Civic Intelligence

Alpha Phi International Fraternity Beta Zeta Chapter

990 • Fiscal year 2019 • EIN 82-0201410

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 30, 2019

PO Box 270Wilton, CA 95693

(916) 687-7700

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

25th percentile

0.00x

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

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Net Margin

52nd percentile

4.2%

Higher net margin than 52% of similar nonprofits.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Asset Growth

91st percentile

30%

Faster asset growth than 91% of similar nonprofits.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

38th percentile

-0.4%

Faster revenue growth than 38% of similar nonprofits.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$95,294

Up $21,933 (+30%) from 2018

Net Assets

Up

$95,294

Up $21,933 (+30%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$516,845

Down $1,827 (-0.4%) from 2018

Expenses

Down

$494,912

Down $26,850 (-5.1%) from 2018

Net Income

Up

$21,933

Up $25,023 (+810%) from 2018

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $19,229Net Assets 2011: $19,2292011Assets 2012: $26,942Net Assets 2012: $26,9422012Assets 2013: $27,909Liabilities 2013: $3,482Net Assets 2013: $24,4272013Assets 2014: $31,102Liabilities 2014: $0Net Assets 2014: $31,1022014Assets 2015: $48,197Liabilities 2015: $0Net Assets 2015: $48,1972015Assets 2016: $76,311Liabilities 2016: $0Net Assets 2016: $76,3112016Assets 2017: $76,451Liabilities 2017: $0Net Assets 2017: $76,4512017Assets 2018: $73,361Liabilities 2018: $0Net Assets 2018: $73,3612018Assets 2019: $95,294Liabilities 2019: $0Net Assets 2019: $95,2942019Assets 2020: $145,236Liabilities 2020: $0Net Assets 2020: $145,2362020Assets 2021: $157,296Liabilities 2021: $0Net Assets 2021: $157,2962021Assets 2022: $139,924Liabilities 2022: $0Net Assets 2022: $139,9242022Assets 2023: $158,766Liabilities 2023: $0Net Assets 2023: $158,7662023Assets 2024: $203,064Liabilities 2024: $0Net Assets 2024: $203,0642024Assets 2025: $243,551Liabilities 2025: $0Net Assets 2025: $243,5512025

Highlighted filing

2019

Assets$95,294
Liabilities$0
Net Assets$95,294

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $75,424Expenses 2011: $73,418Net Income 2011: $2,0062011Revenue 2012: $84,952Expenses 2012: $77,239Net Income 2012: $7,7132012Revenue 2013: $83,115Expenses 2013: $72,830Net Income 2013: $10,2852013Revenue 2014: $535,969Expenses 2014: $529,294Net Income 2014: $6,6752014Revenue 2015: $498,036Expenses 2015: $480,941Net Income 2015: $17,0952015Revenue 2016: $588,595Expenses 2016: $560,481Net Income 2016: $28,1142016Revenue 2017: $532,734Expenses 2017: $532,594Net Income 2017: $1402017Revenue 2018: $518,672Expenses 2018: $521,762Net Income 2018: -$3,0902018Revenue 2019: $516,845Expenses 2019: $494,912Net Income 2019: $21,9332019Revenue 2020: $471,055Expenses 2020: $421,113Net Income 2020: $49,9422020Revenue 2021: $448,838Expenses 2021: $436,778Net Income 2021: $12,0602021Revenue 2022: $504,749Expenses 2022: $522,121Net Income 2022: -$17,3722022Revenue 2023: $585,937Expenses 2023: $567,095Net Income 2023: $18,8422023Revenue 2024: $617,742Expenses 2024: $573,444Net Income 2024: $44,2982024Revenue 2025: $639,295Expenses 2025: $598,808Net Income 2025: $40,4872025

Highlighted filing

2019

Revenue$516,845
Expenses$494,912
Net Income$21,933
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 30, 2019
Return Version
2018v3.1
Gross Receipts
$516,845
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$73,361$95,294▲ $21,933
Savings and Temporary Cash Investments$53,534$73,847▲ $20,313
Cash and Non-Interest-Bearing Accounts$19,827$21,447▲ $1,620
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$73,361$95,294▲ $21,933
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$73,361$95,294▲ $21,933
Total Liabilities and Net Assets / Fund Balance$73,361$95,294▲ $21,933
Compensation and Service Providers

Board Members and Trustees

NameTitle
Hackett BriannaPresident
Trovato AshleyDirector Academ
Uhlenkott HaileyDirector Alumna
Potter TrystanExecutive Director
Coleman DaniellePanhellenic Del
Gough MayaVP Comm Relatio
Trumble SarahVP Mem Recruit
McClain KatieVP Member Educ
Walden AnnaVP of Finance
Gliege KatelynVP of Marketing
McKnight AbbeyVP Risk Mangemt
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$516,532
Investment Income
$313
Other Revenue
$0
Change in Net Assets
$21,933
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$494,912
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---$433,477
Office Expenses---$19,166
Conferences and Meetings---$8,480
All Other Expenses---$6,851
Other Expenses---$2,956
Fees for Services Accounting---$590
Total Functional Expenses$0$0$0$494,912
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
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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 UI.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 UI.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at UI,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
82-0201410
Phone
9166877700
Address
PO BOX 270, WILTON, CA 95693

Signing Officer

Name
Walden Anna
Title
VP of Finance
Signed
2019-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hackett Brianna
Formed
1928
Legal Domicile
Id
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Sorority Solutions Inc
Address
11708 GREEN ROAD, WILTON, CA 95693
Preparer
Julie Sportelli
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 University of Idaho ("UI").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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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
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IRS990/Form990PartVIISectionAGrp/TitleTxt2VP MEMBER EDUC
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP MEM RECRUIT
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP OF MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP COMM RELATIO
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt8PANHELLENIC DEL
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR ACADEM
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR ALUMNA
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1474217
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt214285
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3-543
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt028573
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1474217
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt214285
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3-543
IRS990/ProgSrvcAccomActy2Grp/Desc0Members of the Executive Board attend a Conference over a three day period to obtain training for their positions. The training teaches the Officers how to manage the Organization and provides them with networking opportunities as they meet other members from other Alpha Phi Chapters in their region.
IRS990/ProgSrvcAccomActy3Grp/Desc0All members participate in formal recruitment training and formal recruitment that takes place over a number of days. As a result of their efforts 27 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0206
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0521762
IRS990/PYProgramServiceRevenueAmt0518466
IRS990/PYRevenuesLessExpensesAmt0-3090
IRS990/PYTotalExpensesAmt0521762
IRS990/PYTotalRevenueAmt0518672
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt021933
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt073361
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt095294
IRS990/SavingsAndTempCashInvstGrp/BOYAmt053534
IRS990/SavingsAndTempCashInvstGrp/EOYAmt073847
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 University of Idaho ("UI").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 UI.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 UI.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at UI,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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt073361
IRS990/TotalAssetsEOYAmt095294
IRS990/TotalAssetsGrp/BOYAmt073361
IRS990/TotalAssetsGrp/EOYAmt095294
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0494912
IRS990/TotalGrossUBIAmt0313
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt073361
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt095294
IRS990/TotalProgramServiceRevenueAmt0516532
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0516532
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0516845
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0313
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt073361
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt095294
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0604 Elm St
IRS990/USAddress/CityNm0Moscow
IRS990/USAddress/StateAbbreviationCd0ID
IRS990/USAddress/ZIPCd083843
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0http://www.idahoalphaphi.com/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Walden Anna
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BETA ZETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0820201410
ReturnHeader/Filer/PhoneNum09166877700
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 270
ReturnHeader/Filer/USAddress/CityNm0WILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095693
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262848481
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SORORITY SOLUTIONS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011708 GREEN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095693
ReturnHeader/PreparerPersonGrp/PhoneNum09166877700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE SPORTELLI
ReturnHeader/ReturnTs02019-11-11T09:30:53-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$0.00$2.44$6.39$5.99$0.40
2024Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$6.18$5.73$0.44
2023Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$5.86$5.67$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$5.05$5.22$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$4.49$4.37$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$4.71$4.21$0.50
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$5.17$4.95$0.22
2018Summary only. Only limited summary data is available for this year.$0.73$0.00$0.73$5.19$5.22$0.03
2017Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$5.33$5.33$0.00
2016Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$5.89$5.60$0.28
2015Summary only. Only limited summary data is available for this year.$0.48$0.00$0.48$4.98$4.81$0.17
2014Summary only. Only limited summary data is available for this year.$0.31$0.00$0.31$5.36$5.29$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.03$0.24$0.83$0.73$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.27$0.85$0.77$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.19$0.75$0.73$0.02