Civic Intelligence

Alpha Phi International Fraternity-

990 • Fiscal year 2021 • EIN 77-0053780

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 04, 2021

9717 Elk Grove Florin Rd Unit 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

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

22nd percentile

-11%

Higher net margin than 22% 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

5th percentile

-52%

Faster asset growth than 5% of similar nonprofits.

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

Revenue Growth

16th percentile

-39%

Faster revenue growth than 16% of similar nonprofits.

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

Assets

Down

$50,215

Down $54,594 (-52%) from 2020

Net Assets

Down

$50,215

Down $54,594 (-52%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$475,288

Down $297,884 (-39%) from 2020

Expenses

Down

$529,882

Down $209,859 (-28%) from 2020

Net Income

Down

-$54,594

Down $88,025 (-263%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $74,715Liabilities 2011: $742Net Assets 2011: $73,9732011Assets 2012: $99,477Liabilities 2012: $0Net Assets 2012: $99,4772012Assets 2013: $50,013Liabilities 2013: $0Net Assets 2013: $50,0132013Assets 2014: $63,821Liabilities 2014: $0Net Assets 2014: $63,8212014Assets 2015: $97,594Liabilities 2015: $0Net Assets 2015: $97,5942015Assets 2016: $74,246Liabilities 2016: $0Net Assets 2016: $74,2462016Assets 2017: $49,516Liabilities 2017: $0Net Assets 2017: $49,5162017Assets 2018: $76,225Liabilities 2018: $0Net Assets 2018: $76,2252018Assets 2019: $71,378Liabilities 2019: $0Net Assets 2019: $71,3782019Assets 2020: $104,809Liabilities 2020: $0Net Assets 2020: $104,8092020Assets 2021: $50,215Liabilities 2021: $0Net Assets 2021: $50,2152021Assets 2022: $67,204Liabilities 2022: $0Net Assets 2022: $67,2042022Assets 2023: $61,988Liabilities 2023: $0Net Assets 2023: $61,9882023Assets 2024: $94,039Liabilities 2024: $0Net Assets 2024: $94,0392024Assets 2025: $115,676Liabilities 2025: $0Net Assets 2025: $115,6762025

Highlighted filing

2021

Assets$50,215
Liabilities$0
Net Assets$50,215

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $355,142Expenses 2011: $344,391Net Income 2011: $10,7512011Revenue 2012: $402,810Expenses 2012: $377,306Net Income 2012: $25,5042012Revenue 2013: $459,419Expenses 2013: $508,883Net Income 2013: -$49,4642013Revenue 2014: $533,897Expenses 2014: $520,089Net Income 2014: $13,8082014Revenue 2015: $529,889Expenses 2015: $496,116Net Income 2015: $33,7732015Revenue 2016: $669,993Expenses 2016: $693,341Net Income 2016: -$23,3482016Revenue 2017: $679,879Expenses 2017: $704,609Net Income 2017: -$24,7302017Revenue 2018: $709,293Expenses 2018: $682,584Net Income 2018: $26,7092018Revenue 2019: $715,981Expenses 2019: $720,828Net Income 2019: -$4,8472019Revenue 2020: $773,172Expenses 2020: $739,741Net Income 2020: $33,4312020Revenue 2021: $475,288Expenses 2021: $529,882Net Income 2021: -$54,5942021Revenue 2022: $564,989Expenses 2022: $548,000Net Income 2022: $16,9892022Revenue 2023: $713,915Expenses 2023: $719,131Net Income 2023: -$5,2162023Revenue 2024: $768,143Expenses 2024: $736,092Net Income 2024: $32,0512024Revenue 2025: $848,361Expenses 2025: $826,724Net Income 2025: $21,6372025

Highlighted filing

2021

Revenue$475,288
Expenses$529,882
Net Income-$54,594
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 4, 2021
Return Version
2020v4.0
Gross Receipts
$475,288
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$104,809$50,215▼ $54,594
Cash and Non-Interest-Bearing Accounts$50,701$37,523▼ $13,178
Savings and Temporary Cash Investments$54,108$12,692▼ $41,416
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$104,809$50,215▼ $54,594
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$104,809$50,215▼ $54,594
Total Liabilities and Net Assets / Fund Balance$104,809$50,215▼ $54,594
Compensation and Service Providers

Board Members and Trustees

NameTitle
O'Farrell EmmaPresident
Joseph AnnemarieDirector of CHA
VacantDirector of COM
Carlson KaylaExecutive Admin
MacLeod DevynPanhellenic Del
Le KateVP of Diversity
Bui TaylorVP of Finance
Lopez RylieVP of Health, W
Hall HannahVP of Marketing
Zaky MartinaVP of Membershi
Silva LillyVP of New Membe
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$475,204
Investment Income
$84
Other Revenue
$0
Change in Net Assets
$-54,594
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$529,882
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---$455,693
Office Expenses---$19,859
All Other Expenses---$7,236
Fees for Services Accounting---$4,652
Other Expenses---$3,634
Conferences and Meetings---$1,319
Total Functional Expenses$0$0$0$529,882
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The form 990 is prepared by the organization's bookkeeper. The return is sent to the Board Members for review and comment. After this process is satisfied, the return is filed.

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.

Form 990, Part VI, Line 6 - Explanation of Members

Members of the organization include initiated and uninitiated members of Alpha Phi who are full time students at SJSU.It is a private membership organization whose members are selected following a series of meetings, socials and interviews by existing members of the Fraternity at SJSU.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at SJSU,and have a sincere desire to contribute to the work of the Fraternity.

Form 990, Part VI, Line 7A - How Members or Shareholders Elect Governi

Members elect the Executive Board annually at a membership meeting.

Filing and Contact Details

Filer

Filer Name
Alpha Phi International Fraternity-
EIN
77-0053780
Phone
9166877700
Address
9717 ELK GROVE FLORIN RD UNIT B, ELK GROVE, CA 95624

Signing Officer

Name
Bui Taylor
Title
VP of Finance
Signed
2021-10-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
O'Farrell Emma
Formed
1948
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Sorority Solutions Inc
Address
9717 Elk Grove Florin Rd, Elk Grove, CA 95624
Preparer
Tammy Trujillo
Phone
9166877700
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1 - Organization Mission

The mission of the organization is to support its members in lifelong achievement. The organization is a sorority that operates on the campus of San Jose State University ("SJSU").It achieves its mission by providing opportunities for its members to achieve their goals and promote life long bonds. This includes the renting of a facility where members may live and meet, providing leadership opportunities, and providing programs that encourage personal growth and provide incentive for members to join and remain members of the organization.

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IRS990/Form990PartVIISectionAGrp/TitleTxt6VP of Diversity
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Admin
IRS990/Form990PartVIISectionAGrp/TitleTxt8PANHELLENIC DEL
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt218036
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3-24362
IRS990/ProgSrvcAccomActy2Grp/Desc0All members participate in formal recruitment training and formal recruitment that takes place over a number of days. As a result of their efforts 31 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.
IRS990/ProgSrvcAccomActy3Grp/Desc0Organization held event to congratulate seniors on their graduation from San Jose State University. This final event for the seniors encourages participation in the Organization as an alumni and promotes social interaction between members.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0261
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0739741
IRS990/PYProgramServiceRevenueAmt0772911
IRS990/PYRevenuesLessExpensesAmt033431
IRS990/PYTotalExpensesAmt0739741
IRS990/PYTotalRevenueAmt0773172
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-54594
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0104809
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt050215
IRS990/SavingsAndTempCashInvstGrp/BOYAmt054108
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012692
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The form 990 is prepared by the organization's bookkeeper. The return is sent to the Board Members for review and comment. After this process is satisfied, the return is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization provides its governing documents and financial statements to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The mission of the organization is to support its members in lifelong achievement. The organization is a sorority that operates on the campus of San Jose State University ("SJSU").It achieves its mission by providing opportunities for its members to achieve their goals and promote life long bonds. This includes the renting of a facility where members may live and meet, providing leadership opportunities, and providing programs that encourage personal growth and provide incentive for members to join and remain members of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Members of the organization include initiated and uninitiated members of Alpha Phi who are full time students at SJSU.It is a private membership organization whose members are selected following a series of meetings, socials and interviews by existing members of the Fraternity at SJSU.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at SJSU,and have a sincere desire to contribute to the work of the Fraternity.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Members elect the Executive Board annually at a membership meeting.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART III, LINE 1 - ORGANIZATION MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, LINE 6 - EXPLANATION OF MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, LINE 7A - HOW MEMBERS OR SHAREHOLDERS ELECT GOVERNI
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0104809
IRS990/TotalAssetsEOYAmt050215
IRS990/TotalAssetsGrp/BOYAmt0104809
IRS990/TotalAssetsGrp/EOYAmt050215
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0529882
IRS990/TotalGrossUBIAmt084
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0104809
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt050215
IRS990/TotalProgramServiceRevenueAmt0475204
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0475204
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0475288
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt084
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0104809
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt050215
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0210 S 10th St
IRS990/USAddress/CityNm0San Jose
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095112
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0https://www.sjsualphaphi.com/
IRS990/WhistleblowerPolicyInd0false
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/PersonNm0Bui Taylor
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BETA PSI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0770053780
ReturnHeader/Filer/PhoneNum09166877700
ReturnHeader/Filer/USAddress/AddressLine1Txt09717 ELK GROVE FLORIN RD UNIT 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/PreparerPersonNm0TAMMY TRUJILLO
ReturnHeader/ReturnTs02021-10-04T14:19:33-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bui
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Taylor
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$8.48$8.27$0.22
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$7.68$7.36$0.32
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.62$7.14$7.19$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$5.65$5.48$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$4.75$5.30$0.55
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$7.73$7.40$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$7.16$7.21$0.05
2018Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$7.09$6.83$0.27
2017Summary only. Only limited summary data is available for this year.$0.50$0.00$0.50$6.80$7.05$0.25
2016Summary only. Only limited summary data is available for this year.$0.74$0.00$0.74$6.70$6.93$0.23
2015Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$5.30$4.96$0.34
2014Summary only. Only limited summary data is available for this year.$0.64$0.00$0.64$5.34$5.20$0.14
2013Summary only. Only limited summary data is available for this year.$0.50$0.00$0.50$4.59$5.09$0.49
2012Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$4.03$3.77$0.26
2011Summary only. Only limited summary data is available for this year.$0.75$0.01$0.74$3.55$3.44$0.11