Civic Intelligence

California Alpha Association

990EZ • Fiscal year 2020 • EIN 94-6078295

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 16, 2020

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

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

2020 filings • 501(c)2 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

42nd percentile

0.00x

Higher debt load relative to revenue than 42% of similar nonprofits.

2020 filings • 501(c)2 • <$500k nonprofits • Source year 2020

Net Margin

69th percentile

17%

Higher net margin than 69% of similar nonprofits.

2020 filings • 501(c)2 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)2 • <$500k nonprofits • Source year 2020

Asset Growth

85th percentile

7.9%

Faster asset growth than 85% of similar nonprofits.

2020 filings • 501(c)2 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

63rd percentile

-0.9%

Faster revenue growth than 63% of similar nonprofits.

2020 filings • 501(c)2 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$321,592

Up $23,496 (+7.9%) from 2019

Net Assets

Up

$321,574

Up $25,005 (+8.4%) from 2019

Liabilities

Down

$18

Down $1,509 (-99%) from 2019

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin69th percentile

Revenue

Down

$146,368

Down $1,402 (-0.9%) from 2019

Expenses

Down

$121,363

Down $56,162 (-32%) from 2019

Net Income

Up

$25,005

Up $54,760 (+184%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2020

Assets$321,592
Liabilities$18
Net Assets$321,574
Open 2020 Filing

Operations Trend

Revenue Growth63rd 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

2020

Revenue$146,368
Expenses$121,363
Net Income$25,005
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 16, 2020
Return Version
2019v5.0
Gross Receipts
$146,368
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 MAIKENSecretary-$0--
ADAM GARFINKLEDirector-$0--
KEITH CHINTreasurer-$0--
RODNEY PIMENTELDirector-$0--
MIKE PFISTERERController-$0--
MARK CALENDERDirector-$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
2020-10-16
Discuss with paid preparer
Yes

Preparer

Firm
PRO Accountancy Inc
Address
1939 Harrison St Ste 618, Oakland, CA 94612
Preparer
George Reinhardt CPA
Phone
5108345020
Supplemental Narrative

Additional Explanations

Other Expenses.1009

“Depreciation $22713”

Other Expenses.1012

“Insurance $14587”

Other Expenses.1

“Repair & maintenance $25065”

Other Expenses.2

“UTILITIES $22579”

Other Expenses.3

“PROPERTY TAXES $20260”

Other Expenses.4

“CITY FEES $9865”

Other Expenses.5

“FIRE ALARM, STOVE $5694”

Total Liabilities.1

“SECURITY DEPOSITS - Beginning $900 SECURITY DEPOSITS - Ending $0”

Total Liabilities.2

“UNREALIZED GAIN - Beginning $627 UNREALIZED GAIN - Ending $18”

Raw XML Appendix135 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt034781
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt080990
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02320
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025005
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0600
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0298096
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0321592
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0146368
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt048
IRS990EZ/LandAndBuildingsGrp/BOYAmt0263315
IRS990EZ/LandAndBuildingsGrp/EOYAmt0240602
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0296569
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0321574
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0296569
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0321574
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROGER NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TERRY MAIKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ADAM GARFINKLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEITH CHIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RODNEY PIMENTEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MIKE PFISTERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARK CALENDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Controller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0120763
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/BOYAmt01527
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt018
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0121363
IRS990EZ/TotalRevenueAmt0146368
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0CALPHIDELTS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $22713
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $14587
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REPAIR & MAINTENANCE $25065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UTILITIES $22579
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROPERTY TAXES $20260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CITY FEES $9865
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FIRE ALARM, STOVE $5694
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SECURITY DEPOSITS - Beginning $900 SECURITY DEPOSITS - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8UNREALIZED GAIN - Beginning $627 UNREALIZED GAIN - Ending $18
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/FormAndLineReferenceDesc7Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.2
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-16
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/PreparerFirmEIN0842295495
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRO Accountancy Inc
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 CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-16T11:00:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$321,592
Liabilities
$18
Net assets
$321,574
Revenue
$146,368
Expenses
$121,363
Net income
$25,005
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