Civic Intelligence

Pacific Nw Alumni of Alpha Delta Phi

990 • Fiscal year 2019 • EIN 91-1508500

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 14, 2020

3326 43rd Ave NESeattle, WA 98105

(206) 818-4208

Siviq Scores

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

Liabilities / Assets

79th percentile

0.66x

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

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

58th percentile

1.66x

Higher debt load relative to revenue than 58% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Net Margin

45th percentile

7.4%

Higher net margin than 45% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Asset Growth

64th percentile

1.1%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-48%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,020,975

Up $11,106 (+1.1%) from 2018

Net Assets

Up

$351,841

Up $35,756 (+11%) from 2018

Liabilities

Down

$669,134

Down $24,650 (-3.6%) from 2018

Revenue

Down

$403,542

Down $369,298 (-48%) from 2018

Expenses

Up

$373,871

Up $67,202 (+22%) from 2018

Net Income

Down

$29,671

Down $436,500 (-94%) from 2018

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0-$5.0MAssets 2011: $527,499Liabilities 2011: $913,079Net Assets 2011: -$385,5802011Assets 2012: $527,555Liabilities 2012: $750,398Net Assets 2012: -$222,8432012Assets 2013: $572,311Liabilities 2013: $746,655Net Assets 2013: -$174,3442013Assets 2014: $593,750Liabilities 2014: $734,030Net Assets 2014: -$140,2802014Assets 2015: $546,586Liabilities 2015: $718,822Net Assets 2015: -$172,2362015Assets 2016: $536,524Liabilities 2016: $716,094Net Assets 2016: -$179,5702016Assets 2017: $557,648Liabilities 2017: $711,017Net Assets 2017: -$153,3692017Assets 2018: $1,009,869Liabilities 2018: $693,784Net Assets 2018: $316,0852018Assets 2019: $1,020,975Liabilities 2019: $669,134Net Assets 2019: $351,8412019Assets 2020: $1,093,889Liabilities 2020: $640,782Net Assets 2020: $453,1072020Assets 2021: $4,098,046Liabilities 2021: $1,306,959Net Assets 2021: $2,791,0872021Assets 2022: $8,594,275Liabilities 2022: $5,370,778Net Assets 2022: $3,223,4972022Assets 2025: $8,166,478Liabilities 2025: $5,515,421Net Assets 2025: $2,651,0572025

Highlighted filing

2019

Assets$1,020,975
Liabilities$669,134
Net Assets$351,841

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $497,736Expenses 2011: $411,518Net Income 2011: $86,2182011Revenue 2012: $658,214Expenses 2012: $496,606Net Income 2012: $161,6082012Expenses 2013: $523,5202013Revenue 2014: $605,066Expenses 2014: $573,784Net Income 2014: $31,2822014Revenue 2015: $319,451Expenses 2015: $353,222Net Income 2015: -$33,7712015Revenue 2016: $217,923Expenses 2016: $226,906Net Income 2016: -$8,9832016Revenue 2017: $214,508Expenses 2017: $192,977Net Income 2017: $21,5312017Revenue 2018: $772,840Expenses 2018: $306,669Net Income 2018: $466,1712018Revenue 2019: $403,542Expenses 2019: $373,871Net Income 2019: $29,6712019Revenue 2020: $861,770Expenses 2020: $755,850Net Income 2020: $105,9202020Revenue 2021: $2,753,739Expenses 2021: $415,759Net Income 2021: $2,337,9802021Revenue 2022: $1,113,067Expenses 2022: $958,877Net Income 2022: $154,1902022Revenue 2025: $475,233Expenses 2025: $691,940Net Income 2025: -$216,7072025

Highlighted filing

2019

Revenue$403,542
Expenses$373,871
Net Income$29,671
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 14, 2020
Return Version
2018v3.1
Gross Receipts
$403,542
Mission and Program Overview

Mission

To provide living quarters and social activities for young people at the University of Washington.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$564,187$594,067▲ $29,880
Land, Buildings, and Equipment, Net$401,410$376,543▼ $24,867
Investments in Publicly Traded Securities$35,463$41,549▲ $6,086
Savings and Temporary Cash Investments$8,809$8,816▲ $7
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,009,869$1,020,975▲ $11,106
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable$392,055$377,211▼ $14,844
Mortgage Notes Payable Secured by Investment Property$301,729$291,923▼ $9,806
Total Liabilities$693,784$669,134▼ $24,650
Net Assets / Fund Balance
Unrestricted Net Assets$316,085$351,841▲ $35,756
Total Net Assets Fund Balance$316,085$351,841▲ $35,756
Total Liabilities and Net Assets / Fund Balance$1,009,869$1,020,975▲ $11,106

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$367,892$869,121$1,237,013
Equipment$8,651$69,443$78,094
Compensation and Service Providers

Board Members and Trustees

NameTitle
Howard StricklerPresident
Steve LloydVice President
Bob DavisDirector
Grant OsbergDirector
John FeltisDirector
Jeff MacNicholsSecretary
Nathan SewellTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Twist Design IncDesign4444 Woodland Park Ave N Suite 10, Seattle, WA 98103$132,120
Revenue and Support

Revenue Composition

Contributions and Grants
$165,860
Program Service Revenue
$237,670
Investment Income
$12
Other Revenue
$0
All Other Contributions
$165,860
Change in Net Assets
$29,671
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$278,957
Professional Fundraising Fees$94,914
Total Fundraising Expense$94,914
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$150,061--$150,061
Fees for Services Professional Fundraising--$94,914$94,914
Other Expenses$35,566--$35,566
Interest$31,053--$31,053
Depreciation Depletion$24,867--$24,867
Insurance$17,800--$17,800
Conferences and Meetings$15,796--$15,796
Fees for Services Accounting$2,101--$2,101
Fees for Services Legal$1,013--$1,013
Payments to Affiliates$600--$600
Fees for Service Investment Mgmnt Fees$100--$100
Total Functional Expenses$278,957$0$94,914$373,871
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$94,914
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 6: Explanation of Classes of Members or Shareholder

The Organization is made up of members of the fraternity.

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

No single committee has authority to act on behalf of the governing body.

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

The Treasurer reviews and presents the Form 990 for Board review prior to filing.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Documents are provided upon request.

Filing and Contact Details

Filer

Filer Name
Pacific NW Alumni of Alpha Delta Phi
EIN
91-1508500
Phone
2068184208
Address
3326 43rd Ave NE, Seattle, WA 98105

Signing Officer

Name
Nathan Sewell
Title
Treasurer
Signed
2020-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roderic Davis
Formed
1989
Legal Domicile
Wa
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
8

Preparer

Firm
Jones & Associates PLLC CPAS
Address
17544 Midvale Ave N Ste 100, Shoreline, WA 98133
Preparer
Jennifer Haddon CPA
Phone
2065255261
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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/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08809
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08816
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0367892
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0869121
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01237013
IRS990ScheduleD/EquipmentGrp/BookValueAmt08651
IRS990ScheduleD/EquipmentGrp/DepreciationAmt069443
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt078094
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0376543
IRS990ScheduleG/AgrmtProfFundraisingActyInd0true
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0Fundr. Consultant
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd0true
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt0165860
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt070946
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0Pennington & Company
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt094914
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0501 Gateway Drive
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0Lawrence
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0KS
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd066049
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt0165860
IRS990ScheduleG/TotalNetToOrganizationAmt070946
IRS990ScheduleG/TotalRetainedByContractorsAmt094914
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organization is made up of members of the fraternity.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No single committee has authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Treasurer reviews and presents the Form 990 for Board review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Documents are provided upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
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/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01009869
IRS990/TotalAssetsEOYAmt01020975
IRS990/TotalAssetsGrp/BOYAmt01009869
IRS990/TotalAssetsGrp/EOYAmt01020975
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0165860
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt094914
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0278957
IRS990/TotalFunctionalExpensesGrp/TotalAmt0373871
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0693784
IRS990/TotalLiabilitiesEOYAmt0669134
IRS990/TotalLiabilitiesGrp/BOYAmt0693784
IRS990/TotalLiabilitiesGrp/EOYAmt0669134
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0316085
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0351841
IRS990/TotalProgramServiceRevenueAmt0237670
IRS990/TotalRevenueGrp/ExclusionAmt012
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0237670
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0403542
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01009869
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01020975
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0316085
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0351841
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0392055
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0377211
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0www.alphadelt.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Nathan Sewell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pacific NW Alumni of Alpha Delta Phi
ReturnHeader/Filer/BusinessNameControlTxt0PACI
ReturnHeader/Filer/EIN0911508500
ReturnHeader/Filer/PhoneNum02068184208
ReturnHeader/Filer/USAddress/AddressLine1Txt03326 43rd Ave NE
ReturnHeader/Filer/USAddress/CityNm0Seattle
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0825107131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jones & Associates PLLC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017544 Midvale Ave N Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Shoreline
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098133
ReturnHeader/PreparerPersonGrp/PhoneNum02065255261
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Haddon CPA
ReturnHeader/ReturnTs02020-07-14T11:45:12-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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.$8.17$5.52$2.65$0.48$0.69$0.22
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.59$5.37$3.22$1.11$0.96$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.10$1.31$2.79$2.75$0.42$2.34
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.64$0.45$0.86$0.76$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.02$0.67$0.35$0.40$0.37$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.69$0.32$0.77$0.31$0.47
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.71$0.15$0.21$0.19$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.72$0.18$0.22$0.23$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.55$0.72$0.17$0.32$0.35$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.59$0.73$0.14$0.61$0.57$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.75$0.17$0.52
2012Summary only. Only limited summary data is available for this year.$0.53$0.75$0.22$0.66$0.50$0.16
2011Summary only. Only limited summary data is available for this year.$0.53$0.91$0.39$0.50$0.41$0.09
Peer Organizations

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