Civic Intelligence

Alpha Phi International Fraternity- Beta Delta Chapter

990 • Fiscal year 2020 • EIN 95-0487643

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 12, 2020

9717 Elk Grove Florin Rd Unit BElk Grove, CA 95624

(916) 687-7700

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

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

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

10th percentile

0.00x

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

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Net Margin

49th percentile

4.1%

Higher net margin than 49% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

95th percentile

37%

Faster asset growth than 95% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

62nd percentile

-0.7%

Faster revenue growth than 62% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$184,490

Up $50,229 (+37%) from 2019

Net Assets

Up

$184,490

Up $50,229 (+37%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$1,239,267

Down $9,106 (-0.7%) from 2019

Expenses

Down

$1,189,038

Down $72,623 (-5.8%) from 2019

Net Income

Up

$50,229

Up $63,517 (+478%) from 2019

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

2020

Assets$184,490
Liabilities$0
Net Assets$184,490

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

2020

Revenue$1,239,267
Expenses$1,189,038
Net Income$50,229
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 12, 2020
Return Version
2019v5.0
Gross Receipts
$1,239,267
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$134,261$184,490▲ $50,229
Cash and Non-Interest-Bearing Accounts$78,824$148,935▲ $70,111
Savings and Temporary Cash Investments$55,437$35,555▼ $19,882
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$134,261$184,490▲ $50,229
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$134,261$184,490▲ $50,229
Total Liabilities and Net Assets / Fund Balance$134,261$184,490▲ $50,229
Compensation and Service Providers

Board Members and Trustees

NameTitle
Johnson AmandaPresident
Smith ElyssaDirector Academ
Steinberg SydneyDirector Alumna
Donley AlanaExecutive Director
Eide TaylorPanhellenic Del
Geotas ConstantinaVP Comm Relatio
Arredondo PaulaVP Mem Recruit
Fat MarisaVP Member Educ
Pollak AnnieVP of Finance
Drozjock JoeiVP of Marketing
Supica SophiaVP Risk Mangemt
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,239,057
Investment Income
$210
Other Revenue
$0
Change in Net Assets
$50,229
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,189,038
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---$944,274
All Other Expenses---$53,690
Office Expenses---$35,721
Other Expenses---$27,404
Fees for Services Accounting---$7,030
Conferences and Meetings---$3,766
Total Functional Expenses$0$0$0$1,189,038
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
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
9717 ELK GROVE FLORIN RD UNIT B, ELK GROVE, CA 95624

Signing Officer

Name
Pollak Annie
Title
VP of Finance
Signed
2020-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Johnson Amanda
Formed
1975
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Sorority Solutions Inc
Address
9717 Elk Grove Florin Rd, Elk Grove, CA 95624
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
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP OF MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP COMM RELATIO
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt8PANHELLENIC DEL
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt237019
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt396612
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0207013
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1898413
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt237019
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt396612
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 88 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0305
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01261661
IRS990/PYProgramServiceRevenueAmt01248068
IRS990/PYRevenuesLessExpensesAmt0-13288
IRS990/PYTotalExpensesAmt01261661
IRS990/PYTotalRevenueAmt01248373
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt050229
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0134261
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0184490
IRS990/SavingsAndTempCashInvstGrp/BOYAmt055437
IRS990/SavingsAndTempCashInvstGrp/EOYAmt035555
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/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0134261
IRS990/TotalAssetsEOYAmt0184490
IRS990/TotalAssetsGrp/BOYAmt0134261
IRS990/TotalAssetsGrp/EOYAmt0184490
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01189038
IRS990/TotalGrossUBIAmt0210
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0134261
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0184490
IRS990/TotalProgramServiceRevenueAmt01239057
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01239057
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01239267
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0210
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0134261
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0184490
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/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Pollak Annie
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
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/AddressLine1Txt09717 ELK GROVE FLORIN RD UNIT B
ReturnHeader/Filer/USAddress/CityNm0ELK GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095624
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262848481
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SORORITY SOLUTIONS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09717 Elk Grove Florin Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Elk Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095624
ReturnHeader/PreparerPersonGrp/PhoneNum09166877700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE SPORTELLI
ReturnHeader/ReturnTs02020-11-13T09:48:33-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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