Cash and Non-Interest-Bearing Accounts$34,621$29,845▼ $4,776
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$479,591$517,425▲ $37,834
Other Assets Total$6,016$0▼ $6,016
Liabilities
Other Liabilities$22,950$24,100▲ $1,150
Accounts Payable and Accrued Expenses-$1,571-
Total Liabilities$22,950$25,671▲ $2,721
Net Assets / Fund Balance
Total Net Assets Fund Balance$456,641$491,754▲ $35,113
Total Liabilities and Net Assets / Fund Balance$479,591$517,425▲ $37,834

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$24,554$76,118$100,672
Leasehold Improvements$70,284$3,468$73,752
Compensation and Service Providers
Top Officer Pay88th percentile

Board Members and Trustees

NameTitle
Leah AldridgePresident
Ava GoodingBoard Member
Francie PolinskiBoard Member
Karen KimmelshueBoard Member
Amber HarrisSecretary
Monica GailesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$350,640
Investment Income
$296
Other Revenue
$0
Change in Net Assets
$35,113
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$302,193
Salaries, Compensation, and Employee Benefits$13,630
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$143,207
Fees for Services Management---$14,385
Other Salaries and Wages---$12,339
Depreciation Depletion---$10,276
Fees for Services Accounting---$10,195
Insurance---$9,230
Other Expenses---$7,631
All Other Expenses---$3,893
Information Technology---$3,500
Office Expenses---$1,326
Payroll Taxes---$1,291
Travel---$448
Total Functional Expenses$0$0$0$315,823
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)$24,100
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
8473168944
Address
1985 S Josephine St, Denver, CO 80210

Signing Officer

Name
Monica Gailes
Title
Treasurer
Signed
2024-11-05
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 J Paris CPA
Address
2751 S Loop 336 W, Conroe, TX 77304
Preparer
Adrienne J Paris
Phone
8327646169
Raw XML Appendix351 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/BookValueAmt024554
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt076118
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0100672
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt024100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Room Reservation Fee (Prepaid Rent)
IRS990ScheduleD/TotalBookValueLandBuildingsAmt094838
IRS990ScheduleD/TotalLiabilityAmt024100
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/TotalAssetsBOYAmt0479591
IRS990/TotalAssetsEOYAmt0517425
IRS990/TotalAssetsGrp/BOYAmt0479591
IRS990/TotalAssetsGrp/EOYAmt0517425
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0315823
IRS990/TotalGrossUBIAmt0296
IRS990/TotalLiabilitiesBOYAmt022950
IRS990/TotalLiabilitiesEOYAmt025671
IRS990/TotalLiabilitiesGrp/BOYAmt022950
IRS990/TotalLiabilitiesGrp/EOYAmt025671
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0456641
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0491754
IRS990/TotalProgramServiceRevenueAmt0350640
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0350640
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0350936
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0296
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0479591
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0517425
IRS990/TravelGrp/TotalAmt0448
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Monica Gailes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
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/PhoneNum08473168944
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 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/ReturnTs02024-11-05T09:39:15-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$517,425
Liabilities
$25,671
Net assets
$491,754
Revenue
$350,936
Expenses
$315,823
Net income
$35,113
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