Civic Intelligence

Alpha Phi International Fraternity- Lambda Chapter

990 • Fiscal year 2019 • EIN 94-1157122

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 11, 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

52nd percentile

3.8%

Higher net margin than 52% 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

92nd percentile

24%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

31st percentile

-2.5%

Faster revenue growth than 31% of similar nonprofits.

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

Assets

Up

$230,949

Up $44,486 (+24%) from 2018

Net Assets

Up

$230,949

Up $44,486 (+24%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$1,165,098

Down $29,307 (-2.5%) from 2018

Expenses

Down

$1,120,612

Down $10,925 (-1.0%) from 2018

Net Income

Down

$44,486

Down $18,382 (-29%) from 2018

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $122,522Liabilities 2011: $5,340Net Assets 2011: $117,1822011Assets 2012: $144,651Liabilities 2012: $2,650Net Assets 2012: $142,0012012Assets 2013: $180,175Liabilities 2013: $0Net Assets 2013: $180,1752013Assets 2014: $208,445Liabilities 2014: $0Net Assets 2014: $208,4452014Assets 2015: $128,909Liabilities 2015: $0Net Assets 2015: $128,9092015Assets 2016: $109,181Liabilities 2016: $0Net Assets 2016: $109,1812016Assets 2017: $123,595Liabilities 2017: $0Net Assets 2017: $123,5952017Assets 2018: $186,463Liabilities 2018: $0Net Assets 2018: $186,4632018Assets 2019: $230,949Liabilities 2019: $0Net Assets 2019: $230,9492019Assets 2020: $288,002Liabilities 2020: $0Net Assets 2020: $288,0022020Assets 2021: $260,948Liabilities 2021: $0Net Assets 2021: $260,9482021Assets 2022: $263,818Liabilities 2022: $0Net Assets 2022: $263,8182022Assets 2023: $262,908Liabilities 2023: $0Net Assets 2023: $262,9082023Assets 2024: $249,203Liabilities 2024: $0Net Assets 2024: $249,2032024Assets 2025: $279,477Liabilities 2025: $0Net Assets 2025: $279,4772025

Highlighted filing

2019

Assets$230,949
Liabilities$0
Net Assets$230,949

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $801,612Expenses 2011: $795,948Net Income 2011: $5,6642011Revenue 2012: $837,455Expenses 2012: $812,636Net Income 2012: $24,8192012Revenue 2013: $906,891Expenses 2013: $868,717Net Income 2013: $38,1742013Revenue 2014: $923,419Expenses 2014: $895,149Net Income 2014: $28,2702014Revenue 2015: $885,358Expenses 2015: $964,894Net Income 2015: -$79,5362015Revenue 2016: $939,534Expenses 2016: $959,262Net Income 2016: -$19,7282016Revenue 2017: $1,040,123Expenses 2017: $1,025,709Net Income 2017: $14,4142017Revenue 2018: $1,194,405Expenses 2018: $1,131,537Net Income 2018: $62,8682018Revenue 2019: $1,165,098Expenses 2019: $1,120,612Net Income 2019: $44,4862019Revenue 2020: $1,206,307Expenses 2020: $1,149,254Net Income 2020: $57,0532020Revenue 2021: $547,367Expenses 2021: $574,421Net Income 2021: -$27,0542021Revenue 2022: $1,263,842Expenses 2022: $1,260,972Net Income 2022: $2,8702022Revenue 2023: $1,327,831Expenses 2023: $1,328,741Net Income 2023: -$9102023Revenue 2024: $1,442,115Expenses 2024: $1,455,820Net Income 2024: -$13,7052024Revenue 2025: $1,592,873Expenses 2025: $1,562,599Net Income 2025: $30,2742025

Highlighted filing

2019

Revenue$1,165,098
Expenses$1,120,612
Net Income$44,486
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$1,165,098
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$186,463$230,949▲ $44,486
Cash and Non-Interest-Bearing Accounts$105,962$139,948▲ $33,986
Savings and Temporary Cash Investments$80,501$91,001▲ $10,500
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$186,463$230,949▲ $44,486
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$186,463$230,949▲ $44,486
Total Liabilities and Net Assets / Fund Balance$186,463$230,949▲ $44,486
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ho-Tseung LaurenPresident
Lloyd MadelineDirector Academ
McCullough JuliaDirector Alumna
Taylor CamerinExecutive Director
Laudel GwendolynPanhellenic Del
Jahromi AuvaVP Comm Relatio
Poltoratski AlexandraVP Mem Recruit
Hall TabithaVP Member Educ
Jones LaurenVP of Finance
Rockwood MaryVP of Marketing
Brace BrooklynVP Risk Mangemt
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,164,598
Investment Income
$500
Other Revenue
$0
Change in Net Assets
$44,486
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,120,612
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---$897,807
All Other Expenses---$61,323
Office Expenses---$29,008
Other Expenses---$19,866
Conferences and Meetings---$10,600
Fees for Services Accounting---$4,398
Total Functional Expenses$0$0$0$1,120,612
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 UCB.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 UCB.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at UCB,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
94-1157122
Phone
9166877700
Address
PO BOX 270, WILTON, CA 95693

Signing Officer

Name
Jones Lauren
Title
VP of Finance
Signed
2019-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ho-Tseung Lauren
Formed
1901
Legal Domicile
CA
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 California, Berkeley ("UCB").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/TitleTxt3VP OF FINANCE
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IRS990/Form990PartVIISectionAGrp/TitleTxt6VP COMM RELATIO
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt8PANHELLENIC DEL
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IRS990/ProgramServiceRevenueGrp/Desc0Chapter Fees
IRS990/ProgramServiceRevenueGrp/Desc1Housing Charges
IRS990/ProgramServiceRevenueGrp/Desc2International Dues
IRS990/ProgramServiceRevenueGrp/Desc3Other
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0240738
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1891118
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt226869
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt35873
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0240738
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1891118
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt226869
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt35873
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 49 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.
IRS990/ProgSrvcAccomActy3Grp/Desc0Organized multiple events to encourage social interaction between members and continued membership in the Organization. Events Held in the Spring Season included date parties. A large majority of members attended each event.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0292
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01131537
IRS990/PYProgramServiceRevenueAmt01194113
IRS990/PYRevenuesLessExpensesAmt062868
IRS990/PYTotalExpensesAmt01131537
IRS990/PYTotalRevenueAmt01194405
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt044486
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0186463
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0230949
IRS990/SavingsAndTempCashInvstGrp/BOYAmt080501
IRS990/SavingsAndTempCashInvstGrp/EOYAmt091001
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 California, Berkeley ("UCB").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 UCB.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 UCB.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at UCB,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/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0186463
IRS990/TotalAssetsEOYAmt0230949
IRS990/TotalAssetsGrp/BOYAmt0186463
IRS990/TotalAssetsGrp/EOYAmt0230949
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01120612
IRS990/TotalGrossUBIAmt0500
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0186463
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0230949
IRS990/TotalProgramServiceRevenueAmt01164598
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01164598
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01165098
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0500
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0186463
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0230949
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02830 Bancroft Steps
IRS990/USAddress/CityNm0BERKELEY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094704
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0https://www.calalphaphi.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jones Lauren
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LAMBDA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0941157122
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/ReturnTs02019-11-12T09:17:03-08:00
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.$0.28$0.00$0.28$1.59$1.56$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$1.44$1.46$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$1.33$1.33$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$1.26$1.26$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.55$0.57$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$1.21$1.15$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$1.17$1.12$0.04
2018Summary only. Only limited summary data is available for this year.$0.19$0.00$0.19$1.19$1.13$0.06
2017Summary only. Only limited summary data is available for this year.$0.12$0.00$0.12$1.04$1.03$0.01
2016Summary only. Only limited summary data is available for this year.$0.11$0.00$0.11$0.94$0.96$0.02
2015Summary only. Only limited summary data is available for this year.$0.13$0.00$0.13$0.89$0.96$0.08
2014Summary only. Only limited summary data is available for this year.$0.21$0.00$0.21$0.92$0.90$0.03
2013Summary only. Only limited summary data is available for this year.$0.18$0.00$0.18$0.91$0.87$0.04
2012Summary only. Only limited summary data is available for this year.$0.14$0.00$0.14$0.84$0.81$0.02
2011Summary only. Only limited summary data is available for this year.$0.12$0.01$0.12$0.80$0.80$0.01