Civic Intelligence

California Alpha Association

990EZ • Fiscal year 2017 • EIN 94-6078295

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 08, 2017

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

68th percentile

0.19x

Higher debt load relative to assets than 68% of similar nonprofits.

2017 filings • 501(c)2 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.34x

Higher debt load relative to revenue than 66% of similar nonprofits.

2017 filings • 501(c)2 • <$500k nonprofits • Source year 2017

Net Margin

81st percentile

39%

Higher net margin than 81% of similar nonprofits.

2017 filings • 501(c)2 • <$500k nonprofits • Source year 2017

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2017 filings • 501(c)2 • <$500k nonprofits • Source year 2017

Asset Growth

81st percentile

8.0%

Faster asset growth than 81% of similar nonprofits.

2017 filings • 501(c)2 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

61%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • 501(c)2 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$351,254

Up $25,981 (+8.0%) from 2016

Net Assets

Up

$284,379

Up $75,981 (+36%) from 2016

Liabilities

Down

$66,875

Down $50,000 (-43%) from 2016

Revenue

Up

$193,990

Up $73,393 (+61%) from 2016

Expenses

Up

$118,009

Up $24,616 (+26%) from 2016

Net Income

Up

$75,981

Up $48,777 (+179%) from 2016

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

2017

Assets$351,254
Liabilities$66,875
Net Assets$284,379

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

2017

Revenue$193,990
Expenses$118,009
Net Income$75,981
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$193,990
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--
ROGER NELSONVice President-$0--
KEITH CHINTreasurer-$0--
RODNEY PIMENTELDirector-$0--
JOE JORALEMONDirector-$0--
TERRY MAIKENSecretary-$0--
HARRISON POWERDirector-$0--
CHRIS WARRENDirector-$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
2017-11-08
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 $290

Other Expenses.1009

Depreciation $24611

Other Expenses.1012

Insurance $19152

Other Expenses.1

UTILITIES $29597

Other Expenses.2

PROPERTY TAXES $24857

Other Expenses.3

Repair & maintenance $13045

Other Expenses.4

FIRE ALARM, STOVE $4352

Other Expenses.5

CITY FEES $1820

Other Expenses.6

FRANCHISE TAX BOARD $25

Other Assets.1002

Furniture and Fixtures - Beginning $1978 Furniture and Fixtures - Ending $0

Total Liabilities.1006

Payable to Officers, Directors, Etc. - Beginning $18000 Payable to Officers, Directors, Etc. - Ending $27000

Total Liabilities.1007

Secured Mortgages and Notes Payable - Beginning $97348 Secured Mortgages and Notes Payable - Ending $38348

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum04152602115
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01301 INDIANA STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTH SAN FRANCISCO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094107
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt068685
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042513
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IRS990EZ/ContributionsGiftsGrantsEtcAmt01700
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt075981
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InitiationFeesAndCapContriAmt00
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IRS990EZ/LandAndBuildingsGrp/EOYAmt0308741
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0208398
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0284379
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ADAM GARFINKLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROGER NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEITH CHIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RODNEY PIMENTEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOE JORALEMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TERRY MAIKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HARRISON POWER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHRIS WARREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01978
IRS990EZ/OtherExpensesTotalAmt0117459
IRS990EZ/OtherRevenueTotalAmt0290
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HOUSE FOR COLLEGE FRATERNITY
IRS990EZ/ProgramServiceRevenueAmt0192000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTAIN CHAPTER HOUSE FOR USE BY THE MEMBERS OF THE PHI DELTA THETA FRATERNITY, CA ALPHA CHAPTER AT U.C. BERKELEY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt066875
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0118009
IRS990EZ/TotalRevenueAmt0193990
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0CALPHIDELTS.ORG
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0REFINANCE BUILDING
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0105000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0RODNEY PIMENTEL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INTEREST INCOME $290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $24611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $19152
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UTILITIES $29597
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROPERTY TAXES $24857
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REPAIR & MAINTENANCE $13045
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FIRE ALARM, STOVE $4352
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CITY FEES $1820
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FRANCHISE TAX BOARD $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Furniture and Fixtures - Beginning $1978 Furniture and Fixtures - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Payable to Officers, Directors, Etc. - Beginning $18000 Payable to Officers, Directors, Etc. - Ending $27000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Secured Mortgages and Notes Payable - Beginning $97348 Secured Mortgages and Notes Payable - Ending $38348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SECURITY DEPOSITS - Beginning $900 SECURITY DEPOSITS - Ending $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13UNREALIZED GAIN - Beginning $627 UNREALIZED GAIN - Ending $627
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.2
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM GARFINKLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
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
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Propp Reinhardt LLP
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/ReturnTs02017-11-08T11:10:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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