Civic Intelligence

Alpha Phi Building Assn of Colorado

990 • Fiscal year 2021 • EIN 84-0003850

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 30, 2021

9717 Elk Grove Florin Rd 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

59th percentile

0.28x

Higher debt load relative to assets than 59% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

79th percentile

1.32x

Higher debt load relative to revenue than 79% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Net Margin

77th percentile

22%

Higher net margin than 77% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Asset Growth

36th percentile

1.1%

Faster asset growth than 36% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

48th percentile

12%

Faster revenue growth than 48% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Flat

$4,534,931

Flat from 2021

Net Assets

Flat

$3,249,248

Flat from 2021

Liabilities

Flat

$1,285,683

Flat from 2021

Revenue

Flat

$972,873

Flat from 2021

Expenses

Flat

$758,237

Flat from 2021

Net Income

Flat

$214,636

Flat from 2021

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,820,232Liabilities 2011: $1,587,184Net Assets 2011: $2,233,0482011Assets 2012: $3,861,627Liabilities 2012: $1,502,031Net Assets 2012: $2,359,5962012Assets 2013: $3,838,767Liabilities 2013: $2,350,049Net Assets 2013: $1,488,7182013Assets 2014: $3,936,562Liabilities 2014: $2,318,767Net Assets 2014: $1,617,7952014Assets 2015: $3,889,637Liabilities 2015: $2,271,300Net Assets 2015: $1,618,3372015Assets 2016: $4,225,440Liabilities 2016: $2,256,202Net Assets 2016: $1,969,2382016Assets 2017: $4,362,686Liabilities 2017: $2,204,228Net Assets 2017: $2,158,4582017Assets 2018: $4,211,635Liabilities 2018: $1,778,993Net Assets 2018: $2,432,6422018Assets 2019: $4,426,087Liabilities 2019: $1,619,130Net Assets 2019: $2,806,9572019Assets 2020: $4,487,536Liabilities 2020: $1,452,924Net Assets 2020: $3,034,6122020Assets 2021: $4,534,931Liabilities 2021: $1,285,683Net Assets 2021: $3,249,2482021Assets 2021: $4,534,931Liabilities 2021: $1,285,683Net Assets 2021: $3,249,2482021Assets 2022: $4,663,795Liabilities 2022: $1,075,812Net Assets 2022: $3,587,9832022Assets 2023: $4,814,764Liabilities 2023: $847,794Net Assets 2023: $3,966,9702023Assets 2024: $5,021,744Liabilities 2024: $657,207Net Assets 2024: $4,364,5372024Assets 2025: $5,522,511Liabilities 2025: $767,497Net Assets 2025: $4,755,0142025

Highlighted filing

2021

Assets$4,534,931
Liabilities$1,285,683
Net Assets$3,249,248

Operations Trend

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

$1.5M$1.0M$500K$0Expenses 2011: $606,6752011Expenses 2012: $522,2692012Expenses 2013: $548,1662013Revenue 2014: $789,263Expenses 2014: $556,648Net Income 2014: $232,6152014Revenue 2015: $784,839Expenses 2015: $605,396Net Income 2015: $179,4432015Revenue 2016: $1,008,038Expenses 2016: $657,137Net Income 2016: $350,9012016Revenue 2017: $862,862Expenses 2017: $673,642Net Income 2017: $189,2202017Revenue 2018: $931,792Expenses 2018: $657,608Net Income 2018: $274,1842018Revenue 2019: $1,030,977Expenses 2019: $656,662Net Income 2019: $374,3152019Revenue 2020: $871,317Expenses 2020: $643,662Net Income 2020: $227,6552020Revenue 2021: $972,873Expenses 2021: $758,237Net Income 2021: $214,6362021Revenue 2021: $972,873Expenses 2021: $758,237Net Income 2021: $214,6362021Revenue 2022: $1,159,219Expenses 2022: $820,484Net Income 2022: $338,7352022Revenue 2023: $1,275,398Expenses 2023: $896,411Net Income 2023: $378,9872023Revenue 2024: $1,315,156Expenses 2024: $917,589Net Income 2024: $397,5672024Revenue 2025: $1,416,643Expenses 2025: $1,026,166Net Income 2025: $390,4772025

Highlighted filing

2021

Revenue$972,873
Expenses$758,237
Net Income$214,636
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 30, 2021
Return Version
2020v4.0
Gross Receipts
$975,449
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,840,971$3,864,498▲ $23,527
Rtn Earn Endowment Incm Other Fnds$3,034,612$3,249,248▲ $214,636
Savings and Temporary Cash Investments$550,565$648,447▲ $97,882
Cash and Non-Interest-Bearing Accounts$12,812$19,486▲ $6,674
Accounts Receivable$3,130$0▼ $3,130
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,487,536$4,534,931▲ $47,395
Other Assets Total$80,058$2,500▼ $77,558
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,416,827$1,243,683▼ $173,144
Other Liabilities$36,000$42,000▲ $6,000
Accounts Payable and Accrued Expenses$97--
Total Liabilities$1,452,924$1,285,683▼ $167,241
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,034,612$3,249,248▲ $214,636
Total Liabilities and Net Assets / Fund Balance$4,487,536$4,534,931▲ $47,395

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,390,339$705,246$2,095,585
Land$1,608,171-$1,608,171
Leasehold Improvements$545,952$188,555$734,507
Other Land Buildings$320,036$279,234$599,270
Compensation and Service Providers

Board Members and Trustees

NameTitle
Billie BattiatoPresident
Camille GriffinBoard Member
Emma SeesBoard Member
Erin SpryBoard Member
Loren PalmerBoard Member
Lori TaylorBoard Member
Julia ScottTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$973,889
Investment Income
$-1,016
Other Revenue
$0
Change in Net Assets
$214,636
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$664,037
Salaries, Compensation, and Employee Benefits$94,200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion---$165,021
Other Salaries and Wages---$87,039
Other Expenses---$59,115
Interest---$52,920
Fees for Services Accounting---$13,611
Insurance---$11,701
Payroll Taxes---$7,161
All Other Expenses---$6,167
Advertising---$5,527
Information Technology---$3,890
Office Expenses---$2,608
Fees for Services Legal---$2,493
Total Functional Expenses$0$0$0$758,237
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)$42,000
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

A Board Member is the parent of another Board Member

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

All members of said Corporation shall be persons admitted to membership in the chapter (whether by formal initiation or formal affiliation as provided under the policies and procedures of The Fraternity) and such other members of the Fraternity who are so admitted, by a majority vote of the Board of Directors of the Corporation.Additionally members of this 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 the Fraternity;b.She shall have attained the age of majority under the laws in the state of Colorado.c.She shall have paid her house/chapter bond in full to her collegiate chapter and shall not be in default in any other payments to the Corporation or the Fraternity; andd.She shall have personally notified the secretary of the Corporation, in writing, of her desire to become a member and have furnished to the secretary a personal mailing address.

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

The form 990 is prepared by the Organizations bookkeeper. The return is sent to the Board Members for review. 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.

Filing and Contact Details

Filer

Filer Name
Alpha Phi Building Association
EIN
84-0003850
Phone
9166877700
Address
9717 Elk Grove Florin Rd B, Elk Grove, CA 95624

Signing Officer

Name
Billie Battiato
Title
President
Signed
2021-08-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Billie Battiato
Formed
1927
Legal Domicile
Co
Voting Board Members
7
Independent Board Members
6
Employees
3
Volunteers
7

Preparer

Firm
Sorority Solutions Inc
Address
9717 Elk Grove Florin Rd, Elk Grove, CA 95624
Preparer
Julie Sportelli
Phone
9166877700
Raw XML Appendix369 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/PYOtherRevenueAmt02000
IRS990/PYProgramServiceRevenueAmt0866101
IRS990/PYRevenuesLessExpensesAmt0227655
IRS990/PYSalariesCompEmpBnftPaidAmt0124397
IRS990/PYTotalExpensesAmt0643662
IRS990/PYTotalRevenueAmt0871317
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0214636
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03034612
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03249248
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0550565
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0648447
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01390339
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0705246
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02095585
IRS990ScheduleD/LandGrp/BookValueAmt01608171
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01608171
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0545952
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0188555
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0734507
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0320036
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0279234
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0599270
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt042000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Room Reservation Fee (Prepaid Rent)
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03864498
IRS990ScheduleD/TotalLiabilityAmt042000
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A Board Member is the parent of another Board Member
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All members of said Corporation shall be persons admitted to membership in the chapter (whether by formal initiation or formal affiliation as provided under the policies and procedures of The Fraternity) and such other members of the Fraternity who are so admitted, by a majority vote of the Board of Directors of the Corporation.Additionally members of this 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 the Fraternity;b.She shall have attained the age of majority under the laws in the state of Colorado.c.She shall have paid her house/chapter bond in full to her collegiate chapter and shall not be in default in any other payments to the Corporation or the Fraternity; andd.She shall have personally notified the secretary of the Corporation, in writing, of her desire to become a member and have furnished to the secretary a personal mailing address.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The form 990 is prepared by the Organizations bookkeeper. The return is sent to the Board Members for review. After this process is satisfied the return is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization provides its governing documents and financial statements to the public upon request.
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 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04487536
IRS990/TotalAssetsEOYAmt04534931
IRS990/TotalAssetsGrp/BOYAmt04487536
IRS990/TotalAssetsGrp/EOYAmt04534931
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0758237
IRS990/TotalGrossUBIAmt01560
IRS990/TotalLiabilitiesBOYAmt01452924
IRS990/TotalLiabilitiesEOYAmt01285683
IRS990/TotalLiabilitiesGrp/BOYAmt01452924
IRS990/TotalLiabilitiesGrp/EOYAmt01285683
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03034612
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03249248
IRS990/TotalProgramServiceRevenueAmt0973889
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0971313
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0972873
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt01560
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04487536
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04534931
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01015 15th St
IRS990/USAddress/CityNm0Boulder
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080302
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
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/PersonNm0Billie Battiato
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alpha Phi Building Association
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0of Colorado
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0840003850
ReturnHeader/Filer/PhoneNum09166877700
ReturnHeader/Filer/USAddress/AddressLine1Txt09717 Elk Grove Florin Rd 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/PreparerPersonNm0JULIE SPORTELLI
ReturnHeader/ReturnTs02021-09-03T12:21:24-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Billie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Battiato
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
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.52$0.77$4.76$1.42$1.03$0.39
2024Summary only. Only limited summary data is available for this year.$5.02$0.66$4.36$1.32$0.92$0.40
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.81$0.85$3.97$1.28$0.90$0.38
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.66$1.08$3.59$1.16$0.82$0.34
2021Detailed filing. Detailed filing data is available for this year.$4.53$1.29$3.25$0.97$0.76$0.21
2021Summary only. Only limited summary data is available for this year.$4.53$1.29$3.25$0.97$0.76$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.49$1.45$3.03$0.87$0.64$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.43$1.62$2.81$1.03$0.66$0.37
2018Summary only. Only limited summary data is available for this year.$4.21$1.78$2.43$0.93$0.66$0.27
2017Summary only. Only limited summary data is available for this year.$4.36$2.20$2.16$0.86$0.67$0.19
2016Summary only. Only limited summary data is available for this year.$4.23$2.26$1.97$1.01$0.66$0.35
2015Detailed filing. Detailed filing data is available for this year.$3.89$2.27$1.62$0.78$0.61$0.18
2014Detailed filing. Detailed filing data is available for this year.$3.94$2.32$1.62$0.79$0.56$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.84$2.35$1.49$0.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.86$1.50$2.36$0.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.82$1.59$2.23$0.61