Civic Intelligence

Alpha Phi International Fraternity- Beta Mu Chapter

990 • Fiscal year 2015 • EIN 80-0246122

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 04, 2016

Organization ProfileWWW.ALPHAPHIALABAMA.COM
PO Box 1880Tuscaloosa, AL 35403-1880

(205) 348-6079

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.19x

Higher debt load relative to assets than 62% of similar nonprofits.

2015 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

43rd percentile

0.04x

Higher debt load relative to revenue than 43% of similar nonprofits.

2015 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2015

Net Margin

46th percentile

2.8%

Higher net margin than 46% of similar nonprofits.

2015 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

85th percentile

17%

Faster asset growth than 85% of similar nonprofits.

2015 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

29th percentile

-3.4%

Faster revenue growth than 29% of similar nonprofits.

2015 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$109,839

Up $15,606 (+17%) from 2014

Net Assets

Up

$88,902

Up $9,370 (+12%) from 2014

Liabilities

Up

$20,937

Up $6,236 (+42%) from 2014

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin46th percentile

Revenue

Down

$486,366

Down $16,979 (-3.4%) from 2014

Expenses

Up

$472,966

Up $11,887 (+2.6%) from 2014

Net Income

Down

$13,400

Down $28,866 (-68%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$800K$600K$400K$200K$0Assets 2011: $107,490Liabilities 2011: $8,361Net Assets 2011: $99,1292011Assets 2012: $30,754Liabilities 2012: $10,710Net Assets 2012: $20,0442012Assets 2013: $54,857Liabilities 2013: $17,591Net Assets 2013: $37,2662013Assets 2014: $94,233Liabilities 2014: $14,701Net Assets 2014: $79,5322014Assets 2015: $109,839Liabilities 2015: $20,937Net Assets 2015: $88,9022015Assets 2016: $88,850Liabilities 2016: $0Net Assets 2016: $88,8502016Assets 2017: $495,636Liabilities 2017: $0Net Assets 2017: $495,6362017Assets 2018: $135,650Liabilities 2018: $0Net Assets 2018: $135,6502018Assets 2019: $196,329Liabilities 2019: $0Net Assets 2019: $196,3292019Assets 2020: $362,427Liabilities 2020: $0Net Assets 2020: $362,4272020Assets 2021: $342,648Liabilities 2021: $0Net Assets 2021: $342,6482021Assets 2022: $421,200Liabilities 2022: $0Net Assets 2022: $421,2002022Assets 2023: $528,819Liabilities 2023: $0Net Assets 2023: $528,8192023Assets 2024: $632,406Liabilities 2024: $0Net Assets 2024: $632,4062024Assets 2025: $669,090Liabilities 2025: $0Net Assets 2025: $669,0902025

Highlighted filing

2015

Assets$109,839
Liabilities$20,937
Net Assets$88,902
Open 2015 Filing

Operations Trend

Revenue Growth29th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $486,963Expenses 2011: $485,264Net Income 2011: $1,6992011Revenue 2012: $508,361Expenses 2012: $587,446Net Income 2012: -$79,0852012Revenue 2013: $547,685Expenses 2013: $530,463Net Income 2013: $17,2222013Revenue 2014: $503,345Expenses 2014: $461,079Net Income 2014: $42,2662014Revenue 2015: $486,366Expenses 2015: $472,966Net Income 2015: $13,4002015Revenue 2016: $497,822Expenses 2016: $499,165Net Income 2016: -$1,3432016Revenue 2017: $957,882Expenses 2017: $551,096Net Income 2017: $406,7862017Revenue 2018: $3,086,939Expenses 2018: $3,446,925Net Income 2018: -$359,9862018Revenue 2019: $3,305,322Expenses 2019: $3,244,643Net Income 2019: $60,6792019Revenue 2020: $3,652,223Expenses 2020: $3,486,125Net Income 2020: $166,0982020Revenue 2021: $3,347,324Expenses 2021: $3,367,103Net Income 2021: -$19,7792021Revenue 2022: $3,656,233Expenses 2022: $3,577,681Net Income 2022: $78,5522022Revenue 2023: $4,081,198Expenses 2023: $3,963,770Net Income 2023: $117,4282023Revenue 2024: $4,357,039Expenses 2024: $4,253,452Net Income 2024: $103,5872024Revenue 2025: $4,587,660Expenses 2025: $4,550,976Net Income 2025: $36,6842025

Highlighted filing

2015

Revenue$486,366
Expenses$472,966
Net Income$13,400
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 4, 2016
Return Version
2014v6.0
Gross Receipts
$508,088
Mission and Program Overview

Mission

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

SOCIAL SORORITY

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$91,177$107,758▲ $16,581
Rtn Earn Endowment Incm Other Fnds$79,532$88,902▲ $9,370
Accounts Receivable$3,056$2,081▼ $975
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$94,233$109,839▲ $15,606
Liabilities
Deferred Revenue$14,665$20,739▲ $6,074
Accounts Payable and Accrued Expenses$36$198▲ $162
Total Liabilities$14,701$20,937▲ $6,236
Net Assets / Fund Balance
Total Net Assets Fund Balance$79,532$88,902▲ $9,370
Total Liabilities and Net Assets / Fund Balance$94,233$109,839▲ $15,606
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Shelby WellsPresident
Caitlin ElkoDirector of Administration
Joy SteadhamPanhellenic Delegate
Kiera MelanophyTreasurer
Kassandra PetkoVP Campus Relations
Julianna NealVP Chapter Operations
Madeline TrainorVP External Program Develo
Rachel LomaxVP Internal Program Develo
Reagan MitchellVP Marketing
Jaime GrimesVP Member Education
Katelanne WhiteheadVP Member Recruitment
Revenue and Support

Revenue Composition

Contributions and Grants
$373,566
Program Service Revenue
$130,700
Investment Income
$217
Other Revenue
$-18,117
All Other Contributions
$142
Change in Net Assets
$13,400
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$472,966
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
All Other Expenses---$126,111
Other Expenses---$61,310
Fees for Services Accounting---$11,009
Conferences and Meetings---$10,857
Office Expenses---$1,491
Total Functional Expenses$0$0$0$472,966
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$21,722
Fundraising Gross Income$3,605
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Section B, Line 11

“The organization's executive officers review the form 990 when it is completed and if any part of the return is in question, the executive officers contact the preparer to address those questions. Should any changes need to be made on the form, those questions are promptly made and the form is reprinted for the executive officers to review. After the form is reviewed and approved, the executive officer signs the return and it is mailed to the irs.”

Form 990, Part VI, Section C, Line 19

“All documents are available to the public between regular business hours upon request to the president or treasurer of the organiztion.”

Filing and Contact Details

Filer

Filer Name
Alpha Phi Fraternity Beta Mu Chapter
EIN
80-0246122
Phone
2053486079
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880

Signing Officer

Name
Kiera Melanophy
Title
Treasurer
Phone
2053486079
Signed
2016-02-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelby Wells
Formed
2007
Legal Domicile
Al
Voting Board Members
11
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Greek Resource Services Inc
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
John T Murdock
Phone
2057587754
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Other 22968. Bid day 20027. New member retreat 18106. Chapter programming 16421. Dues 14992. Parent's weekend 12329. Public relations 6743. Homecoming 6457. Composite 5887. Food & supplies 1363. Bad debts 818.”

FORM 990, PART XI, LINE 9:

“Transfer to house corporation -4030.”

Raw XML Appendix329 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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP EXTERNAL PROGRAM DEVELO
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP INTERNAL PROGRAM DEVELO
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP CHAPTER OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP MEMBER RECRUITMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP MEMBER EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP CAMPUS RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR OF ADMINISTRATION
IRS990/Form990PartVIISectionAGrp/TitleTxt10PANHELLENIC DELEGATE
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IRS990/MissionDesc0ALPHA PHI ASSISTS COLLEGE WOMEN IN MAKING INFORMED CHOICES TO REACH THEIR HIGHEST POTENTIAL. ALPHA PHI ENHANCES AND PROMOTES EACH MEMBER'S DEVELOPMENT AND LEARNING BY FOCUSING ON SISTERHOOD, SERVICE, SCHOLARSHIP, LEADERSHIP, LOYALTY AND CHARACTER DEVELOPMENT.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S EXECUTIVE OFFICERS REVIEW THE FORM 990 WHEN IT IS COMPLETED AND IF ANY PART OF THE RETURN IS IN QUESTION, THE EXECUTIVE OFFICERS CONTACT THE PREPARER TO ADDRESS THOSE QUESTIONS. SHOULD ANY CHANGES NEED TO BE MADE ON THE FORM, THOSE QUESTIONS ARE PROMPTLY MADE AND THE FORM IS REPRINTED FOR THE EXECUTIVE OFFICERS TO REVIEW. AFTER THE FORM IS REVIEWED AND APPROVED, THE EXECUTIVE OFFICER SIGNS THE RETURN AND IT IS MAILED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC BETWEEN REGULAR BUSINESS HOURS UPON REQUEST TO THE PRESIDENT OR TREASURER OF THE ORGANIZTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER 22968. BID DAY 20027. NEW MEMBER RETREAT 18106. CHAPTER PROGRAMMING 16421. DUES 14992. PARENT'S WEEKEND 12329. PUBLIC RELATIONS 6743. HOMECOMING 6457. COMPOSITE 5887. FOOD & SUPPLIES 1363. BAD DEBTS 818.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRANSFER TO HOUSE CORPORATION -4030.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt094233
IRS990/TotalAssetsEOYAmt0109839
IRS990/TotalAssetsGrp/BOYAmt094233
IRS990/TotalAssetsGrp/EOYAmt0109839
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0373566
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0472966
IRS990/TotalGrossUBIAmt0217
IRS990/TotalLiabilitiesBOYAmt014701
IRS990/TotalLiabilitiesEOYAmt020937
IRS990/TotalLiabilitiesGrp/BOYAmt014701
IRS990/TotalLiabilitiesGrp/EOYAmt020937
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt079532
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt088902
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0130700
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-18117
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0130700
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0486366
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0217
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt094233
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0109839
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1880
IRS990/USAddress/CityNm0TUSCALOOSA
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd0354031880
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.ALPHAPHIALABAMA.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIERA MELANOPHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02053486079
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI FRATERNITY BETA MU CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0800246122
ReturnHeader/Filer/PhoneNum02053486079
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/Filer/USAddress/CityNm0TUSCALOOSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0354031880
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631044933
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN T MURDOCK
ReturnHeader/ReturnTs02016-02-04T09:44:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$109,839
Liabilities
$20,937
Net assets
$88,902
Revenue
$486,366
Expenses
$472,966
Net income
$13,400
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$4.59$4.55$0.04
2024Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$4.36$4.25$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$4.08$3.96$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$3.66$3.58$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$3.35$3.37$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$3.65$3.49$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$3.31$3.24$0.06
2018Summary only. Only limited summary data is available for this year.$0.14$0.00$0.14$3.09$3.45$0.36
2017Summary only. Only limited summary data is available for this year.$0.50$0.00$0.50$0.96$0.55$0.41
2016Summary only. Only limited summary data is available for this year.$0.09$0.00$0.09$0.50$0.50$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.11$0.02$0.09$0.49$0.47$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.01$0.08$0.50$0.46$0.04
2013Summary only. Only limited summary data is available for this year.$0.05$0.02$0.04$0.55$0.53$0.02
2012Summary only. Only limited summary data is available for this year.$0.03$0.01$0.02$0.51$0.59$0.08
2011Summary only. Only limited summary data is available for this year.$0.11$0.01$0.10$0.49$0.49$0.00