Civic Intelligence

California Alpha Association

990EZ • Fiscal year 2015 • EIN 94-6078295

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 12, 2015

PO Box 4338Berkeley, CA 94704

(650) 553-9995

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

78th percentile

0.51x

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

2015 filings • 501(c)2 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

76th percentile

1.49x

Higher debt load relative to revenue than 76% of similar nonprofits.

2015 filings • 501(c)2 • <$500k nonprofits • Source year 2015

Net Margin

72nd percentile

21%

Higher net margin than 72% of similar nonprofits.

2015 filings • 501(c)2 • <$500k nonprofits • Source year 2015

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2015 filings • 501(c)2 • <$500k nonprofits • Source year 2015

Asset Growth

45th percentile

-2.3%

Faster asset growth than 45% of similar nonprofits.

2015 filings • 501(c)2 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

18th percentile

-24%

Faster revenue growth than 18% of similar nonprofits.

2015 filings • 501(c)2 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$366,069

Down $8,436 (-2.3%) from 2014

Net Assets

Up

$181,194

Up $25,564 (+16%) from 2014

Liabilities

Down

$184,875

Down $34,000 (-16%) from 2014

Revenue

Down

$123,914

Down $39,603 (-24%) from 2014

Expenses

Up

$98,350

Up $2,102 (+2.2%) from 2014

Net Income

Down

$25,564

Down $41,705 (-62%) from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $436,786Liabilities 2011: $424,875Net Assets 2011: $11,9112011Assets 2012: $401,904Liabilities 2012: $392,8752012Assets 2013: $409,236Liabilities 2013: $320,8752013Assets 2014: $374,505Liabilities 2014: $218,875Net Assets 2014: $155,6302014Assets 2015: $366,069Liabilities 2015: $184,875Net Assets 2015: $181,1942015Assets 2016: $325,273Liabilities 2016: $116,875Net Assets 2016: $208,3982016Assets 2017: $351,254Liabilities 2017: $66,875Net Assets 2017: $284,3792017Assets 2018: $327,852Liabilities 2018: $39,876Net Assets 2018: $287,9762018Assets 2019: $298,096Liabilities 2019: $1,527Net Assets 2019: $296,5692019Assets 2020: $321,592Liabilities 2020: $18Net Assets 2020: $321,5742020Assets 2021: $304,227Liabilities 2021: $17Net Assets 2021: $304,2102021Assets 2022: $275,264Liabilities 2022: $17Net Assets 2022: $275,2472022Assets 2023: $251,394Net Assets 2023: $251,3942023Assets 2024: $216,530Net Assets 2024: $216,5302024Assets 2025: $262,090Net Assets 2025: $262,0902025

Highlighted filing

2015

Assets$366,069
Liabilities$184,875
Net Assets$181,194

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $181,808Expenses 2011: $109,831Net Income 2011: $71,9772011Revenue 2012: $179,067Expenses 2012: $181,949Net Income 2012: -$2,8822012Revenue 2013: $195,865Expenses 2013: $116,533Net Income 2013: $79,3322013Revenue 2014: $163,517Expenses 2014: $96,248Net Income 2014: $67,2692014Revenue 2015: $123,914Expenses 2015: $98,350Net Income 2015: $25,5642015Revenue 2016: $120,597Expenses 2016: $93,393Net Income 2016: $27,2042016Revenue 2017: $193,990Expenses 2017: $118,009Net Income 2017: $75,9812017Revenue 2018: $149,249Expenses 2018: $145,652Net Income 2018: $3,5972018Revenue 2019: $147,770Expenses 2019: $177,525Net Income 2019: -$29,7552019Revenue 2020: $146,368Expenses 2020: $121,363Net Income 2020: $25,0052020Revenue 2021: $107,923Expenses 2021: $125,287Net Income 2021: -$17,3642021Revenue 2022: $109,238Expenses 2022: $138,201Net Income 2022: -$28,9632022Revenue 2023: $147,063Expenses 2023: $170,916Net Income 2023: -$23,8532023Revenue 2024: $175,761Expenses 2024: $210,625Net Income 2024: -$34,8642024Revenue 2025: $150,506Expenses 2025: $104,946Net Income 2025: $45,5602025

Highlighted filing

2015

Revenue$123,914
Expenses$98,350
Net Income$25,564
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$123,914
Mission and Program Overview

Mission

House for college fraternity

Program Services

DescriptionGrantsExpenses
MAINTAIN CHAPTER HOUSE FOR USE BY THE MEMBERS OF THE PHI DELTA THETA FRATERNITY, CA ALPHA CHAPTER AT U.C. BERKELEY--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAM GARFINKLEPresident-$0--
JASON FRICANODirector-$0--
DREW ROBERTSVice President-$0--
ERIC MICHAELController-$0--
KEITH CHINTreasurer-$0--
ROGER NELSONDirector-$0--
RODNEY PIMENTELDirector-$0--
KEITH CHINDirector-$0--
TERRY MAIKENSecretary-$0--
ANJANAY KUMARDirector-$0--
Filing and Contact Details

Filer

Filer Name
California Alpha Association
EIN
94-6078295
Phone
6505539995
Address
PO BOX 4338, BERKELEY, CA 94704

Signing Officer

Name
Adam Garfinkle
Title
President
Signed
2015-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Propp Reinhardt LLP
Address
1939 Harrison St Ste 618, Oakland, CA 94612
Preparer
George Reinhardt
Phone
5108345020
Supplemental Narrative

Additional Explanations

Other Revenue.1

INTEREST INCOME $464

Other Expenses.1002

Office Expenses $40

Other Expenses.1009

Depreciation $20742

Other Expenses.1012

Insurance $17437

Other Expenses.1

PROPERTY TAXES $27387

Other Expenses.2

UTILITIES $24720

Other Expenses.3

FIRE ALARM, STOVE $3964

Other Expenses.4

Repair & maintenance $3032

Other Expenses.5

MISCELLANEOUS $1003

Other Expenses.6

FILING FEE $25

Other Assets.1002

Furniture and Fixtures - Beginning $6126 Furniture and Fixtures - Ending $4052

Total Liabilities.1006

Payable to Officers, Directors, Etc. - Beginning $217348 Payable to Officers, Directors, Etc. - Ending $183348

Total Liabilities.1

SECURITY DEPOSITS - Beginning $900 SECURITY DEPOSITS - Ending $900

Total Liabilities.2

UNREALIZED GAIN - Beginning $627 UNREALIZED GAIN - Ending $627

Raw XML Appendix156 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTH SAN FRANCISCO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ADAM GARFINKLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JASON FRICANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DREW ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIC MICHAEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KEITH CHIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROGER NELSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06126
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IRS990EZ/OtherExpensesTotalAmt098350
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0184875
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt098350
IRS990EZ/TotalRevenueAmt0123914
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0CALPHIDELTS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INTEREST INCOME $464
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $20742
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $17437
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROPERTY TAXES $27387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UTILITIES $24720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FIRE ALARM, STOVE $3964
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7REPAIR & MAINTENANCE $3032
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MISCELLANEOUS $1003
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FILING FEE $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Furniture and Fixtures - Beginning $6126 Furniture and Fixtures - Ending $4052
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Payable to Officers, Directors, Etc. - Beginning $217348 Payable to Officers, Directors, Etc. - Ending $183348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SECURITY DEPOSITS - Beginning $900 SECURITY DEPOSITS - Ending $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13UNREALIZED GAIN - Beginning $627 UNREALIZED GAIN - Ending $627
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.2
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM GARFINKLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA ALPHA ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0946078295
ReturnHeader/Filer/PhoneNum06505539995
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4338
ReturnHeader/Filer/USAddress/CityNm0BERKELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094704
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01939 Harrison St Ste 618
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oakland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094612
ReturnHeader/PreparerPersonGrp/PhoneNum05108345020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0George Reinhardt
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-12T09:48:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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.$2.62$2.62$1.51$1.05$0.46
2024Detailed filing. Detailed filing data is available for this year.$2.17$2.17$1.76$2.11$0.35
2023Detailed filing. Detailed filing data is available for this year.$2.51$2.51$1.47$1.71$0.24
2022Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$1.09$1.38$0.29
2021Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$1.08$1.25$0.17
2020Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$1.46$1.21$0.25
2019Detailed filing. Detailed filing data is available for this year.$2.98$0.02$2.97$1.48$1.78$0.30
2018Detailed filing. Detailed filing data is available for this year.$3.28$0.40$2.88$1.49$1.46$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.51$0.67$2.84$1.94$1.18$0.76
2016Detailed filing. Detailed filing data is available for this year.$3.25$1.17$2.08$1.21$0.93$0.27
2015Detailed filing. Detailed filing data is available for this year.$3.66$1.85$1.81$1.24$0.98$0.26
2014Detailed filing. Detailed filing data is available for this year.$3.75$2.19$1.56$1.64$0.96$0.67
2013Summary only. Only limited summary data is available for this year.$4.09$3.21$1.96$1.17$0.79
2012Summary only. Only limited summary data is available for this year.$4.02$3.93$1.79$1.82$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.37$4.25$0.12$1.82$1.10$0.72