Civic Intelligence

Alpha Phi International Fraternity Beta Zeta Chapter

990 • Fiscal year 2022 • EIN 82-0201410

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 30, 2022

3320 W Foster Ave 105Chicago, IL 60625

(847) 316-8977

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Net Margin

26th percentile

-3.4%

Higher net margin than 26% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Asset Growth

12th percentile

-11%

Faster asset growth than 12% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

54th percentile

12%

Faster revenue growth than 54% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Down

$139,924

Down $17,372 (-11%) from 2021

Net Assets

Down

$139,924

Down $17,372 (-11%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$504,749

Up $55,911 (+12%) from 2021

Expenses

Up

$522,121

Up $85,343 (+20%) from 2021

Net Income

Down

-$17,372

Down $29,432 (-244%) from 2021

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

2022

Assets$139,924
Liabilities$0
Net Assets$139,924

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

2022

Revenue$504,749
Expenses$522,121
Net Income-$17,372
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 30, 2022
Return Version
2021v4.0
Gross Receipts
$504,749
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$157,296$139,924▼ $17,372
Savings and Temporary Cash Investments$74,375$77,176▲ $2,801
Cash and Non-Interest-Bearing Accounts$82,921$62,748▼ $20,173
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$157,296$139,924▼ $17,372
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$157,296$139,924▼ $17,372
Total Liabilities and Net Assets / Fund Balance$157,296$139,924▼ $17,372
Compensation and Service Providers

Board Members and Trustees

NameTitle
Hawley RileyPresident
Elkin ReinaDirector of CHA
Collins MollyDirector of COM
Kearby OakleighExecutive Admin
Haener GiannaPanhellenic Del
Bridge LiliannaVP of Diversity
Roberds SydnieVP of Finance
Montgomery DylanVP of Health, W
Anderson JadenVP of Marketing
McGrath PhoebVP of Membershi
Knudson KarlyVP of New Membe
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$504,694
Investment Income
$55
Other Revenue
$0
Change in Net Assets
$-17,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$522,121
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---$447,015
Office Expenses---$16,643
All Other Expenses---$12,203
Conferences and Meetings---$10,066
Other Expenses---$5,235
Fees for Services Accounting---$3,660
Fees for Services Legal---$574
Total Functional Expenses$0$0$0$522,121
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 2: Description of Business or Family Relationship of Officers, Directors, Et

Megan Tribble the Chapter President and Kaitlin Kitchin VP of Finance & Housing are first cousins

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
8473168977
Address
3320 W FOSTER AVE 105, CHICAGO, IL 60625

Signing Officer

Name
Roberds Sydnie
Title
VP of Finance
Signed
2022-08-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hawley Riley
Formed
1928
Legal Domicile
Id
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Tammy Trujillo Ea
Address
9595 STABLEGATE RD, WILTON, CA 95693
Preparer
Tammy Trujillo
Phone
9166679499
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/TitleTxt6VP of Diversity
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Admin
IRS990/Form990PartVIISectionAGrp/TitleTxt8PANHELLENIC DEL
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1436631
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt214007
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3483
IRS990/ProgSrvcAccomActy2Grp/Desc0The Organization provided funding to the Panhellenic Organization which oversees all sorority activities on Campus. Their main function is to organize and manage member recruitment but they also enforce rules with respect to sorority and individual conduct. The Organization provides a delegate to serve on their Board of Dir.
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 23 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0118
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0436778
IRS990/PYProgramServiceRevenueAmt0448720
IRS990/PYRevenuesLessExpensesAmt012060
IRS990/PYTotalExpensesAmt0436778
IRS990/PYTotalRevenueAmt0448838
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-17372
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0157296
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0139924
IRS990/SavingsAndTempCashInvstGrp/BOYAmt074375
IRS990/SavingsAndTempCashInvstGrp/EOYAmt077176
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Megan Tribble the Chapter President and Kaitlin Kitchin VP of Finance & Housing are first cousins
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 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/ExplanationTxt2The organization provides its governing documents and financial statements to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The 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/ExplanationTxt4Members 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/ExplanationTxt5Members elect the Executive Board annually at a membership meeting.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART III, LINE 1 - ORGANIZATION MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, LINE 6 - EXPLANATION OF MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, LINE 7A - HOW MEMBERS OR SHAREHOLDERS ELECT GOVERNI
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0157296
IRS990/TotalAssetsEOYAmt0139924
IRS990/TotalAssetsGrp/BOYAmt0157296
IRS990/TotalAssetsGrp/EOYAmt0139924
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0522121
IRS990/TotalGrossUBIAmt055
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0157296
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0139924
IRS990/TotalProgramServiceRevenueAmt0504694
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0504694
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0504749
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt055
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0157296
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0139924
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Roberds Sydnie
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BETA ZETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0820201410
ReturnHeader/Filer/PhoneNum08473168977
ReturnHeader/Filer/USAddress/AddressLine1Txt03320 W FOSTER AVE 105
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060625
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832177268
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAMMY TRUJILLO EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09595 STABLEGATE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095693
ReturnHeader/PreparerPersonGrp/PhoneNum09166679499
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tammy Trujillo
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-08-30T13:25:00-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Roberds
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Sydnie
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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