Civic Intelligence

Alpha Phi International Fraternity-

990 • Fiscal year 2019 • EIN 91-0123830

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 28, 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

10th percentile

0.00x

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

2019 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

10th percentile

0.00x

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

2019 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2019

Net Margin

47th percentile

2.6%

Higher net margin than 47% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2019 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2019

Asset Growth

90th percentile

17%

Faster asset growth than 90% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

54th percentile

3.3%

Faster revenue growth than 54% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$226,166

Up $32,321 (+17%) from 2018

Net Assets

Up

$226,166

Up $32,321 (+17%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$1,241,459

Up $39,406 (+3.3%) from 2018

Expenses

Up

$1,209,138

Up $27,865 (+2.4%) from 2018

Net Income

Up

$32,321

Up $11,541 (+56%) from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $72,470Liabilities 2011: $8,880Net Assets 2011: $63,5902011Assets 2012: $98,110Liabilities 2012: $8,500Net Assets 2012: $89,6102012Assets 2013: $113,388Liabilities 2013: $0Net Assets 2013: $113,3882013Assets 2014: $102,977Liabilities 2014: $0Net Assets 2014: $102,9772014Assets 2015: $115,558Liabilities 2015: $0Net Assets 2015: $115,5582015Assets 2016: $152,594Liabilities 2016: $0Net Assets 2016: $152,5942016Assets 2017: $173,065Liabilities 2017: $0Net Assets 2017: $173,0652017Assets 2018: $193,845Liabilities 2018: $0Net Assets 2018: $193,8452018Assets 2019: $226,166Liabilities 2019: $0Net Assets 2019: $226,1662019Assets 2020: $283,384Liabilities 2020: $0Net Assets 2020: $283,3842020Assets 2021: $301,728Liabilities 2021: $0Net Assets 2021: $301,7282021Assets 2022: $311,677Liabilities 2022: $0Net Assets 2022: $311,6772022Assets 2023: $313,883Liabilities 2023: $0Net Assets 2023: $313,8832023Assets 2024: $317,496Liabilities 2024: $0Net Assets 2024: $317,4962024Assets 2025: $341,790Liabilities 2025: $0Net Assets 2025: $341,7902025

Highlighted filing

2019

Assets$226,166
Liabilities$0
Net Assets$226,166

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $954,990Expenses 2011: $949,705Net Income 2011: $5,2852011Revenue 2012: $1,018,769Expenses 2012: $992,749Net Income 2012: $26,0202012Revenue 2013: $1,055,696Expenses 2013: $1,031,918Net Income 2013: $23,7782013Revenue 2014: $968,031Expenses 2014: $978,442Net Income 2014: -$10,4112014Revenue 2015: $1,062,225Expenses 2015: $1,049,644Net Income 2015: $12,5812015Revenue 2016: $1,170,973Expenses 2016: $1,133,937Net Income 2016: $37,0362016Revenue 2017: $1,246,369Expenses 2017: $1,225,898Net Income 2017: $20,4712017Revenue 2018: $1,202,053Expenses 2018: $1,181,273Net Income 2018: $20,7802018Revenue 2019: $1,241,459Expenses 2019: $1,209,138Net Income 2019: $32,3212019Revenue 2020: $974,647Expenses 2020: $917,429Net Income 2020: $57,2182020Revenue 2021: $665,469Expenses 2021: $647,125Net Income 2021: $18,3442021Revenue 2022: $1,172,263Expenses 2022: $1,162,314Net Income 2022: $9,9492022Revenue 2023: $1,076,550Expenses 2023: $1,074,344Net Income 2023: $2,2062023Revenue 2024: $1,156,463Expenses 2024: $1,152,850Net Income 2024: $3,6132024Revenue 2025: $1,253,796Expenses 2025: $1,229,502Net Income 2025: $24,2942025

Highlighted filing

2019

Revenue$1,241,459
Expenses$1,209,138
Net Income$32,321
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 28, 2019
Return Version
2018v3.1
Gross Receipts
$1,241,459
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$193,845$226,166▲ $32,321
Savings and Temporary Cash Investments$122,977$133,296▲ $10,319
Cash and Non-Interest-Bearing Accounts$70,868$92,870▲ $22,002
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$193,845$226,166▲ $32,321
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$193,845$226,166▲ $32,321
Total Liabilities and Net Assets / Fund Balance$193,845$226,166▲ $32,321
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nelson EmilyPresident
Fisher JillianDirector Academ
Sembach EliseDirector Alumna
Little PhoebeExecutive Director
Jantz TessaPanhellenic Del
Celigoy SallyVP Comm Relatio
Lium ChloeVP Mem Recruit
Terrana KyraVP Member Educ
Wheeler MorganVP of Finance
Mirza AlexandraVP of Marketing
McNutt RileyVP Risk Mangemt
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,240,715
Investment Income
$744
Other Revenue
$0
Change in Net Assets
$32,321
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,209,138
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---$995,402
All Other Expenses---$59,128
Office Expenses---$38,278
Other Expenses---$22,812
Conferences and Meetings---$8,789
Fees for Services Accounting---$3,525
Total Functional Expenses$0$0$0$1,209,138
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 UW.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 UW.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at UW.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
91-0123830
Phone
9166877700
Address
PO BOX 270, WILTON, CA 95693

Signing Officer

Name
Wheeler Morgan
Title
VP of Finance
Signed
2019-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nelson Emily
Formed
1914
Legal Domicile
Wa
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 Washington ("UW").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/Desc2International Dues
IRS990/ProgramServiceRevenueGrp/Desc3Other
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0189094
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1988464
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt222914
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt340243
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0189094
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1988464
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt222914
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt340243
IRS990/ProgSrvcAccomActy2Grp/Desc0The Organization put on an event to encourage donations to the Alpha Phi Foundation. The event was attended by all members, family members and alumni members. The event facilitated social interaction between the attendees and encouraged continued membership with the Organization.
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 43 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0423
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01181273
IRS990/PYProgramServiceRevenueAmt01201630
IRS990/PYRevenuesLessExpensesAmt020780
IRS990/PYTotalExpensesAmt01181273
IRS990/PYTotalRevenueAmt01202053
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt032321
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0193845
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0226166
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0122977
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0133296
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 Washington ("UW").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 UW.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 UW.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at UW.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/TotalAssetsBOYAmt0193845
IRS990/TotalAssetsEOYAmt0226166
IRS990/TotalAssetsGrp/BOYAmt0193845
IRS990/TotalAssetsGrp/EOYAmt0226166
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01209138
IRS990/TotalGrossUBIAmt0744
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0193845
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0226166
IRS990/TotalProgramServiceRevenueAmt01240715
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01240715
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01241459
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0744
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0193845
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0226166
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04710 19th Avenue NE
IRS990/USAddress/CityNm0SEATTLE
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098105
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0https://www.uwalphaphi.org/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Wheeler Morgan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SIGMA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0910123830
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/ReturnTs02019-10-29T11:36:12-07:00
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.$0.34$0.00$0.34$1.25$1.23$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$1.16$1.15$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.08$1.07$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.17$1.16$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.67$0.65$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.97$0.92$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$1.24$1.21$0.03
2018Summary only. Only limited summary data is available for this year.$0.19$0.00$0.19$1.20$1.18$0.02
2017Summary only. Only limited summary data is available for this year.$0.17$0.00$0.17$1.25$1.23$0.02
2016Summary only. Only limited summary data is available for this year.$0.15$0.00$0.15$1.17$1.13$0.04
2015Summary only. Only limited summary data is available for this year.$0.12$0.00$0.12$1.06$1.05$0.01
2014Summary only. Only limited summary data is available for this year.$0.10$0.00$0.10$0.97$0.98$0.01
2013Summary only. Only limited summary data is available for this year.$0.11$0.00$0.11$1.06$1.03$0.02
2012Summary only. Only limited summary data is available for this year.$0.10$0.01$0.09$1.02$0.99$0.03
2011Summary only. Only limited summary data is available for this year.$0.07$0.01$0.06$0.95$0.95$0.01