Civic Intelligence

Sigma Chapter of Alpha Phi Holding

990 • Fiscal year 2020 • EIN 91-6072382

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 08, 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

43rd percentile

0.05x

Higher debt load relative to assets than 43% of similar nonprofits.

2020 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

36th percentile

0.14x

Higher debt load relative to revenue than 36% of similar nonprofits.

2020 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2020

Net Margin

50th percentile

13%

Higher net margin than 50% of similar nonprofits.

2020 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2020

Asset Growth

73rd percentile

2.9%

Faster asset growth than 73% of similar nonprofits.

2020 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

30th percentile

-11%

Faster revenue growth than 30% of similar nonprofits.

2020 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$2,589,242

Up $72,280 (+2.9%) from 2019

Net Assets

Up

$2,468,598

Up $118,204 (+5.0%) from 2019

Liabilities

Down

$120,644

Down $45,924 (-28%) from 2019

Revenue

Down

$888,080

Down $107,242 (-11%) from 2019

Expenses

Down

$769,876

Down $93,683 (-11%) from 2019

Net Income

Down

$118,204

Down $13,559 (-10%) from 2019

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,645,687Liabilities 2011: $593,284Net Assets 2011: $1,052,4032011Assets 2012: $1,772,226Liabilities 2012: $556,302Net Assets 2012: $1,215,9242012Assets 2013: $1,891,891Liabilities 2013: $523,116Net Assets 2013: $1,368,7752013Assets 2014: $1,959,407Liabilities 2014: $489,985Net Assets 2014: $1,469,4222014Assets 2015: $2,071,179Liabilities 2015: $461,929Net Assets 2015: $1,609,2502015Assets 2016: $2,235,744Liabilities 2016: $420,188Net Assets 2016: $1,815,5562016Assets 2017: $2,442,717Liabilities 2017: $377,352Net Assets 2017: $2,065,3652017Assets 2018: $2,430,730Liabilities 2018: $212,099Net Assets 2018: $2,218,6312018Assets 2019: $2,516,962Liabilities 2019: $166,568Net Assets 2019: $2,350,3942019Assets 2020: $2,589,242Liabilities 2020: $120,644Net Assets 2020: $2,468,5982020Assets 2021: $2,333,682Liabilities 2021: $68,164Net Assets 2021: $2,265,5182021Assets 2022: $2,310,004Liabilities 2022: $28,621Net Assets 2022: $2,281,3832022Assets 2023: $2,197,773Liabilities 2023: $27,210Net Assets 2023: $2,170,5632023Assets 2024: $2,166,530Liabilities 2024: $19,177Net Assets 2024: $2,147,3532024Assets 2025: $2,129,005Liabilities 2025: $36,580Net Assets 2025: $2,092,4252025

Highlighted filing

2020

Assets$2,589,242
Liabilities$120,644
Net Assets$2,468,598

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $790,016Expenses 2011: $676,010Net Income 2011: $114,0062011Revenue 2012: $842,738Expenses 2012: $679,217Net Income 2012: $163,5212012Revenue 2013: $865,347Expenses 2013: $712,496Net Income 2013: $152,8512013Revenue 2014: $817,298Expenses 2014: $716,651Net Income 2014: $100,6472014Revenue 2015: $869,254Expenses 2015: $729,426Net Income 2015: $139,8282015Revenue 2016: $930,604Expenses 2016: $724,298Net Income 2016: $206,3062016Revenue 2017: $1,008,386Expenses 2017: $758,577Net Income 2017: $249,8092017Revenue 2018: $967,514Expenses 2018: $814,248Net Income 2018: $153,2662018Revenue 2019: $995,322Expenses 2019: $863,559Net Income 2019: $131,7632019Revenue 2020: $888,080Expenses 2020: $769,876Net Income 2020: $118,2042020Revenue 2021: $511,113Expenses 2021: $714,193Net Income 2021: -$203,0802021Revenue 2022: $972,983Expenses 2022: $957,118Net Income 2022: $15,8652022Revenue 2023: $870,215Expenses 2023: $981,035Net Income 2023: -$110,8202023Revenue 2024: $929,054Expenses 2024: $952,264Net Income 2024: -$23,2102024Revenue 2025: $1,002,428Expenses 2025: $1,057,358Net Income 2025: -$54,9302025

Highlighted filing

2020

Revenue$888,080
Expenses$769,876
Net Income$118,204
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 8, 2020
Return Version
2019v5.0
Gross Receipts
$896,709
Mission and Program Overview

Mission

Provide for our members a safe, quality living environment that promotes academic excellence and individual and chapter success. We are committed to fiscal responsibility, operating with integrity, honoring tradition, and demonstrating mutual respect in order to be the premier facility on each campus.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,427,669$1,551,674▲ $124,005
Savings and Temporary Cash Investments$1,068,101$1,017,173▼ $50,928
Cash and Non-Interest-Bearing Accounts$9,811$18,496▲ $8,685
Intangible Assets$580$483▼ $97
Total Assets$2,516,962$2,589,242▲ $72,280
Other Assets Total$10,801$1,416▼ $9,385
Liabilities
Mortgage Notes Payable Secured by Investment Property$131,163$85,480▼ $45,683
Other Liabilities$33,600$32,700▼ $900
Accounts Payable and Accrued Expenses$1,805$2,464▲ $659
Total Liabilities$166,568$120,644▼ $45,924
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,350,394$2,468,598▲ $118,204
Total Net Assets Fund Balance$2,350,394$2,468,598▲ $118,204
Total Liabilities and Net Assets / Fund Balance$2,516,962$2,589,242▲ $72,280

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,323,758$1,361,283$2,685,041
Equipment$219,773$783,629$1,003,402
Land$8,143-$8,143
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carolyn IllmanPresident
Judy SchaadBoard Member
Sarah BruemmerBoard Member
Sarah LeslieBoard Member
Patricia CorbinAdvisor Dire
Justice NewhouseCollegiate D
Olivia CrumCollegiate D
Riley McnuttCollegiate D
Erin SeebergerSecretary
Louise LittleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$735,456
Investment Income
$-8,190
Other Revenue
$160,814
Change in Net Assets
$118,204
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$716,099
Salaries, Compensation, and Employee Benefits$51,777
Grants and Similar Amounts Paid$2,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$282,034
Occupancy---$240,066
Depreciation Depletion---$149,284
Other Salaries and Wages---$46,836
Insurance---$14,505
Fees for Services Accounting---$9,817
Information Technology---$9,265
Interest---$7,846
Payroll Taxes---$4,941
Office Expenses---$3,282
Grants to Domestic Individuals---$2,000
Total Functional Expenses$0$0$0$769,876
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$32,700
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

Members of this corporation shall be limited to those persons who shall meet all of the following qualifications: a. She shall be an initiated member in good standing of alpha phi international fraternity. B. She shall be a member in good standing of the greater seattle alumnae chapter. C. She shall have attained the age of majority under the laws of the state of washington. D. She shall have paid her house/chapter bond in full to her collegiate chapter and shall not be in default in any other payments to the corporation. Alumnae initiates are not required to meet this provision. E. She shall have notified the secretary of the corporation of her desire to become a member and have furnished to the secretary a personal mailing address. Members elect the board of directors at the corporation's annual meeting.

Form 990, Page 6, Part VI, Line 10B

Policies and procedures for local chapters are provided by alpha phi international fraternity.

Form 990, Page 6, Part VI, Line 11B

The form 990 is prepared by a certified public accountant. The return is then forwarded to the outside accountant who confirms the correctness of the tax return. The tax returns are sent to the board members for review and comment. After this process is satisfied the return is filed.

Form 990, Page 6, Part VI, Line 12C

At the corporation's annual meeting the board members review their conflict of interest policy and include in their meeting minutes their reviews and any potential conflicts.

Form 990, Page 6, Part VI, Line 19

The organization provides its governing documents, conflict of interest policy and financial statements to the public upon request.

Filing and Contact Details

Filer

Filer Name
Sigma Chapter of Alpha Phi Holding
EIN
91-6072382
Phone
9166877700
Address
9717 ELK GROVE FLORIN RD UNIT B, ELK GROVE, CA 95624

Signing Officer

Name
Louise Little
Title
Treasurer
Phone
9166877700
Signed
2020-12-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carolyn Illman
Formed
1922
Legal Domicile
Wa
Voting Board Members
10
Independent Board Members
10
Employees
2

Preparer

Firm
University Associates
Address
4300-C UNIVERSITY WAY NE, SEATTLE, WA 98105
Preparer
Virgil Woodfield CPA
Phone
2065262427
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Provide for our members a safe, quality living environment that promotes academic excellence and individual and chapter success. We are committed to fiscal responsibility, operating with integrity, honoring tradition, and demonstrating mutual respect in order to be the premier facility on each campus.

Form 990, Page 2, Part III, Line 4D

We provide housing for approximately 95 members of the organization and we provide meeting facilities for all 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/PYTotalExpensesAmt0863559
IRS990/PYTotalRevenueAmt0995322
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt01361283
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IRS990ScheduleD/EquipmentGrp/BookValueAmt0219773
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0783629
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01003402
IRS990ScheduleD/LandGrp/BookValueAmt08143
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt08143
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE FOR OUR MEMBERS A SAFE, QUALITY LIVING ENVIRONMENT THAT PROMOTES ACADEMIC EXCELLENCE AND INDIVIDUAL AND CHAPTER SUCCESS. WE ARE COMMITTED TO FISCAL RESPONSIBILITY, OPERATING WITH INTEGRITY, HONORING TRADITION, AND DEMONSTRATING MUTUAL RESPECT IN ORDER TO BE THE PREMIER FACILITY ON EACH CAMPUS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WE PROVIDE HOUSING FOR APPROXIMATELY 95 MEMBERS OF THE ORGANIZATION AND WE PROVIDE MEETING FACILITIES FOR ALL MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS OF THIS CORPORATION SHALL BE LIMITED TO THOSE PERSONS WHO SHALL MEET ALL OF THE FOLLOWING QUALIFICATIONS: A. SHE SHALL BE AN INITIATED MEMBER IN GOOD STANDING OF ALPHA PHI INTERNATIONAL FRATERNITY. B. SHE SHALL BE A MEMBER IN GOOD STANDING OF THE GREATER SEATTLE ALUMNAE CHAPTER. C. SHE SHALL HAVE ATTAINED THE AGE OF MAJORITY UNDER THE LAWS OF THE STATE OF WASHINGTON. D. SHE SHALL HAVE PAID HER HOUSE/CHAPTER BOND IN FULL TO HER COLLEGIATE CHAPTER AND SHALL NOT BE IN DEFAULT IN ANY OTHER PAYMENTS TO THE CORPORATION. ALUMNAE INITIATES ARE NOT REQUIRED TO MEET THIS PROVISION. E. SHE SHALL HAVE NOTIFIED THE SECRETARY OF THE CORPORATION OF HER DESIRE TO BECOME A MEMBER AND HAVE FURNISHED TO THE SECRETARY A PERSONAL MAILING ADDRESS. MEMBERS ELECT THE BOARD OF DIRECTORS AT THE CORPORATION'S ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3POLICIES AND PROCEDURES FOR LOCAL CHAPTERS ARE PROVIDED BY ALPHA PHI INTERNATIONAL FRATERNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTANT. THE RETURN IS THEN FORWARDED TO THE OUTSIDE ACCOUNTANT WHO CONFIRMS THE CORRECTNESS OF THE TAX RETURN. THE TAX RETURNS ARE SENT TO THE BOARD MEMBERS FOR REVIEW AND COMMENT. AFTER THIS PROCESS IS SATISFIED THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AT THE CORPORATION'S ANNUAL MEETING THE BOARD MEMBERS REVIEW THEIR CONFLICT OF INTEREST POLICY AND INCLUDE IN THEIR MEETING MINUTES THEIR REVIEWS AND ANY POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 10B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0769876
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt0120644
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02468598
IRS990/TotalProgramServiceRevenueAmt0735456
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0888080
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0888080
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02516962
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02589242
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0SEATTLE
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ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LOUISE LITTLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09166877700
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA CHAPTER OF ALPHA PHI HOLDING
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0916072382
ReturnHeader/Filer/PhoneNum09166877700
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ReturnHeader/Filer/USAddress/CityNm0ELK GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0975D68F27C60C19BAB16F187FAAC0D3F1972377B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0975D68F27C60C19BAB16F187FAAC0D3F1972377B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.225.23.17
ReturnHeader/FilingSecurityInformation/IPDt02020-12-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:51:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911863395
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UNIVERSITY ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04300-C UNIVERSITY WAY NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098105
ReturnHeader/PreparerPersonGrp/PhoneNum02065262427
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VIRGIL WOODFIELD CPA
ReturnHeader/ReturnTs02020-12-08T12:51:29-06:00
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
2025Detailed filing. Detailed filing data is available for this year.$2.13$0.04$2.09$1.00$1.06$0.05
2024Detailed filing. Detailed filing data is available for this year.$2.17$0.02$2.15$0.93$0.95$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.20$0.03$2.17$0.87$0.98$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.31$0.03$2.28$0.97$0.96$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.33$0.07$2.27$0.51$0.71$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.59$0.12$2.47$0.89$0.77$0.12
2019Summary only. Only limited summary data is available for this year.$2.52$0.17$2.35$1.00$0.86$0.13
2018Summary only. Only limited summary data is available for this year.$2.43$0.21$2.22$0.97$0.81$0.15
2017Summary only. Only limited summary data is available for this year.$2.44$0.38$2.07$1.01$0.76$0.25
2016Summary only. Only limited summary data is available for this year.$2.24$0.42$1.82$0.93$0.72$0.21
2015Summary only. Only limited summary data is available for this year.$2.07$0.46$1.61$0.87$0.73$0.14
2014Summary only. Only limited summary data is available for this year.$1.96$0.49$1.47$0.82$0.72$0.10
2013Summary only. Only limited summary data is available for this year.$1.89$0.52$1.37$0.87$0.71$0.15
2012Summary only. Only limited summary data is available for this year.$1.77$0.56$1.22$0.84$0.68$0.16
2011Summary only. Only limited summary data is available for this year.$1.65$0.59$1.05$0.79$0.68$0.11