Civic Intelligence

Gamma Phi Beta Sorority Inc - Gamma Epsilon Chapter

EIN 91-6057503 • 501(c)7 • Tacoma, WA

Profile

Collegiate sorority activities

1310 N UnionTacoma, WA 98406

upsgammaphi.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2019

Net Margin

53rd percentile

3.1%

Higher net margin than 53% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2019

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

92nd percentile

56%

Faster asset growth than 92% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

15th percentile

-28%

Faster revenue growth than 15% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$33,946

Up $12,239 (+56%) from 2018

Liabilities

Up

$994

Up $344 (+53%) from 2018

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue69th percentileNet Margin53rd percentile

Revenue

Down

$44,575

Down $17,388 (-28%) from 2018

Expenses

Down

$43,184

Down $14,374 (-25%) from 2018

Net Income

Down

$1,391

Down $3,014 (-68%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2009: $4,440Liabilities 2009: $4,2692009Assets 2012: $16,919Liabilities 2012: $650Net Assets 2012: $16,2692012Assets 2013: $34,525Liabilities 2013: $650Net Assets 2013: $33,8752013Assets 2014: $20,217Liabilities 2014: $650Net Assets 2014: $19,5672014Assets 2015: $20,283Liabilities 2015: $650Net Assets 2015: $19,6332015Assets 2016: $13,884Liabilities 2016: $650Net Assets 2016: $13,2342016Assets 2017: $17,302Liabilities 2017: $650Net Assets 2017: $16,6522017Assets 2018: $21,707Liabilities 2018: $650Net Assets 2018: $21,0572018Assets 2019: $33,946Liabilities 2019: $9942019

Highlighted filing

2019

Assets$33,946
Liabilities$994
Net Assets-
Open 2019 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2009: $27,528Expenses 2009: $29,822Net Income 2009: -$2,2942009Revenue 2012: $57,387Expenses 2012: $51,673Net Income 2012: $5,7142012Revenue 2013: $69,718Expenses 2013: $52,110Net Income 2013: $17,6082013Revenue 2014: $65,300Expenses 2014: $79,607Net Income 2014: -$14,3072014Revenue 2015: $72,776Expenses 2015: $72,710Net Income 2015: $662015Revenue 2016: $65,728Expenses 2016: $72,128Net Income 2016: -$6,4002016Revenue 2017: $62,259Expenses 2017: $58,841Net Income 2017: $3,4182017Revenue 2018: $61,963Expenses 2018: $57,558Net Income 2018: $4,4052018Revenue 2019: $44,575Expenses 2019: $43,184Net Income 2019: $1,3912019

Highlighted filing

2019

Revenue$44,575
Expenses$43,184
Net Income$1,391
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$33,946
Liabilities
$994
Net assets
-
Revenue
$44,575
Expenses
$43,184
Net income
$1,391
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Summary only. Only limited summary data is available for this year.$33.9$0.99$44.6$43.2$1.39
2018Detailed filing. Detailed filing data is available for this year.$21.7$0.65$21.1$62.0$57.6$4.41
2017Detailed filing. Detailed filing data is available for this year.$17.3$0.65$16.7$62.3$58.8$3.42
2016Detailed filing. Detailed filing data is available for this year.$13.9$0.65$13.2$65.7$72.1$6.40
2015Detailed filing. Detailed filing data is available for this year.$20.3$0.65$19.6$72.8$72.7$0.07
2014Detailed filing. Detailed filing data is available for this year.$20.2$0.65$19.6$65.3$79.6$14.3
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.5$0.65$33.9$69.7$52.1$17.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.9$0.65$16.3$57.4$51.7$5.71
2009Summary only. Only limited summary data is available for this year.$4.44$4.27$27.5$29.8$2.29
Latest Detailed Filing

The latest 2019 filing currently has summary financial data only. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Jan 23, 2019
Return Version
2017v2.2
Gross Receipts
$61,963
Mission and Program Overview

Mission

Collegiate sorority activities

Program Services

DescriptionGrantsExpenses
TO OPERATE A LOCAL COLLEGIATE CHAPTER OF A NATIONAL COLLEGE SORORITY ORGANIZATION TO FURTHER EDUCATIONAL AND SOCIAL INTERESTS WITHIN THE UNIVERSITY OF PUGET SOUND CAMPUS.--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nova ClarkPresident-$0--
Emma SchintzVP-Admin-$0--
Avery ClosserVP-Education-$0--
Katrina HoefflingerVP-Finance-$0--
Adeline ToevsVP-Memberships-$0--
SAMANTHA INOUYEPanhellenic Aff-$0--
Rylee SivertsenVP-Public Rel-$0--
Eleanor FrenchPanhellenic Del-$0--
Filing and Contact Details

Filer

Filer Name
Gamma Phi Beta Sorority - Gamma
EIN
91-6057503
Phone
3037991874
Address
1310 N UNION, TACOMA, WA 98406

Signing Officer

Name
Katrina Hoefflinger
Title
VP-finance
Signed
2019-01-23
Discuss with paid preparer
Yes

Preparer

Firm
Agl CPA Group LLC
Address
2810 Premiere Pkwy Suite 200, Duluth, GA 30097
Preparer
Bradley Sienkiewicz CPA
Phone
7706222982
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $4327”

Other Expenses.1

“SOCIAL EXPENSES $28455”

Other Expenses.2

“RECRUITMENT $9574”

Other Expenses.3

“DUES $7130”

Other Expenses.4

“MEETING EXPENSE $2170”

Other Expenses.5

“PHILANTHROPY $389”

Other Expenses.6

“MISCELLANEOUS $180”

Other Expenses.7

“PUBLIC RELATIONS $100”

Total Liabilities.1

“SECURITY DEPOSIT - Beginning $650 SECURITY DEPOSIT - Ending $650”

Raw XML Appendix138 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Katrina Hoefflinger
IRS990EZ/BooksInCareOfDetail/PhoneNum03037991874
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01310 N UNION
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TACOMA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098406
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017302
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021707
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04405
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0475
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017302
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021707
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt061963
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00198
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt04366
IRS990EZ/InvestmentIncomeAmt063
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016652
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021057
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016652
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021057
IRS990EZ/OccupancyRentUtltsAndMaintAmt04758
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Nova Clark
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Emma Schintz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Avery Closser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Katrina Hoefflinger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Adeline Toevs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SAMANTHA INOUYE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Rylee Sivertsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Eleanor French
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP-ADMIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP-EDUCATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP-FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP-MEMBERSHIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PANHELLENIC AFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP-PUBLIC REL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Panhellenic Del
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt052325
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COLLEGIATE SORORITY ACTIVITIES
IRS990EZ/ProgramServiceRevenueAmt061900
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO OPERATE A LOCAL COLLEGIATE CHAPTER OF A NATIONAL COLLEGE SORORITY ORGANIZATION TO FURTHER EDUCATIONAL AND SOCIAL INTERESTS WITHIN THE UNIVERSITY OF PUGET SOUND CAMPUS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0650
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0650
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057558
IRS990EZ/TotalRevenueAmt061963
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0UPSGAMMAPHI.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $4327
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SOCIAL EXPENSES $28455
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RECRUITMENT $9574
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES $7130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEETING EXPENSE $2170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PHILANTHROPY $389
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISCELLANEOUS $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PUBLIC RELATIONS $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SECURITY DEPOSIT - Beginning $650 SECURITY DEPOSIT - Ending $650
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Katrina Hoefflinger
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP-FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GAMMA PHI BETA SORORITY - GAMMA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EPSILON CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0GAMM
ReturnHeader/Filer/EIN0916057503
ReturnHeader/Filer/PhoneNum03037991874
ReturnHeader/Filer/USAddress/AddressLine1Txt01310 N UNION
ReturnHeader/Filer/USAddress/CityNm0TACOMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098406
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471077462
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AGL CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02810 Premiere Pkwy Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Duluth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030097
ReturnHeader/PreparerPersonGrp/PhoneNum07706222982
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bradley Sienkiewicz CPA
ReturnHeader/ReturnTs02019-01-23T08:30:56-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

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