Civic Intelligence

Alpha Phi International Fraternity- Beta Delta Chapter

990 • Fiscal year 2019 • EIN 95-0487643

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 10, 2019

PO Box 270Wilton, CA 95693

(916) 687-7700

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2019

Net Margin

33rd percentile

-1.1%

Higher net margin than 33% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

7th percentile

-9.0%

Faster asset growth than 7% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

54th percentile

3.3%

Faster revenue growth than 54% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$134,261

Down $13,288 (-9.0%) from 2018

Net Assets

Down

$134,261

Down $13,288 (-9.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$1,248,373

Up $39,393 (+3.3%) from 2018

Expenses

Up

$1,261,661

Up $101,584 (+8.8%) from 2018

Net Income

Down

-$13,288

Down $62,191 (-127%) from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0-$100KAssets 2011: $33,673Liabilities 2011: $64,960Net Assets 2011: -$31,2872011Assets 2012: $117,652Liabilities 2012: $46,568Net Assets 2012: $71,0842012Assets 2013: $61,447Liabilities 2013: $80,622Net Assets 2013: -$19,1752013Assets 2014: $64,285Liabilities 2014: $0Net Assets 2014: $64,2852014Assets 2015: $42,248Liabilities 2015: $0Net Assets 2015: $42,2482015Assets 2016: $34,106Liabilities 2016: $0Net Assets 2016: $34,1062016Assets 2017: $98,646Liabilities 2017: $0Net Assets 2017: $98,6462017Assets 2018: $147,549Liabilities 2018: $0Net Assets 2018: $147,5492018Assets 2019: $134,261Liabilities 2019: $0Net Assets 2019: $134,2612019Assets 2020: $184,490Liabilities 2020: $0Net Assets 2020: $184,4902020Assets 2021: $214,510Liabilities 2021: $0Net Assets 2021: $214,5102021Assets 2022: $227,097Liabilities 2022: $0Net Assets 2022: $227,0972022Assets 2023: $272,038Liabilities 2023: $0Net Assets 2023: $272,0382023Assets 2024: $314,038Liabilities 2024: $0Net Assets 2024: $314,0382024Assets 2025: $339,152Liabilities 2025: $0Net Assets 2025: $339,1522025

Highlighted filing

2019

Assets$134,261
Liabilities$0
Net Assets$134,261

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $854,127Expenses 2011: $846,015Net Income 2011: $8,1122011Revenue 2012: $931,908Expenses 2012: $828,692Net Income 2012: $103,2162012Revenue 2013: $946,776Expenses 2013: $1,131,344Net Income 2013: -$184,5682013Revenue 2014: $1,084,170Expenses 2014: $1,014,344Net Income 2014: $69,8262014Revenue 2015: $1,129,380Expenses 2015: $1,151,417Net Income 2015: -$22,0372015Revenue 2016: $1,152,821Expenses 2016: $1,160,963Net Income 2016: -$8,1422016Revenue 2017: $1,218,961Expenses 2017: $1,154,421Net Income 2017: $64,5402017Revenue 2018: $1,208,980Expenses 2018: $1,160,077Net Income 2018: $48,9032018Revenue 2019: $1,248,373Expenses 2019: $1,261,661Net Income 2019: -$13,2882019Revenue 2020: $1,239,267Expenses 2020: $1,189,038Net Income 2020: $50,2292020Revenue 2021: $829,323Expenses 2021: $799,303Net Income 2021: $30,0202021Revenue 2022: $1,333,558Expenses 2022: $1,320,971Net Income 2022: $12,5872022Revenue 2023: $1,408,470Expenses 2023: $1,363,529Net Income 2023: $44,9412023Revenue 2024: $1,409,846Expenses 2024: $1,367,846Net Income 2024: $42,0002024Revenue 2025: $1,526,303Expenses 2025: $1,501,189Net Income 2025: $25,1142025

Highlighted filing

2019

Revenue$1,248,373
Expenses$1,261,661
Net Income-$13,288
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 10, 2019
Return Version
2018v3.1
Gross Receipts
$1,248,373
Mission and Program Overview

Mission

Alpha Phi is a sisterhood of women supporting each other in lifelong achievement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$147,549$134,261▼ $13,288
Cash and Non-Interest-Bearing Accounts$99,298$78,824▼ $20,474
Savings and Temporary Cash Investments$48,251$55,437▲ $7,186
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$147,549$134,261▼ $13,288
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$147,549$134,261▼ $13,288
Total Liabilities and Net Assets / Fund Balance$147,549$134,261▼ $13,288
Compensation and Service Providers

Board Members and Trustees

NameTitle
Osborne BaileyPresident
Quittner GraceDirector Academ
Kramer AldenDirector Alumna
Westergaard MadisonExecutive Director
Tuttle PaigePanhellenic Del
Geotas ConstantinaVP Comm Relatio
Fallon AshleyVP Mem Recruit
Hakel JennaVP Member Educ
Johnson AmandaVP of Finance
Nechita AndraVP of Marketing
Frankel CalyssaVP Risk Mangemt
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,248,068
Investment Income
$305
Other Revenue
$0
Change in Net Assets
$-13,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,261,661
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$1,018,582
All Other Expenses---$48,958
Office Expenses---$35,866
Other Expenses---$31,884
Conferences and Meetings---$9,749
Fees for Services Accounting---$5,935
Total Functional Expenses$0$0$0$1,261,661
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The form 990 is prepared by the organization's bookkeeper. The return is sent to the Board Members for review and comment. After this process is satisfied, the return is filed.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The organization provides its governing documents and financial statements to the public upon request.

Form 990, Part VI, Line 6 - Explanation of Members

Members of the organization include initiated and uninitiated members of Alpha Phi who are full time students at UCLA.It is a private membership organization whose members are selected following a series of meetings, socials and interviews by existing members of the Fraternity at UCLA.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at UCLA, and have a sincere desire to contribute to the work of the Fraternity.

Form 990, Part VI, Line 7A - How Members or Shareholders Elect Governi

Members elect the Executive Board annually at a membership meeting.

Filing and Contact Details

Filer

Filer Name
Alpha Phi International Fraternity-
EIN
95-0487643
Phone
9166877700
Address
PO BOX 270, WILTON, CA 95693

Signing Officer

Name
Johnson Amanda
Title
VP of Finance
Signed
2019-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Osborne Bailey
Formed
1975
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Sorority Solutions Inc
Address
11708 GREEN ROAD, WILTON, CA 95693
Preparer
Julie Sportelli
Phone
9166877700
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1 - Organization Mission

The mission of the organization is to support its members in lifelong achievement. The organization is a sorority that operates on the campus of University of California, Los Angeles ("UCLA").It achieves its mission by providing opportunities for its members to achieve their goals and promote life long bonds. This includes the renting of a facility where members may live and meet, providing leadership opportunities, and providing programs that encourage personal growth and provide incentive for members to join and remain members of the organization.

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
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IRS990/Form990PartVIISectionAGrp/TitleTxt2VP MEMBER EDUC
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP MEM RECRUIT
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IRS990/Form990PartVIISectionAGrp/TitleTxt6VP COMM RELATIO
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt8PANHELLENIC DEL
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR ACADEM
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IRS990/ProgramServiceRevenueGrp/Desc3Other
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0209863
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1969164
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt229464
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt339577
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0209863
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1969164
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt229464
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt339577
IRS990/ProgSrvcAccomActy2Grp/Desc0The Organization put on an event to encourage donations to the Alpha Phi Foundation. The event was attended by all members, family members and alumni members. The event facilitated social interaction between the attendees and encouraged continued membership with the Organization.
IRS990/ProgSrvcAccomActy3Grp/Desc0All members participate in formal recruitment training and formal recruitment that takes place over a number of days. As a result of their efforts 63 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0166
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01160077
IRS990/PYProgramServiceRevenueAmt01208814
IRS990/PYRevenuesLessExpensesAmt048903
IRS990/PYTotalExpensesAmt01160077
IRS990/PYTotalRevenueAmt01208980
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-13288
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0147549
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0134261
IRS990/SavingsAndTempCashInvstGrp/BOYAmt048251
IRS990/SavingsAndTempCashInvstGrp/EOYAmt055437
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The form 990 is prepared by the organization's bookkeeper. The return is sent to the Board Members for review and comment. After this process is satisfied, the return is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization provides its governing documents and financial statements to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The mission of the organization is to support its members in lifelong achievement. The organization is a sorority that operates on the campus of University of California, Los Angeles ("UCLA").It achieves its mission by providing opportunities for its members to achieve their goals and promote life long bonds. This includes the renting of a facility where members may live and meet, providing leadership opportunities, and providing programs that encourage personal growth and provide incentive for members to join and remain members of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Members of the organization include initiated and uninitiated members of Alpha Phi who are full time students at UCLA.It is a private membership organization whose members are selected following a series of meetings, socials and interviews by existing members of the Fraternity at UCLA.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at UCLA, and have a sincere desire to contribute to the work of the Fraternity.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Members elect the Executive Board annually at a membership meeting.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART III, LINE 1 - ORGANIZATION MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, LINE 6 - EXPLANATION OF MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, LINE 7A - HOW MEMBERS OR SHAREHOLDERS ELECT GOVERNI
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0147549
IRS990/TotalAssetsEOYAmt0134261
IRS990/TotalAssetsGrp/BOYAmt0147549
IRS990/TotalAssetsGrp/EOYAmt0134261
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01261661
IRS990/TotalGrossUBIAmt0305
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0147549
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0134261
IRS990/TotalProgramServiceRevenueAmt01248068
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01248068
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01248373
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0305
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0147549
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0134261
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0714 Hilgard Avenue
IRS990/USAddress/CityNm0Los Angeles
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090024
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0https://www.uclaalphaphi.com/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Johnson Amanda
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BETA DELTA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0950487643
ReturnHeader/Filer/PhoneNum09166877700
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 270
ReturnHeader/Filer/USAddress/CityNm0WILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095693
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262848481
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SORORITY SOLUTIONS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011708 GREEN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095693
ReturnHeader/PreparerPersonGrp/PhoneNum09166877700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE SPORTELLI
ReturnHeader/ReturnTs02019-11-12T09:19:49-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$1.53$1.50$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.41$1.37$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$1.41$1.36$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$1.33$1.32$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.83$0.80$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$1.24$1.19$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$1.25$1.26$0.01
2018Summary only. Only limited summary data is available for this year.$0.15$0.00$0.15$1.21$1.16$0.05
2017Summary only. Only limited summary data is available for this year.$0.10$0.00$0.10$1.22$1.15$0.06
2016Summary only. Only limited summary data is available for this year.$0.03$0.00$0.03$1.15$1.16$0.01
2015Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$1.13$1.15$0.02
2014Summary only. Only limited summary data is available for this year.$0.06$0.00$0.06$1.08$1.01$0.07
2013Summary only. Only limited summary data is available for this year.$0.06$0.08$0.02$0.95$1.13$0.18
2012Summary only. Only limited summary data is available for this year.$0.12$0.05$0.07$0.93$0.83$0.10
2011Summary only. Only limited summary data is available for this year.$0.03$0.06$0.03$0.85$0.85$0.01