Civic Intelligence

Alpha Phi International Fraternity-

990 • Fiscal year 2020 • EIN 84-1141474

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 05, 2020

9717 Elk Grove Florin Rd Unit 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

10th percentile

0.00x

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

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

10th percentile

0.00x

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

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Net Margin

57th percentile

6.7%

Higher net margin than 57% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Asset Growth

89th percentile

17%

Faster asset growth than 89% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

63rd percentile

-0.3%

Faster revenue growth than 63% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$722,319

Up $105,225 (+17%) from 2019

Net Assets

Up

$722,319

Up $105,225 (+17%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$1,558,907

Down $5,276 (-0.3%) from 2019

Expenses

Down

$1,453,682

Down $14,594 (-1.0%) from 2019

Net Income

Up

$105,225

Up $9,318 (+9.7%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $130,811Liabilities 2011: $02011Assets 2012: $153,709Liabilities 2012: $4622012Assets 2013: $237,975Liabilities 2013: $0Net Assets 2013: $237,9752013Assets 2014: $230,518Liabilities 2014: $0Net Assets 2014: $230,5182014Assets 2015: $411,515Liabilities 2015: $0Net Assets 2015: $411,5152015Assets 2016: $441,426Liabilities 2016: $0Net Assets 2016: $441,4262016Assets 2017: $437,199Liabilities 2017: $0Net Assets 2017: $437,1992017Assets 2018: $521,187Liabilities 2018: $0Net Assets 2018: $521,1872018Assets 2019: $617,094Liabilities 2019: $0Net Assets 2019: $617,0942019Assets 2020: $722,319Liabilities 2020: $0Net Assets 2020: $722,3192020Assets 2021: $776,644Liabilities 2021: $0Net Assets 2021: $776,6442021Assets 2022: $611,846Liabilities 2022: $0Net Assets 2022: $611,8462022Assets 2023: $631,473Liabilities 2023: $0Net Assets 2023: $631,4732023Assets 2024: $555,336Liabilities 2024: $0Net Assets 2024: $555,3362024Assets 2025: $634,955Liabilities 2025: $0Net Assets 2025: $634,9552025

Highlighted filing

2020

Assets$722,319
Liabilities$0
Net Assets$722,319

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $192,508Expenses 2011: $156,071Net Income 2011: $36,4372011Revenue 2012: $184,929Expenses 2012: $161,868Net Income 2012: $23,0612012Revenue 2013: $1,049,895Expenses 2013: $965,167Net Income 2013: $84,7282013Revenue 2014: $962,253Expenses 2014: $969,710Net Income 2014: -$7,4572014Revenue 2015: $1,288,980Expenses 2015: $1,107,983Net Income 2015: $180,9972015Revenue 2016: $1,219,197Expenses 2016: $1,189,286Net Income 2016: $29,9112016Revenue 2017: $1,275,522Expenses 2017: $1,279,749Net Income 2017: -$4,2272017Revenue 2018: $1,479,463Expenses 2018: $1,395,475Net Income 2018: $83,9882018Revenue 2019: $1,564,183Expenses 2019: $1,468,276Net Income 2019: $95,9072019Revenue 2020: $1,558,907Expenses 2020: $1,453,682Net Income 2020: $105,2252020Revenue 2021: $1,389,476Expenses 2021: $1,335,151Net Income 2021: $54,3252021Revenue 2022: $1,460,195Expenses 2022: $1,624,993Net Income 2022: -$164,7982022Revenue 2023: $1,802,136Expenses 2023: $1,782,509Net Income 2023: $19,6272023Revenue 2024: $1,835,653Expenses 2024: $1,911,790Net Income 2024: -$76,1372024Revenue 2025: $2,174,987Expenses 2025: $2,094,401Net Income 2025: $80,5862025

Highlighted filing

2020

Revenue$1,558,907
Expenses$1,453,682
Net Income$105,225
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 5, 2020
Return Version
2019v5.0
Gross Receipts
$1,558,907
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$617,094$722,319▲ $105,225
Cash and Non-Interest-Bearing Accounts$469,534$562,049▲ $92,515
Savings and Temporary Cash Investments$147,560$160,270▲ $12,710
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$617,094$722,319▲ $105,225
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$617,094$722,319▲ $105,225
Total Liabilities and Net Assets / Fund Balance$617,094$722,319▲ $105,225
Compensation and Service Providers

Board Members and Trustees

NameTitle
Stordahl CarleyPresident
Sees EmmaDirector Academ
Brase ElizabethDirector Alumna
Luse KathrynExecutive Director
Higham NataliePanhellenic Del
Smith CarliVP Comm Relatio
Gann MadisonVP Mem Recruit
Johnson AvaVP Member Educ
Clarke JulieVP of Finance
Tisdale AveryVP of Marketing
Cole JordynVP Risk Mangemt
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,558,042
Investment Income
$865
Other Revenue
$0
Change in Net Assets
$105,225
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,453,682
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---$1,037,895
All Other Expenses---$75,185
Office Expenses---$46,733
Other Expenses---$42,660
Conferences and Meetings---$6,246
Fees for Services Accounting---$4,610
Total Functional Expenses$0$0$0$1,453,682
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
No
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 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 UC Boulder.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 UC Boulder.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at UC Boulder,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
84-1141474
Phone
9166877700
Address
9717 ELK GROVE FLORIN RD UNIT B, ELK GROVE, CA 95624

Signing Officer

Name
Clarke Julie
Title
VP of Finance
Signed
2020-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stordahl Carley
Formed
1990
Legal Domicile
Co
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Sorority Solutions Inc
Address
9717 Elk Grove Florin Rd, Elk Grove, CA 95624
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 Colorado, Boulder ("UC Boulder").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/TitleTxt3VP OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP MEM RECRUIT
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IRS990/Form990PartVIISectionAGrp/TitleTxt6VP COMM RELATIO
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Dir.
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11079187
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt273614
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt321429
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0383812
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11079187
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt273614
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt321429
IRS990/ProgSrvcAccomActy2Grp/Desc0All members participate in formal recruitment training and formal recruitment that takes place over a number of days. As a result of their efforts 135 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.
IRS990/ProgSrvcAccomActy3Grp/Desc0Members organized a social event "Fall date dash", which is attended by members and their dates. The Event may include dinner and entertainment and is held at a local venue. The activity encourages social interaction between members and encourages continued membership in the organization.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0800
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01468276
IRS990/PYProgramServiceRevenueAmt01563383
IRS990/PYRevenuesLessExpensesAmt095907
IRS990/PYTotalExpensesAmt01468276
IRS990/PYTotalRevenueAmt01564183
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0105225
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0617094
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0722319
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0147560
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0160270
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 Colorado, Boulder ("UC Boulder").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 UC Boulder.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 UC Boulder.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at UC Boulder,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/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0617094
IRS990/TotalAssetsEOYAmt0722319
IRS990/TotalAssetsGrp/BOYAmt0617094
IRS990/TotalAssetsGrp/EOYAmt0722319
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01453682
IRS990/TotalGrossUBIAmt0865
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0617094
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0722319
IRS990/TotalProgramServiceRevenueAmt01558042
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01558042
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01558907
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0865
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0617094
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0722319
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01015 15TH STREET
IRS990/USAddress/CityNm0BOULDER
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080302
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0http://coloradoalphaphi.com/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Clarke Julie
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BETA GAMMA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0841141474
ReturnHeader/Filer/PhoneNum09166877700
ReturnHeader/Filer/USAddress/AddressLine1Txt09717 ELK GROVE FLORIN RD UNIT 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/ReturnTs02020-10-16T11:35:58-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.00$0.63$2.17$2.09$0.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$1.84$1.91$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.00$0.63$1.80$1.78$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$1.46$1.62$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$1.39$1.34$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$1.56$1.45$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.00$0.62$1.56$1.47$0.10
2018Summary only. Only limited summary data is available for this year.$0.52$0.00$0.52$1.48$1.40$0.08
2017Summary only. Only limited summary data is available for this year.$0.44$0.00$0.44$1.28$1.28$0.00
2016Summary only. Only limited summary data is available for this year.$0.44$0.00$0.44$1.22$1.19$0.03
2015Summary only. Only limited summary data is available for this year.$0.41$0.00$0.41$1.29$1.11$0.18
2014Summary only. Only limited summary data is available for this year.$0.23$0.00$0.23$0.96$0.97$0.01
2013Summary only. Only limited summary data is available for this year.$0.24$0.00$0.24$1.05$0.97$0.08
2012Summary only. Only limited summary data is available for this year.$0.15$0.00$0.18$0.16$0.02
2011Summary only. Only limited summary data is available for this year.$0.13$0.00$0.19$0.16$0.04