Civic Intelligence

Alpha Phi International Fraternity-

990 • Fiscal year 2022 • EIN 95-1961200

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 22, 2022

3320 W Foster Ave 105Chicago, IL 60625

(847) 316-8977

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Net Margin

36th percentile

0.3%

Higher net margin than 36% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Asset Growth

54th percentile

2.5%

Faster asset growth than 54% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

95th percentile

170%

Faster revenue growth than 95% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Up

$115,006

Up $2,833 (+2.5%) from 2021

Net Assets

Up

$115,006

Up $2,833 (+2.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$978,144

Up $615,645 (+170%) from 2021

Expenses

Up

$975,311

Up $597,081 (+158%) from 2021

Net Income

Up

$2,833

Up $18,564 (+118%) from 2021

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $18,279Liabilities 2011: $50Net Assets 2011: $18,2292011Assets 2012: $31,751Liabilities 2012: $6,495Net Assets 2012: $25,2562012Assets 2013: $51,477Liabilities 2013: $0Net Assets 2013: $51,4772013Assets 2014: $51,767Liabilities 2014: $0Net Assets 2014: $51,7672014Assets 2015: $53,986Liabilities 2015: $0Net Assets 2015: $53,9862015Assets 2016: $80,953Liabilities 2016: $0Net Assets 2016: $80,9532016Assets 2017: $109,829Liabilities 2017: $0Net Assets 2017: $109,8292017Assets 2018: $111,318Liabilities 2018: $0Net Assets 2018: $111,3182018Assets 2019: $110,468Liabilities 2019: $0Net Assets 2019: $110,4682019Assets 2020: $127,904Liabilities 2020: $0Net Assets 2020: $127,9042020Assets 2021: $112,173Liabilities 2021: $0Net Assets 2021: $112,1732021Assets 2022: $115,006Liabilities 2022: $0Net Assets 2022: $115,0062022Assets 2023: $182,640Liabilities 2023: $0Net Assets 2023: $182,6402023Assets 2024: $279,058Liabilities 2024: $0Net Assets 2024: $279,0582024Assets 2025: $358,981Liabilities 2025: $0Net Assets 2025: $358,9812025

Highlighted filing

2022

Assets$115,006
Liabilities$0
Net Assets$115,006

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $464,547Expenses 2011: $472,147Net Income 2011: -$7,6002011Revenue 2012: $545,948Expenses 2012: $538,921Net Income 2012: $7,0272012Revenue 2013: $620,111Expenses 2013: $593,890Net Income 2013: $26,2212013Revenue 2014: $616,444Expenses 2014: $616,154Net Income 2014: $2902014Revenue 2015: $704,249Expenses 2015: $702,030Net Income 2015: $2,2192015Revenue 2016: $737,441Expenses 2016: $710,474Net Income 2016: $26,9672016Revenue 2017: $789,458Expenses 2017: $760,582Net Income 2017: $28,8762017Revenue 2018: $770,170Expenses 2018: $768,681Net Income 2018: $1,4892018Revenue 2019: $831,931Expenses 2019: $832,781Net Income 2019: -$8502019Revenue 2020: $862,978Expenses 2020: $845,542Net Income 2020: $17,4362020Revenue 2021: $362,499Expenses 2021: $378,230Net Income 2021: -$15,7312021Revenue 2022: $978,144Expenses 2022: $975,311Net Income 2022: $2,8332022Revenue 2023: $1,049,098Expenses 2023: $981,464Net Income 2023: $67,6342023Revenue 2024: $1,261,521Expenses 2024: $1,165,103Net Income 2024: $96,4182024Revenue 2025: $1,353,803Expenses 2025: $1,273,880Net Income 2025: $79,9232025

Highlighted filing

2022

Revenue$978,144
Expenses$975,311
Net Income$2,833
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 22, 2022
Return Version
2021v4.0
Gross Receipts
$978,144
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$112,173$115,006▲ $2,833
Savings and Temporary Cash Investments$84,000$90,010▲ $6,010
Cash and Non-Interest-Bearing Accounts$28,173$24,996▼ $3,177
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$112,173$115,006▲ $2,833
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$112,173$115,006▲ $2,833
Total Liabilities and Net Assets / Fund Balance$112,173$115,006▲ $2,833
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jewell LizPresident
Fournier-Ruiz CamilleDirector Chapter Ho
Taylor CallieDirector Comm. Enga
Berglund KirraExecutive Admin
Sanchez PresleyPanhellenic Del
O'Bryant McKennaVP of Diversity
Mason JacquelineVP of Finance
Pope KateVP of Health
Hild KenedyVP of Marketing
Kamps TaylorVP of Mem. Recr
Trcka AlexaVP of New Memb.
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$978,082
Investment Income
$62
Other Revenue
$0
Change in Net Assets
$2,833
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$975,311
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---$639,749
All Other Expenses---$49,711
Office Expenses---$36,151
Other Expenses---$29,665
Fees for Services Legal---$16,538
Conferences and Meetings---$10,906
Fees for Services Accounting---$4,245
Total Functional Expenses$0$0$0$975,311
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 SDSU.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 SDSU.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at SDSU.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
95-1961200
Phone
8473168977
Address
3320 W FOSTER AVE 105, CHICAGO, IL 60625

Signing Officer

Name
Mason Jacqueline
Title
VP of Finance
Signed
2022-09-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jewell Liz
Formed
1949
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Tammy Trujillo Ea
Address
9595 STABLEGATE RD, WILTON, CA 95693
Preparer
Tammy Trujillo
Phone
9166679499
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 San Diego State University ("SDSU").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/TitleTxt1VP of Health
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP of Mem. Recr
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IRS990/Form990PartVIISectionAGrp/TitleTxt4VP of New Memb.
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP of Marketing
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP of Diversity
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Admin
IRS990/Form990PartVIISectionAGrp/TitleTxt8Panhellenic Del
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt341224
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0256532
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1628855
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt251471
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt341224
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 112 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.
IRS990/ProgSrvcAccomActy3Grp/Desc0Purchased clothing and other branded material to be used by members. Members utilizing Alpha Phi branded materials markets the Organization to potential new members who attend the University. The use of branded material also identifies members and encourages non members to inquire about membership.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0134
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0378230
IRS990/PYProgramServiceRevenueAmt0362365
IRS990/PYRevenuesLessExpensesAmt0-15731
IRS990/PYTotalExpensesAmt0378230
IRS990/PYTotalRevenueAmt0362499
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02833
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0112173
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0115006
IRS990/SavingsAndTempCashInvstGrp/BOYAmt084000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt090010
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 San Diego State University ("SDSU").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 SDSU.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 SDSU.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at SDSU.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/TotalAssetsBOYAmt0112173
IRS990/TotalAssetsEOYAmt0115006
IRS990/TotalAssetsGrp/BOYAmt0112173
IRS990/TotalAssetsGrp/EOYAmt0115006
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0975311
IRS990/TotalGrossUBIAmt062
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0112173
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0115006
IRS990/TotalProgramServiceRevenueAmt0978082
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0978082
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0978144
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt062
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0112173
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0115006
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06055 Montezuma Road
IRS990/USAddress/CityNm0SAN DIEGO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092115
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mason Jacqueline
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP of Finance
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GAMMA ALPHA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0951961200
ReturnHeader/Filer/PhoneNum08473168977
ReturnHeader/Filer/USAddress/AddressLine1Txt03320 W FOSTER AVE 105
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060625
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832177268
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAMMY TRUJILLO EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09595 STABLEGATE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095693
ReturnHeader/PreparerPersonGrp/PhoneNum09166679499
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tammy Trujillo
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-09-22T13:18:37-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mason
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Jacqueline
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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.$0.36$0.00$0.36$1.35$1.27$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$1.26$1.17$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$1.05$0.98$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.98$0.98$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.36$0.38$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.86$0.85$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.83$0.83$0.00
2018Summary only. Only limited summary data is available for this year.$0.11$0.00$0.11$0.77$0.77$0.00
2017Summary only. Only limited summary data is available for this year.$0.11$0.00$0.11$0.79$0.76$0.03
2016Summary only. Only limited summary data is available for this year.$0.08$0.00$0.08$0.74$0.71$0.03
2015Summary only. Only limited summary data is available for this year.$0.05$0.00$0.05$0.70$0.70$0.00
2014Summary only. Only limited summary data is available for this year.$0.05$0.00$0.05$0.62$0.62$0.00
2013Summary only. Only limited summary data is available for this year.$0.05$0.00$0.05$0.62$0.59$0.03
2012Summary only. Only limited summary data is available for this year.$0.03$0.01$0.03$0.55$0.54$0.01
2011Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$0.46$0.47$0.01