Civic Intelligence

Alpha Phi Association of Montana

990 • Fiscal year 2025 • EIN 81-6012676

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 17, 2025

Organization ProfileN/A
1985 S Josephine StDenver, CO 80210

(847) 475-0663

Siviq Scores

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

Liabilities / Assets

85th percentile

0.26x

Higher debt load relative to assets than 85% of similar nonprofits.

2025 filings • 501(c)7 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

89th percentile

0.41x

Higher debt load relative to revenue than 89% of similar nonprofits.

2025 filings • 501(c)7 • <$500k nonprofits • Source year 2025

Net Margin

83rd percentile

18%

Higher net margin than 83% of similar nonprofits.

2025 filings • 501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

2025 filings • 501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

2025 filings • 501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

63rd percentile

9.4%

Faster revenue growth than 63% of similar nonprofits.

2025 filings • 501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$497,911

Up $56,157 (+13%) from 2024

Net Assets

Up

$368,873

Up $56,854 (+18%) from 2024

Liabilities

Down

$129,038

Down $697 (-0.5%) from 2024

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin83rd percentile

Revenue

Up

$311,456

Up $26,722 (+9.4%) from 2024

Expenses

Down

$254,602

Down $27,568 (-9.8%) from 2024

Net Income

Up

$56,854

Up $54,290 (+2117%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$600K$400K$200K$0Assets 2011: $152,677Liabilities 2011: $161,4752011Assets 2012: $186,687Liabilities 2012: $161,351Net Assets 2012: $25,3362012Assets 2013: $215,681Liabilities 2013: $162,659Net Assets 2013: $53,0222013Assets 2014: $263,522Liabilities 2014: $158,831Net Assets 2014: $104,6912014Assets 2015: $311,708Liabilities 2015: $158,696Net Assets 2015: $153,0122015Assets 2016: $344,072Liabilities 2016: $156,056Net Assets 2016: $188,0162016Assets 2017: $384,401Liabilities 2017: $152,916Net Assets 2017: $231,4852017Assets 2018: $394,001Liabilities 2018: $139,211Net Assets 2018: $254,7902018Assets 2019: $433,307Liabilities 2019: $136,671Net Assets 2019: $296,6362019Assets 2020: $445,171Liabilities 2020: $133,982Net Assets 2020: $311,1892020Assets 2021: $420,876Liabilities 2021: $131,983Net Assets 2021: $288,8932021Assets 2022: $427,041Liabilities 2022: $132,782Net Assets 2022: $294,2592022Assets 2023: $436,711Liabilities 2023: $127,256Net Assets 2023: $309,4552023Assets 2024: $441,754Liabilities 2024: $129,735Net Assets 2024: $312,0192024Assets 2025: $497,911Liabilities 2025: $129,038Net Assets 2025: $368,8732025

Highlighted filing

2025

Assets$497,911
Liabilities$129,038
Net Assets$368,873
Open 2025 Filing

Operations Trend

Revenue Growth63rd percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $170,549Expenses 2011: $144,200Net Income 2011: $26,3492011Revenue 2012: $201,934Expenses 2012: $167,800Net Income 2012: $34,1342012Revenue 2013: $195,821Expenses 2013: $168,135Net Income 2013: $27,6862013Revenue 2014: $220,839Expenses 2014: $169,170Net Income 2014: $51,6692014Revenue 2015: $214,661Expenses 2015: $166,340Net Income 2015: $48,3212015Revenue 2016: $232,736Expenses 2016: $197,732Net Income 2016: $35,0042016Revenue 2017: $239,009Expenses 2017: $195,540Net Income 2017: $43,4692017Revenue 2018: $213,625Expenses 2018: $190,320Net Income 2018: $23,3052018Revenue 2019: $242,131Expenses 2019: $200,285Net Income 2019: $41,8462019Revenue 2020: $222,351Expenses 2020: $207,798Net Income 2020: $14,5532020Revenue 2021: $202,338Expenses 2021: $224,634Net Income 2021: -$22,2962021Revenue 2022: $238,932Expenses 2022: $233,566Net Income 2022: $5,3662022Revenue 2023: $235,424Expenses 2023: $220,228Net Income 2023: $15,1962023Revenue 2024: $284,734Expenses 2024: $282,170Net Income 2024: $2,5642024Revenue 2025: $311,456Expenses 2025: $254,602Net Income 2025: $56,8542025

Highlighted filing

2025

Revenue$311,456
Expenses$254,602
Net Income$56,854
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$313,051
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$312,019$368,873▲ $56,854
Land, Buildings, and Equipment, Net$200,127$194,561▼ $5,566
Savings and Temporary Cash Investments$109,162$158,094▲ $48,932
Cash and Non-Interest-Bearing Accounts$126,710$144,347▲ $17,637
Intangible Assets$805$512▼ $293
Prepaid Expenses and Deferred Charges-$397-
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-
Inventories for Sale or Use-$0-
Total Assets$441,754$497,911▲ $56,157
Other Assets Total$4,950$0▼ $4,950
Liabilities
Mortgage Notes Payable Secured by Investment Property$109,335$104,836▼ $4,499
Other Liabilities$20,400$23,800▲ $3,400
Accounts Payable and Accrued Expenses-$402-
Total Liabilities$129,735$129,038▼ $697
Net Assets / Fund Balance
Total Net Assets Fund Balance$312,019$368,873▲ $56,854
Total Liabilities and Net Assets / Fund Balance$441,754$497,911▲ $56,157

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$158,631$317,605$476,236
Other Land Buildings$35,930$219,239$255,169
Compensation and Service Providers
Top Officer Pay95th percentile

Board Members and Trustees

NameTitle
Leah AldridgePresident
Ellie EricksonBoard Member
Izzy ScieszkaBoard Member
Joele HaemmerleBoard Member
Amber HarrisSecretary
Monica GailesTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Gill Grilling CompanyLLCFood Service/Catering2416 Pebblebrook Ct, Davidsonville, MD 21035$129,609
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$310,815
Investment Income
$23
Other Revenue
$618
Change in Net Assets
$56,854
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$247,259
Salaries, Compensation, and Employee Benefits$7,343
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion---$19,634
Other Expenses---$19,425
Fees for Services Accounting---$13,167
Other Salaries and Wages---$6,629
Fees for Services Management---$5,375
All Other Expenses---$5,330
Interest---$4,353
Information Technology---$2,300
Insurance---$1,587
Travel---$1,457
Office Expenses---$880
Payroll Taxes---$714
Advertising---$111
Total Functional Expenses$0$0$0$254,602
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)$23,800
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

“Members of said 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 Alpha phi International Fraternity or a member of the local community with approval of the rest of the board;b.She shall have attained the age of majority under the laws in the State of Montana.c.She shall have paid her house/chapter bond in full to her collegiate chapter (if she is an Alpha Phi) and shall not be in default in any other payments to the Corporation. d.She shall have notified the secretary of the Corporation of her desire to become a member and have furnished to the secretary a personal mailing address.e. At the option of the corporation board of directors, other interested persons may be invited to membership or may serve in an advisory role.”

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
Alpha Phi Association of Montana
EIN
81-6012676
Phone
8474750663
Address
1985 S Josephine St, Denver, CO 80210

Signing Officer

Name
Monica Gailes
Title
Treasurer
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leah Aldridge
Formed
1922
Legal Domicile
Mt
Voting Board Members
6
Independent Board Members
3
Employees
3
Volunteers
6

Preparer

Firm
Adrienne P Gunderson CPA
Address
2751 S LOOP 336 W, Conroe, TX 77304
Preparer
Adrienne P Gunderson
Phone
8327646169
Raw XML Appendix360 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/PYTotalExpensesAmt0282170
IRS990/PYTotalRevenueAmt0284734
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt056854
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0618
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0312019
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0368873
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0109162
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0158094
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0158631
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0317605
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0476236
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt035930
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0219239
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0255169
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt023800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Room Reservation Fee (Prepaid Rent)
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0194561
IRS990ScheduleD/TotalLiabilityAmt023800
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members of said 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 Alpha phi International Fraternity or a member of the local community with approval of the rest of the board;b.She shall have attained the age of majority under the laws in the State of Montana.c.She shall have paid her house/chapter bond in full to her collegiate chapter (if she is an Alpha Phi) and shall not be in default in any other payments to the Corporation. d.She shall have notified the secretary of the Corporation of her desire to become a member and have furnished to the secretary a personal mailing address.e. At the option of the corporation board of directors, other interested persons may be invited to membership or may serve in an advisory role.
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0441754
IRS990/TotalAssetsEOYAmt0497911
IRS990/TotalAssetsGrp/BOYAmt0441754
IRS990/TotalAssetsGrp/EOYAmt0497911
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0254602
IRS990/TotalGrossUBIAmt0641
IRS990/TotalLiabilitiesBOYAmt0129735
IRS990/TotalLiabilitiesEOYAmt0129038
IRS990/TotalLiabilitiesGrp/BOYAmt0129735
IRS990/TotalLiabilitiesGrp/EOYAmt0129038
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0312019
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0368873
IRS990/TotalProgramServiceRevenueAmt0310815
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0310815
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0311456
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0641
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0441754
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0497911
IRS990/TravelGrp/TotalAmt01457
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01107 Gerald Ave
IRS990/USAddress/CityNm0Missoula
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059801
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Monica Gailes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alpha Phi Association of Montana
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0816012676
ReturnHeader/Filer/PhoneNum08474750663
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 P GUNDERSON 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 P Gunderson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-17T16:05:06-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$497,911
Liabilities
$129,038
Net assets
$368,873
Revenue
$311,456
Expenses
$254,602
Net income
$56,854
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.98$1.29$3.69$3.11$2.55$0.57
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.42$1.30$3.12$2.85$2.82$0.03
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.37$1.27$3.09$2.35$2.20$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.27$1.33$2.94$2.39$2.34$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.21$1.32$2.89$2.02$2.25$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$1.34$3.11$2.22$2.08$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$1.37$2.97$2.42$2.00$0.42
2018Summary only. Only limited summary data is available for this year.$3.94$1.39$2.55$2.14$1.90$0.23
2017Summary only. Only limited summary data is available for this year.$3.84$1.53$2.31$2.39$1.96$0.43
2016Summary only. Only limited summary data is available for this year.$3.44$1.56$1.88$2.33$1.98$0.35
2015Summary only. Only limited summary data is available for this year.$3.12$1.59$1.53$2.15$1.66$0.48
2014Summary only. Only limited summary data is available for this year.$2.64$1.59$1.05$2.21$1.69$0.52
2013Summary only. Only limited summary data is available for this year.$2.16$1.63$0.53$1.96$1.68$0.28
2012Summary only. Only limited summary data is available for this year.$1.87$1.61$0.25$2.02$1.68$0.34
2011Summary only. Only limited summary data is available for this year.$1.53$1.61$1.71$1.44$0.26