Civic Intelligence

Alpha Phi International Fraternity-

990 • Fiscal year 2021 • EIN 93-0389062

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 25, 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

52nd percentile

0.00x

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.00x

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

27th percentile

-6.1%

Higher net margin than 27% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

16th percentile

-17%

Faster asset growth than 16% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

30th percentile

-15%

Faster revenue growth than 30% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$107,152

Down $22,638 (-17%) from 2020

Net Assets

Down

$107,152

Down $22,638 (-17%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$371,329

Down $64,210 (-15%) from 2020

Expenses

Down

$393,967

Down $30,112 (-7.1%) from 2020

Net Income

Down

-$22,638

Down $34,098 (-298%) from 2020

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $101,513Liabilities 2011: $1,985Net Assets 2011: $99,5282011Assets 2012: $82,624Liabilities 2012: $1,238Net Assets 2012: $81,3862012Assets 2013: $69,187Liabilities 2013: $0Net Assets 2013: $69,1872013Assets 2014: $69,462Liabilities 2014: $0Net Assets 2014: $69,4622014Assets 2015: $52,230Liabilities 2015: $0Net Assets 2015: $52,2302015Assets 2016: $50,764Liabilities 2016: $0Net Assets 2016: $50,7642016Assets 2017: $43,991Liabilities 2017: $0Net Assets 2017: $43,9912017Assets 2018: $91,030Liabilities 2018: $0Net Assets 2018: $91,0302018Assets 2019: $118,330Liabilities 2019: $0Net Assets 2019: $118,3302019Assets 2020: $129,790Liabilities 2020: $0Net Assets 2020: $129,7902020Assets 2021: $107,152Liabilities 2021: $0Net Assets 2021: $107,1522021Assets 2022: $112,936Liabilities 2022: $0Net Assets 2022: $112,9362022Assets 2023: $122,221Liabilities 2023: $0Net Assets 2023: $122,2212023Assets 2024: $167,082Liabilities 2024: $0Net Assets 2024: $167,0822024Assets 2025: $203,946Liabilities 2025: $0Net Assets 2025: $203,9462025

Highlighted filing

2021

Assets$107,152
Liabilities$0
Net Assets$107,152

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $483,774Expenses 2011: $485,864Net Income 2011: -$2,0902011Revenue 2012: $528,468Expenses 2012: $546,610Net Income 2012: -$18,1422012Revenue 2013: $560,837Expenses 2013: $573,036Net Income 2013: -$12,1992013Revenue 2014: $565,771Expenses 2014: $565,496Net Income 2014: $2752014Revenue 2015: $575,857Expenses 2015: $593,089Net Income 2015: -$17,2322015Revenue 2016: $586,572Expenses 2016: $588,038Net Income 2016: -$1,4662016Revenue 2017: $562,324Expenses 2017: $569,097Net Income 2017: -$6,7732017Revenue 2018: $614,270Expenses 2018: $567,231Net Income 2018: $47,0392018Revenue 2019: $575,514Expenses 2019: $548,214Net Income 2019: $27,3002019Revenue 2020: $435,539Expenses 2020: $424,079Net Income 2020: $11,4602020Revenue 2021: $371,329Expenses 2021: $393,967Net Income 2021: -$22,6382021Revenue 2022: $505,264Expenses 2022: $499,480Net Income 2022: $5,7842022Revenue 2023: $568,625Expenses 2023: $559,340Net Income 2023: $9,2852023Revenue 2024: $705,994Expenses 2024: $661,133Net Income 2024: $44,8612024Revenue 2025: $773,386Expenses 2025: $736,522Net Income 2025: $36,8642025

Highlighted filing

2021

Revenue$371,329
Expenses$393,967
Net Income-$22,638
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 25, 2021
Return Version
2020v4.0
Gross Receipts
$371,329
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$129,790$107,152▼ $22,638
Cash and Non-Interest-Bearing Accounts$85,993$63,285▼ $22,708
Savings and Temporary Cash Investments$43,797$43,867▲ $70
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$129,790$107,152▼ $22,638
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$129,790$107,152▼ $22,638
Total Liabilities and Net Assets / Fund Balance$129,790$107,152▼ $22,638
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ross OliviaPresident
Noble MaciDirector of CHA
Elledge FaithDirector of COM
Torabi ArienaExecutive Admin
Dineen KaitlynPanhellenic Del
Cadiz KaciVP of Diversity
Gorham KateVP of Finance
Olvera KateVP of Health, W
Malta ArianaVP of Marketing
Frank RowanVP of Membershi
Reiter EmmaVP of New Membe
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$371,259
Investment Income
$70
Other Revenue
$0
Change in Net Assets
$-22,638
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$393,967
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---$307,736
Office Expenses---$13,043
All Other Expenses---$8,488
Fees for Services Accounting---$7,352
Other Expenses---$6,610
Conferences and Meetings---$3,257
Fees for Services Legal---$1,830
Total Functional Expenses$0$0$0$393,967
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
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
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 OSU.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 OSU.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at OSU,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
93-0389062
Phone
9166877700
Address
9717 ELK GROVE FLORIN RD UNIT B, ELK GROVE, CA 95624

Signing Officer

Name
Gorham Kate
Title
VP of Finance
Signed
2021-08-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ross Olivia
Formed
1947
Legal Domicile
Or
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 Oregon State University ("OSU").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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IRS990/Form990PartVIISectionAGrp/PersonNm3Gorham Kate
IRS990/Form990PartVIISectionAGrp/PersonNm4Reiter Emma
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VP of Health, W
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP of Membershi
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP of New Membe
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP OF MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP of Diversity
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Admin
IRS990/Form990PartVIISectionAGrp/TitleTxt8PANHELLENIC DEL
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director of Cha
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director of Com
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1357987
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt223075
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3-34101
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 57 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.
IRS990/ProgSrvcAccomActy3Grp/Desc0The Organization put on an event in the Spring Season to encourage donations to the Alpha Phi Foundation. The event facilitated social interaction between the attendees and encouraged continued membership with the Organization.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0230
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0424079
IRS990/PYProgramServiceRevenueAmt0435309
IRS990/PYRevenuesLessExpensesAmt011460
IRS990/PYTotalExpensesAmt0424079
IRS990/PYTotalRevenueAmt0435539
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-22638
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0129790
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0107152
IRS990/SavingsAndTempCashInvstGrp/BOYAmt043797
IRS990/SavingsAndTempCashInvstGrp/EOYAmt043867
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 Oregon State University ("OSU").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 OSU.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 OSU.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at OSU,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/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0129790
IRS990/TotalAssetsEOYAmt0107152
IRS990/TotalAssetsGrp/BOYAmt0129790
IRS990/TotalAssetsGrp/EOYAmt0107152
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0393967
IRS990/TotalGrossUBIAmt070
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0129790
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0107152
IRS990/TotalProgramServiceRevenueAmt0371259
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0371259
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0371329
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt070
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0129790
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0107152
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0357 NW 25th Street
IRS990/USAddress/CityNm0CORVALLIS
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097330
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
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/PersonNm0Gorham Kate
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BETA UPSILON CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0930389062
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/ReturnTs02021-08-25T10:33:01-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Gorham
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kate
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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.$2.04$0.00$2.04$7.73$7.37$0.37
2024Summary only. Only limited summary data is available for this year.$1.67$0.00$1.67$7.06$6.61$0.45
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.00$1.22$5.69$5.59$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$5.05$4.99$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$3.71$3.94$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$4.36$4.24$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$5.76$5.48$0.27
2018Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$6.14$5.67$0.47
2017Summary only. Only limited summary data is available for this year.$0.44$0.00$0.44$5.62$5.69$0.07
2016Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$5.87$5.88$0.01
2015Summary only. Only limited summary data is available for this year.$0.52$0.00$0.52$5.76$5.93$0.17
2014Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$5.66$5.65$0.00
2013Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$5.61$5.73$0.12
2012Summary only. Only limited summary data is available for this year.$0.83$0.01$0.81$5.28$5.47$0.18
2011Summary only. Only limited summary data is available for this year.$1.02$0.02$1.00$4.84$4.86$0.02