Civic Intelligence

Alpha Phi International Fraternity-

990 • Fiscal year 2020 • EIN 95-1677601

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 24, 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

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

95th percentile

42%

Faster asset growth than 95% of similar nonprofits.

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

Revenue Growth

41st percentile

-8.7%

Faster revenue growth than 41% of similar nonprofits.

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

Assets

Up

$564,281

Up $167,483 (+42%) from 2019

Net Assets

Up

$564,281

Up $167,483 (+42%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$1,232,638

Down $118,114 (-8.7%) from 2019

Expenses

Down

$1,065,155

Down $217,716 (-17%) from 2019

Net Income

Up

$167,483

Up $99,602 (+147%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $157,579Liabilities 2011: $2,767Net Assets 2011: $154,8122011Assets 2012: $148,618Liabilities 2012: $1,541Net Assets 2012: $147,0772012Assets 2013: $166,708Liabilities 2013: $0Net Assets 2013: $166,7082013Assets 2014: $165,097Liabilities 2014: $0Net Assets 2014: $165,0972014Assets 2015: $120,796Liabilities 2015: $0Net Assets 2015: $120,7962015Assets 2016: $154,431Liabilities 2016: $0Net Assets 2016: $154,4312016Assets 2017: $232,466Liabilities 2017: $0Net Assets 2017: $232,4662017Assets 2018: $329,098Liabilities 2018: $0Net Assets 2018: $329,0982018Assets 2019: $396,798Liabilities 2019: $0Net Assets 2019: $396,7982019Assets 2020: $564,281Liabilities 2020: $0Net Assets 2020: $564,2812020Assets 2021: $542,516Liabilities 2021: $0Net Assets 2021: $542,5162021Assets 2022: $606,316Liabilities 2022: $0Net Assets 2022: $606,3162022Assets 2023: $627,541Liabilities 2023: $0Net Assets 2023: $627,5412023Assets 2024: $652,873Liabilities 2024: $0Net Assets 2024: $652,8732024Assets 2025: $684,925Liabilities 2025: $1Net Assets 2025: $684,9242025

Highlighted filing

2020

Assets$564,281
Liabilities$0
Net Assets$564,281

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $956,596Expenses 2011: $947,419Net Income 2011: $9,1772011Revenue 2012: $978,470Expenses 2012: $986,205Net Income 2012: -$7,7352012Revenue 2013: $1,144,388Expenses 2013: $1,124,757Net Income 2013: $19,6312013Revenue 2014: $1,106,457Expenses 2014: $1,108,068Net Income 2014: -$1,6112014Revenue 2015: $1,253,128Expenses 2015: $1,297,429Net Income 2015: -$44,3012015Revenue 2016: $1,270,095Expenses 2016: $1,236,460Net Income 2016: $33,6352016Revenue 2017: $1,416,859Expenses 2017: $1,338,824Net Income 2017: $78,0352017Revenue 2018: $1,472,406Expenses 2018: $1,375,774Net Income 2018: $96,6322018Revenue 2019: $1,350,752Expenses 2019: $1,282,871Net Income 2019: $67,8812019Revenue 2020: $1,232,638Expenses 2020: $1,065,155Net Income 2020: $167,4832020Revenue 2021: $162,384Expenses 2021: $184,149Net Income 2021: -$21,7652021Revenue 2022: $1,262,750Expenses 2022: $1,198,950Net Income 2022: $63,8002022Revenue 2023: $1,173,811Expenses 2023: $1,152,586Net Income 2023: $21,2252023Revenue 2024: $1,335,706Expenses 2024: $1,310,374Net Income 2024: $25,3322024Revenue 2025: $1,552,942Expenses 2025: $1,520,891Net Income 2025: $32,0512025

Highlighted filing

2020

Revenue$1,232,638
Expenses$1,065,155
Net Income$167,483
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 24, 2020
Return Version
2019v5.0
Gross Receipts
$1,232,638
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$396,798$564,281▲ $167,483
Cash and Non-Interest-Bearing Accounts$238,367$366,691▲ $128,324
Savings and Temporary Cash Investments$154,749$195,467▲ $40,718
Prepaid Expenses and Deferred Charges$3,682$2,123▼ $1,559
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-
Total Assets$396,798$564,281▲ $167,483
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$396,798$564,281▲ $167,483
Total Liabilities and Net Assets / Fund Balance$396,798$564,281▲ $167,483
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sober SimonePresident
Macrides SamanthaDirector Academ
Burger EliseDirector Alumnae Par
Golob MayaExecutive Director
Palladini DevonPanhellenic Del
Brown ZoeVP Comm Relatio
Infurna CamilleVP Marketing
Hirth ChloeVP Member Ed
Bjorklund SkylarVP Member Recru
Urquidi MikaelaVP of Finance
Yahya SofiaVP Risk Mgmt
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,231,644
Investment Income
$994
Other Revenue
$0
Change in Net Assets
$167,483
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,012,535
Salaries, Compensation, and Employee Benefits$52,620
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$761,942
Office Expenses---$45,568
All Other Expenses---$45,112
Other Salaries and Wages---$38,314
Other Expenses---$26,942
Other Employee Benefits---$10,899
Conferences and Meetings---$6,323
Fees for Services Legal---$4,300
Payroll Taxes---$3,407
Fees for Services Accounting---$2,013
Total Functional Expenses$0$0$0$1,065,155
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
Yes
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 USC.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 USC.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at USC,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
95-1677601
Phone
9166877700
Address
9717 ELK GROVE FLORIN RD UNIT B, ELK GROVE, CA 95624

Signing Officer

Name
Urquidi Mikaela
Title
VP of Finance
Signed
2020-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sober Simone
Formed
1945
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
1
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 Southern California ("USC").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/TitleTxt3VP OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP MEMBER RECRU
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IRS990/Form990PartVIISectionAGrp/TitleTxt6VP COMM RELATIO
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Dir.
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IRS990/ProgramServiceRevenueGrp/Desc0Chapter Fees
IRS990/ProgramServiceRevenueGrp/Desc1Housing Charges
IRS990/ProgramServiceRevenueGrp/Desc2International Dues
IRS990/ProgramServiceRevenueGrp/Desc3Other
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0318032
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1812757
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt239854
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt361001
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0318032
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1812757
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt239854
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt361001
IRS990/ProgSrvcAccomActy2Grp/Desc0All members participate in formal recruitment training and formal recruitment that takes place over a number of days. As a result of their efforts 71 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.
IRS990/ProgSrvcAccomActy3Grp/Desc0Organized multiple events to encourage social interaction between members and continued membership in the Organization. Events included date parties. A large majority of members attended each event.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0871
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01229702
IRS990/PYProgramServiceRevenueAmt01349881
IRS990/PYRevenuesLessExpensesAmt067881
IRS990/PYSalariesCompEmpBnftPaidAmt053169
IRS990/PYTotalExpensesAmt01282871
IRS990/PYTotalRevenueAmt01350752
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0167483
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0396798
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0564281
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0154749
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0195467
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 Southern California ("USC").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 USC.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 USC.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at USC,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/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0396798
IRS990/TotalAssetsEOYAmt0564281
IRS990/TotalAssetsGrp/BOYAmt0396798
IRS990/TotalAssetsGrp/EOYAmt0564281
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01065155
IRS990/TotalGrossUBIAmt0994
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0396798
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0564281
IRS990/TotalProgramServiceRevenueAmt01231644
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01231644
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01232638
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0994
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0396798
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0564281
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0643 West 28th Street
IRS990/USAddress/CityNm0LOS ANGELES
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090007
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Urquidi Mikaela
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BETA PI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0951677601
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/ReturnTs02020-10-29T15:46:36-07:00
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
2025Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$1.55$1.52$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$1.34$1.31$0.03
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$1.17$1.15$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$1.26$1.20$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$0.16$0.18$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$1.23$1.07$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$1.35$1.28$0.07
2018Summary only. Only limited summary data is available for this year.$0.33$0.00$0.33$1.47$1.38$0.10
2017Summary only. Only limited summary data is available for this year.$0.23$0.00$0.23$1.42$1.34$0.08
2016Summary only. Only limited summary data is available for this year.$0.15$0.00$0.15$1.27$1.24$0.03
2015Summary only. Only limited summary data is available for this year.$0.12$0.00$0.12$1.25$1.30$0.04
2014Summary only. Only limited summary data is available for this year.$0.17$0.00$0.17$1.11$1.11$0.00
2013Summary only. Only limited summary data is available for this year.$0.17$0.00$0.17$1.14$1.12$0.02
2012Summary only. Only limited summary data is available for this year.$0.15$0.00$0.15$0.98$0.99$0.01
2011Summary only. Only limited summary data is available for this year.$0.16$0.00$0.15$0.96$0.95$0.01