Civic Intelligence

Beta Psi of Alpha Phi Inc

990 • Fiscal year 2019 • EIN 94-1210641

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 26, 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

78th percentile

0.59x

Higher debt load relative to assets than 78% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

78th percentile

1.25x

Higher debt load relative to revenue than 78% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2019

Net Margin

72nd percentile

12%

Higher net margin than 72% 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

68th percentile

4.1%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

84th percentile

16%

Faster revenue growth than 84% of similar nonprofits.

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

Assets

Up

$1,383,477

Up $54,985 (+4.1%) from 2018

Net Assets

Up

$572,407

Up $79,403 (+16%) from 2018

Liabilities

Down

$811,070

Down $24,418 (-2.9%) from 2018

Revenue

Up

$648,662

Up $89,794 (+16%) from 2018

Expenses

Up

$569,259

Up $42,675 (+8.1%) from 2018

Net Income

Up

$79,403

Up $47,119 (+146%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $559,415Liabilities 2011: $292,915Net Assets 2011: $266,5002011Assets 2012: $546,028Liabilities 2012: $265,179Net Assets 2012: $280,8492012Assets 2013: $633,466Liabilities 2013: $264,546Net Assets 2013: $368,9202013Assets 2014: $683,217Liabilities 2014: $249,857Net Assets 2014: $433,3602014Assets 2015: $701,627Liabilities 2015: $248,577Net Assets 2015: $453,0502015Assets 2016: $1,132,465Liabilities 2016: $680,367Net Assets 2016: $452,0982016Assets 2017: $1,327,039Liabilities 2017: $866,319Net Assets 2017: $460,7202017Assets 2018: $1,328,492Liabilities 2018: $835,488Net Assets 2018: $493,0042018Assets 2019: $1,383,477Liabilities 2019: $811,070Net Assets 2019: $572,4072019Assets 2020: $1,346,573Liabilities 2020: $806,459Net Assets 2020: $540,1142020Assets 2021: $1,422,763Liabilities 2021: $921,715Net Assets 2021: $501,0482021Assets 2022: $1,427,358Liabilities 2022: $912,492Net Assets 2022: $514,8662022Assets 2023: $1,430,210Liabilities 2023: $881,502Net Assets 2023: $548,7082023Assets 2024: $1,391,470Liabilities 2024: $848,776Net Assets 2024: $542,6942024Assets 2025: $1,398,376Liabilities 2025: $818,243Net Assets 2025: $580,1332025

Highlighted filing

2019

Assets$1,383,477
Liabilities$811,070
Net Assets$572,407

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $313,752Expenses 2011: $256,962Net Income 2011: $56,7902011Revenue 2012: $279,659Expenses 2012: $265,310Net Income 2012: $14,3492012Revenue 2013: $361,911Expenses 2013: $273,840Net Income 2013: $88,0712013Revenue 2014: $356,529Expenses 2014: $292,089Net Income 2014: $64,4402014Revenue 2015: $355,539Expenses 2015: $335,849Net Income 2015: $19,6902015Revenue 2016: $487,486Expenses 2016: $488,438Net Income 2016: -$9522016Revenue 2017: $523,105Expenses 2017: $514,483Net Income 2017: $8,6222017Revenue 2018: $558,868Expenses 2018: $526,584Net Income 2018: $32,2842018Revenue 2019: $648,662Expenses 2019: $569,259Net Income 2019: $79,4032019Revenue 2020: $548,039Expenses 2020: $580,332Net Income 2020: -$32,2932020Revenue 2021: $397,245Expenses 2021: $436,311Net Income 2021: -$39,0662021Revenue 2022: $476,866Expenses 2022: $463,048Net Income 2022: $13,8182022Revenue 2023: $612,120Expenses 2023: $578,278Net Income 2023: $33,8422023Revenue 2024: $611,498Expenses 2024: $617,512Net Income 2024: -$6,0142024Revenue 2025: $666,628Expenses 2025: $629,189Net Income 2025: $37,4392025

Highlighted filing

2019

Revenue$648,662
Expenses$569,259
Net Income$79,403
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 26, 2019
Return Version
2018v3.1
Gross Receipts
$663,721
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.

Alpha Phi is a sisterhood of women supporting each other in lifelong achievement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$969,132$1,085,163▲ $116,031
Rtn Earn Endowment Incm Other Fnds$493,004$572,407▲ $79,403
Savings and Temporary Cash Investments$289,139$263,223▼ $25,916
Cash and Non-Interest-Bearing Accounts$26,470$27,281▲ $811
Intangible Assets$6,258$5,492▼ $766
Accounts Receivable$163$0▼ $163
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-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,328,492$1,383,477▲ $54,985
Other Assets Total$37,330$2,318▼ $35,012
Liabilities
Mortgage Notes Payable Secured by Investment Property$827,688$798,037▼ $29,651
Other Liabilities$7,800$12,300▲ $4,500
Accounts Payable and Accrued Expenses-$733-
Total Liabilities$835,488$811,070▼ $24,418
Net Assets / Fund Balance
Total Net Assets Fund Balance$493,004$572,407▲ $79,403
Total Liabilities and Net Assets / Fund Balance$1,328,492$1,383,477▲ $54,985

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$766,628$280,546$1,047,174
Other Land Buildings$170,516$272,064$442,580
Land$148,019-$148,019
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tricia Lee McNabb LanzinoPresident
Vivian GonzalezVice President
Janelle AcostaBoard Member
Monique MariscalBoard Member
Taylor WilliamsBoard Member
Suzanne TenneyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$564,425
Investment Income
$-1,045
Other Revenue
$85,282
Change in Net Assets
$79,403
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$534,184
Salaries, Compensation, and Employee Benefits$35,075
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion---$104,570
Interest---$34,862
Other Salaries and Wages---$31,997
Insurance---$13,430
Other Expenses---$9,597
Fees for Services Accounting---$7,786
Information Technology---$3,910
Fees for Services Legal---$3,861
Payroll Taxes---$3,078
Office Expenses---$1,794
Travel---$761
Conferences and Meetings---$395
Total Functional Expenses$0$0$0$569,259
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$12,300
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 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, Part VI, Line 6: Explanation of Classes of Members or Shareholder

All members of said Corporation shall be persons admitted to membership in the chapter (whether by formal initiation or formal affiliation as provided under the policies and procedures of The Fraternity) and such other members of the Fraternity who are so admitted, by a majority vote of the Board of Directors of the Corporation.Additionally members of this Corporation shall be limited to those persons who shall meet all of the following qualifications:a.She shall be a member in good standing with the Fraternity;b.She shall have attained the age of majority under the laws in the State of California.c.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 or the Fraternity; andd.She shall have personally notified the Secretary of the Corporation, in writing, of her desire to become a member and have furnished to the Secretary a personal mailing address.

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

The form 990 is prepared by the Organizations bookkeeper. The return is sent to the Board Members for review. After this process is satisfied the return is filed.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

At the Corporations annual meeting Board Members review the conflict of interest policy and include in the minutes their review and any potential conflicts.

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.

Filing and Contact Details

Filer

Filer Name
Beta Psi of Alpha Phi Inc
EIN
94-1210641
Phone
9166877700
Address
PO Box 270, Wilton, CA 95693

Signing Officer

Name
Tricia Lee McNabb Lanzino
Title
President
Signed
2019-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tricia Lee McNabb Lanzino
Formed
1948
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
2
Volunteers
6

Preparer

Firm
Sorority Solutions Inc
Address
11708 GREEN ROAD, WILTON, CA 95693
Preparer
Julie Sportelli
Phone
9166877700
Raw XML Appendix385 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.

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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1793
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt216262
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt387040
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4456880
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03450
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1793
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt216262
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt387040
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4456880
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt073
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0491779
IRS990/PYOtherRevenueAmt0-3360
IRS990/PYProgramServiceRevenueAmt0562155
IRS990/PYRevenuesLessExpensesAmt032284
IRS990/PYSalariesCompEmpBnftPaidAmt034805
IRS990/PYTotalExpensesAmt0526584
IRS990/PYTotalRevenueAmt0558868
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt079403
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-6374
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0493004
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0572407
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0289139
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0263223
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0766628
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0280546
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01047174
IRS990ScheduleD/LandGrp/BookValueAmt0148019
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0148019
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0170516
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0272064
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0442580
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Security Deposits
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01085163
IRS990ScheduleD/TotalLiabilityAmt012300
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0All members of said Corporation shall be persons admitted to membership in the chapter (whether by formal initiation or formal affiliation as provided under the policies and procedures of The Fraternity) and such other members of the Fraternity who are so admitted, by a majority vote of the Board of Directors of the Corporation.Additionally members of this Corporation shall be limited to those persons who shall meet all of the following qualifications:a.She shall be a member in good standing with the Fraternity;b.She shall have attained the age of majority under the laws in the State of California.c.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 or the Fraternity; andd.She shall have personally notified the Secretary of the Corporation, in writing, of her desire to become a member and have furnished to the Secretary a personal mailing address.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The form 990 is prepared by the Organizations bookkeeper. The return is sent to the Board Members for review. After this process is satisfied the return is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2At the Corporations annual meeting Board Members review the conflict of interest policy and include in the minutes their review and any potential conflicts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization provides its governing documents and financial statements to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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/TotalAssetsBOYAmt01328492
IRS990/TotalAssetsEOYAmt01383477
IRS990/TotalAssetsGrp/BOYAmt01328492
IRS990/TotalAssetsGrp/EOYAmt01383477
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0569259
IRS990/TotalGrossUBIAmt0-6318
IRS990/TotalLiabilitiesBOYAmt0835488
IRS990/TotalLiabilitiesEOYAmt0811070
IRS990/TotalLiabilitiesGrp/BOYAmt0835488
IRS990/TotalLiabilitiesGrp/EOYAmt0811070
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0493004
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0572407
IRS990/TotalProgramServiceRevenueAmt0564425
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0654980
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0648662
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-6318
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01328492
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01383477
IRS990/TravelGrp/TotalAmt0761
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0210 S 10th St
IRS990/USAddress/CityNm0San Jose
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095112
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tricia Lee McNabb Lanzino
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Beta Psi of Alpha Phi Inc
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0941210641
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/ReturnTs02019-10-29T11:46:46-07:00
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.$1.40$0.82$0.58$0.67$0.63$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.39$0.85$0.54$0.61$0.62$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.88$0.55$0.61$0.58$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.91$0.51$0.48$0.46$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.92$0.50$0.40$0.44$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.35$0.81$0.54$0.55$0.58$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.38$0.81$0.57$0.65$0.57$0.08
2018Summary only. Only limited summary data is available for this year.$1.33$0.84$0.49$0.56$0.53$0.03
2017Summary only. Only limited summary data is available for this year.$1.33$0.87$0.46$0.52$0.51$0.01
2016Summary only. Only limited summary data is available for this year.$1.13$0.68$0.45$0.49$0.49$0.00
2015Summary only. Only limited summary data is available for this year.$0.70$0.25$0.45$0.36$0.34$0.02
2014Summary only. Only limited summary data is available for this year.$0.68$0.25$0.43$0.36$0.29$0.06
2013Summary only. Only limited summary data is available for this year.$0.63$0.26$0.37$0.36$0.27$0.09
2012Summary only. Only limited summary data is available for this year.$0.55$0.27$0.28$0.28$0.27$0.01
2011Summary only. Only limited summary data is available for this year.$0.56$0.29$0.27$0.31$0.26$0.06