Civic Intelligence

California Alpha Association

990EZ • Fiscal year 2019 • EIN 94-6078295

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 17, 2019

Organization ProfileCALPHIDELTS.ORG
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

48th percentile

0.01x

Higher debt load relative to assets than 48% of similar nonprofits.

2019 filings • 501(c)2 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.01x

Higher debt load relative to revenue than 47% of similar nonprofits.

2019 filings • 501(c)2 • <$500k nonprofits • Source year 2019

Net Margin

26th percentile

-20%

Higher net margin than 26% of similar nonprofits.

2019 filings • 501(c)2 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)2 • <$500k nonprofits • Source year 2019

Asset Growth

21st percentile

-9.1%

Faster asset growth than 21% of similar nonprofits.

2019 filings • 501(c)2 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

41st percentile

-1.0%

Faster revenue growth than 41% of similar nonprofits.

2019 filings • 501(c)2 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$298,096

Down $29,756 (-9.1%) from 2018

Net Assets

Up

$296,569

Up $8,593 (+3.0%) from 2018

Liabilities

Down

$1,527

Down $38,349 (-96%) from 2018

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin26th percentile

Revenue

Down

$147,770

Down $1,479 (-1.0%) from 2018

Expenses

Up

$177,525

Up $31,873 (+22%) from 2018

Net Income

Down

-$29,755

Down $33,352 (-927%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

2019

Assets$298,096
Liabilities$1,527
Net Assets$296,569
Open 2019 Filing

Operations Trend

Revenue Growth41st percentile

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

2019

Revenue$147,770
Expenses$177,525
Net Income-$29,755
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 17, 2019
Return Version
2018v3.1
Gross Receipts
$147,770
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
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER NELSONPresident-$0--
TERRY MAIKENVice President-$0--
ADAM GARFINKLEDirector-$0--
DAVID KOVACOVICHDirector-$0--
KEITH CHINTreasurer-$0--
RODNEY PIMENTELDirector-$0--
MIKE PFISTERERController-$0--
TERRY MAIKENSecretary-$0--
MARK CALENDERDirector-$0--
RYAN MITRADirector-$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
2019-10-17
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 $13840”

Other Expenses.1

“Repair & maintenance $83343”

Other Expenses.2

“UTILITIES $22986”

Other Expenses.3

“PROPERTY TAXES $21845”

Other Expenses.4

“FIRE ALARM, STOVE $6690”

Other Expenses.5

“CITY FEES $4619”

Other Expenses.6

“Realized investment loss $879”

Total Liabilities.1001

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

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0TERRY MAIKEN
IRS990EZ/BooksInCareOfDetail/PhoneNum04152602115
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02726 CHANING WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BERKELY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094704
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041824
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034781
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03700
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-29755
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0610
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0298096
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0147770
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt070
IRS990EZ/LandAndBuildingsGrp/BOYAmt0286028
IRS990EZ/LandAndBuildingsGrp/EOYAmt0263315
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0326324
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0296569
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0326324
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROGER NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TERRY MAIKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ADAM GARFINKLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID KOVACOVICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KEITH CHIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RODNEY PIMENTEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MIKE PFISTERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TERRY MAIKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARK CALENDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9RYAN MITRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Controller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0176915
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
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01528
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01527
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0177525
IRS990EZ/TotalRevenueAmt0147770
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/ExplanationTxt0Depreciation $22713
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $13840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REPAIR & MAINTENANCE $83343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UTILITIES $22986
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROPERTY TAXES $21845
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FIRE ALARM, STOVE $6690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CITY FEES $4619
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7REALIZED INVESTMENT LOSS $879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Payable and Accrued Expenses - Beginning $1 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SECURITY DEPOSITS - Beginning $900 SECURITY DEPOSITS - Ending $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10UNREALIZED GAIN - Beginning $627 UNREALIZED GAIN - Ending $627
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.2
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-17
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/PreparerFirmEIN0454056455
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/ReturnTs02019-10-17T11:15:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$298,096
Liabilities
$1,527
Net assets
$296,569
Revenue
$147,770
Expenses
$177,525
Net income
-$29,755
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