Civic Intelligence

Alpha Phi International Fraternity-

990 • Fiscal year 2021 • EIN 84-1141474

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 10, 2021

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.

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

Liabilities / Revenue

10th percentile

0.00x

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

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

Net Margin

36th percentile

3.9%

Higher net margin than 36% 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

62nd percentile

7.5%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

18th percentile

-11%

Faster revenue growth than 18% of similar nonprofits.

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

Assets

Up

$776,644

Up $54,325 (+7.5%) from 2020

Net Assets

Up

$776,644

Up $54,325 (+7.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$1,389,476

Down $169,431 (-11%) from 2020

Expenses

Down

$1,335,151

Down $118,531 (-8.2%) from 2020

Net Income

Down

$54,325

Down $50,900 (-48%) from 2020

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

2021

Assets$776,644
Liabilities$0
Net Assets$776,644

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

2021

Revenue$1,389,476
Expenses$1,335,151
Net Income$54,325
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 10, 2021
Return Version
2020v4.0
Gross Receipts
$1,389,476
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$722,319$776,644▲ $54,325
Cash and Non-Interest-Bearing Accounts$562,049$616,119▲ $54,070
Savings and Temporary Cash Investments$160,270$160,525▲ $255
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$722,319$776,644▲ $54,325
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$722,319$776,644▲ $54,325
Total Liabilities and Net Assets / Fund Balance$722,319$776,644▲ $54,325
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sees EmmaPresident
McCannon JordanDirector of CHA
Villalobos KoralDirector of COM
Grippa NicoleExecutive Admin
Chadwick GracePanhellenic Del
Bayani AlexisVP of Diversity
Palmer LorenVP of Finance &
Baker AdrielleVP of Health, W
Dzengelewski MaddiVP of Marketing
Osman CalaisVP of Membershi
Boyer GeorgiaVP of New Membe
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,389,221
Investment Income
$255
Other Revenue
$0
Change in Net Assets
$54,325
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,335,151
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---$982,330
Other Expenses---$45,073
Office Expenses---$44,454
All Other Expenses---$38,669
Fees for Services Legal---$7,160
Fees for Services Accounting---$5,257
Conferences and Meetings---$3,034
Total Functional Expenses$0$0$0$1,335,151
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
Palmer Loren
Title
VP of Finance &
Signed
2021-09-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sees Emma
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
Tammy Trujillo
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/TitleTxt7Executive Admin
IRS990/Form990PartVIISectionAGrp/TitleTxt8PANHELLENIC DEL
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0370724
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1929952
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt266730
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt321815
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0370724
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1929952
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt266730
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt321815
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 137 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.
IRS990/ProgSrvcAccomActy3Grp/Desc0The Organization held a formal event in the Spring season attended by all members and their guests. The formal event included transportation, dinner and dancing. The event encourages social interaction between members and continued membership with the Organization.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0865
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01453682
IRS990/PYProgramServiceRevenueAmt01558042
IRS990/PYRevenuesLessExpensesAmt0105225
IRS990/PYTotalExpensesAmt01453682
IRS990/PYTotalRevenueAmt01558907
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt054325
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0722319
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0776644
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0160270
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0160525
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/TotalAssetsBOYAmt0722319
IRS990/TotalAssetsEOYAmt0776644
IRS990/TotalAssetsGrp/BOYAmt0722319
IRS990/TotalAssetsGrp/EOYAmt0776644
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01335151
IRS990/TotalGrossUBIAmt0255
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0722319
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0776644
IRS990/TotalProgramServiceRevenueAmt01389221
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01389221
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01389476
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0255
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0722319
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0776644
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/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/PersonNm0Palmer Loren
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP of Finance &
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-10
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/PreparerPersonNm0TAMMY TRUJILLO
ReturnHeader/ReturnTs02021-09-10T14:17:28-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Palmer
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Loren
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
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
2021Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$1.39$1.34$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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