Civic Intelligence

California Alpha Association

990EZ • Fiscal year 2018 • EIN 94-6078295

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 01, 2018

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

65th percentile

0.12x

Higher debt load relative to assets than 65% of similar nonprofits.

2018 filings • 501(c)2 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

66th percentile

0.27x

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

2018 filings • 501(c)2 • <$500k nonprofits • Source year 2018

Net Margin

52nd percentile

2.4%

Higher net margin than 52% of similar nonprofits.

2018 filings • 501(c)2 • <$500k nonprofits • Source year 2018

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2018 filings • 501(c)2 • <$500k nonprofits • Source year 2018

Asset Growth

29th percentile

-6.7%

Faster asset growth than 29% of similar nonprofits.

2018 filings • 501(c)2 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)2 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$327,852

Down $23,402 (-6.7%) from 2017

Net Assets

Up

$287,976

Up $3,597 (+1.3%) from 2017

Liabilities

Down

$39,876

Down $26,999 (-40%) from 2017

Revenue

Down

$149,249

Down $44,741 (-23%) from 2017

Expenses

Up

$145,652

Up $27,643 (+23%) from 2017

Net Income

Down

$3,597

Down $72,384 (-95%) from 2017

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

2018

Assets$327,852
Liabilities$39,876
Net Assets$287,976

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

2018

Revenue$149,249
Expenses$145,652
Net Income$3,597
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 1, 2018
Return Version
2017v2.2
Gross Receipts
$149,249
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
ROGER NELSONPresident-$0--
HARRISON POWERVice President-$0--
ADAM GARFINKLEDirector-$0--
KEITH CHINTreasurer-$0--
RODNEY PIMENTELDirector-$0--
JOE JORALEMONController-$0--
TERRY MAIKENSecretary-$0--
MARK CALENDERDirector-$0--
JOE SEODirector-$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
Roger Nelson
Title
President
Signed
2018-10-01
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 Expenses.1009

Depreciation $22713

Other Expenses.1012

Insurance $6686

Other Expenses.1

Repair & maintenance $59671

Other Expenses.2

PROPERTY TAXES $26203

Other Expenses.3

UTILITIES $23967

Other Expenses.4

FIRE ALARM, STOVE $4303

Other Expenses.5

CITY FEES $1126

Other Expenses.6

MISCELLANEOUS $373

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $1

Total Liabilities.1006

Payable to Officers, Directors, Etc. - Beginning $27000 Payable to Officers, Directors, Etc. - Ending $0

Total Liabilities.1007

Secured Mortgages and Notes Payable - Beginning $38348 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 Appendix158 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/CityNm0BERKELY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROGER NELSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ADAM GARFINKLE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TERRY MAIKEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JOE SEO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0145042
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HOUSE FOR COLLEGE FRATERNITY
IRS990EZ/ProgramServiceRevenueAmt0144000
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
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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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/ExplanationTxt0Depreciation $22713
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $6686
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REPAIR & MAINTENANCE $59671
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROPERTY TAXES $26203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UTILITIES $23967
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FIRE ALARM, STOVE $4303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CITY FEES $1126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEOUS $373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Payable to Officers, Directors, Etc. - Beginning $27000 Payable to Officers, Directors, Etc. - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Secured Mortgages and Notes Payable - Beginning $38348 Secured Mortgages and Notes Payable - Ending $38348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SECURITY DEPOSITS - Beginning $900 SECURITY DEPOSITS - Ending $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12UNREALIZED GAIN - Beginning $627 UNREALIZED GAIN - Ending $627
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.2
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA ALPHA ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0946078295
ReturnHeader/Filer/PhoneNum06505539995
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ReturnHeader/Filer/USAddress/CityNm0BERKELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094704
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454056455
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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/ReturnTs02018-10-01T12:01:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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