Civic Intelligence

Alpha Phi International Fraternity-

990EZ • Fiscal year 2019 • EIN 95-3063251

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 29, 2019

Organization Profilewww.lmualphaphi.com
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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

48th percentile

1.7%

Higher net margin than 48% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Asset Growth

66th percentile

7.4%

Faster asset growth than 66% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

66th percentile

7.1%

Faster revenue growth than 66% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$43,508

Up $3,000 (+7.4%) from 2018

Net Assets

$43,508

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin48th percentile

Revenue

Up

$174,143

Up $11,502 (+7.1%) from 2018

Expenses

Down

$171,143

Down $2,302 (-1.3%) from 2018

Net Income

Up

$3,000

Up $13,804 (+128%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$150K$100K$50K$0Assets 2011: $32,282Liabilities 2011: $02011Assets 2012: $2,955Liabilities 2012: $02012Assets 2013: $31,920Liabilities 2013: $02013Assets 2014: $46,788Liabilities 2014: $0Net Assets 2014: $46,7882014Assets 2015: $49,229Liabilities 2015: $0Net Assets 2015: $49,2292015Assets 2016: $39,725Liabilities 2016: $02016Assets 2017: $51,312Liabilities 2017: $02017Assets 2018: $40,508Liabilities 2018: $02018Assets 2019: $43,508Net Assets 2019: $43,5082019Assets 2020: $93,894Net Assets 2020: $93,8942020Assets 2021: $93,519Net Assets 2021: $93,5192021Assets 2022: $91,096Net Assets 2022: $91,0962022Assets 2023: $114,265Net Assets 2023: $114,2652023Assets 2024: $134,155Liabilities 2024: $0Net Assets 2024: $134,1552024Assets 2025: $139,574Liabilities 2025: $0Net Assets 2025: $139,5742025

Highlighted filing

2019

Assets$43,508
Liabilities-
Net Assets$43,508
Open 2019 Filing

Operations Trend

Revenue Growth66th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $183,897Expenses 2011: $186,910Net Income 2011: -$3,0132011Revenue 2012: $182,952Expenses 2012: $212,279Net Income 2012: -$29,3272012Revenue 2013: $195,076Expenses 2013: $166,111Net Income 2013: $28,9652013Revenue 2014: $246,983Expenses 2014: $232,115Net Income 2014: $14,8682014Revenue 2015: $220,936Expenses 2015: $218,495Net Income 2015: $2,4412015Revenue 2016: $176,993Expenses 2016: $186,497Net Income 2016: -$9,5042016Revenue 2017: $184,633Expenses 2017: $173,046Net Income 2017: $11,5872017Revenue 2018: $162,641Expenses 2018: $173,445Net Income 2018: -$10,8042018Revenue 2019: $174,143Expenses 2019: $171,143Net Income 2019: $3,0002019Revenue 2020: $167,172Expenses 2020: $116,786Net Income 2020: $50,3862020Revenue 2021: $64,537Expenses 2021: $64,912Net Income 2021: -$3752021Revenue 2022: $155,749Expenses 2022: $158,172Net Income 2022: -$2,4232022Revenue 2023: $161,313Expenses 2023: $138,144Net Income 2023: $23,1692023Revenue 2024: $208,975Expenses 2024: $189,085Net Income 2024: $19,8902024Revenue 2025: $203,849Expenses 2025: $198,430Net Income 2025: $5,4192025

Highlighted filing

2019

Revenue$174,143
Expenses$171,143
Net Income$3,000
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 29, 2019
Return Version
2018v3.1
Gross Receipts
$174,143
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
The 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.--
The Organization held a formal event in the Spring season attended by all members and their guests.The formal event included transportation, dinner and dancing. The event encourages social interaction between members and continued membership with the Organization.--
The Organization held a formal event in the Fall season attended by all members and their guests.The formal event included transportation, dinner and dancing. The event encourages social interaction between members and continued membership with the Organization.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Reilly JordynPresidentPT$0--
Beermann BrookeVP Risk Mangemt-$0--
Michael ClaireVP Member Educ-$0--
Tietz AmandaVP Of Finance-$0--
Lucio DaniellaVP Mem Recruit-$0--
Carlson CassidyVP Of Marketing-$0--
Bernal GraceVP Comm Relatio-$0--
Aranas AlexaExecutive Director-$0--
Stevens LindseyPanhellenic Del-$0--
Papadopoulos SophiaDirector Academ-$0--
Swanson SerenaDirector Alumna-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Phi International Fraternity-
EIN
95-3063251
Phone
9166877700
Address
PO BOX 270, WILTON, CA 95693

Signing Officer

Name
Tietz Amanda
Title
VP of Finance
Signed
2019-09-29
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1

“Risk Management $42265”

Other Expenses.2

“Community relations $35749”

Other Expenses.3

“INTERNATIONAL $26300”

Other Expenses.4

“Member ed and programming $17218”

Other Expenses.5

“MARKETING $11182”

Other Expenses.6

“ADMINISTRATIVE $10942”

Other Expenses.7

“Recruitment $9148”

Other Expenses.8

“Leadership $8342”

Raw XML Appendix149 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/PersonNm0Alpha Phi Inter Fraternity
IRS990EZ/BooksInCareOfDetail/PhoneNum08184569319
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01 LMU DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOS ANGELES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0900452659
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040508
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043508
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03000
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0345
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040508
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043508
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0174143
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum01038
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt08305
IRS990EZ/InvestmentIncomeAmt0204
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0173939
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040508
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043508
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040508
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043508
IRS990EZ/OccupancyRentUtltsAndMaintAmt09496
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt93.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt103.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Reilly Jordyn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Beermann Brooke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michael Claire
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tietz Amanda
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lucio Daniella
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Carlson Cassidy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Bernal Grace
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Aranas Alexa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Stevens Lindsey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Papadopoulos Sophia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Swanson Serena
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP RISK MANGEMT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP MEMBER EDUC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP MEM RECRUIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP COMM RELATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PANHELLENIC DEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR ACADEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR ALUMNA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0161146
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Alpha Phi is a sisterhood of women supporting each other in lifelong achievement.
IRS990EZ/PrintingPublicationsPostageAmt0156
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The Organization held a formal event in the Spring season attended by all members and their guests.The formal event included transportation, dinner and dancing. The event encourages social interaction between members and continued membership with the Organization.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The Organization held a formal event in the Fall season attended by all members and their guests.The formal event included transportation, dinner and dancing. The event encourages social interaction between members and continued membership with the Organization.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0171143
IRS990EZ/TotalRevenueAmt0174143
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.lmualphaphi.com/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Risk Management $42265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMUNITY RELATIONS $35749
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INTERNATIONAL $26300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBER ED AND PROGRAMMING $17218
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MARKETING $11182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ADMINISTRATIVE $10942
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Recruitment $9148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Leadership $8342
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tietz Amanda
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ZETA BETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0953063251
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/ReturnTs02019-10-22T11:12:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,508
Liabilities
-
Net assets
$43,508
Revenue
$174,143
Expenses
$171,143
Net income
$3,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$2.04$1.98$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$2.09$1.89$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.14$1.14$1.61$1.38$0.23
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.91$1.56$1.58$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.65$0.65$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.94$1.67$1.17$0.50
2019Detailed filing. Detailed filing data is available for this year.$0.44$0.44$1.74$1.71$0.03
2018Summary only. Only limited summary data is available for this year.$0.41$0.00$1.63$1.73$0.11
2017Summary only. Only limited summary data is available for this year.$0.51$0.00$1.85$1.73$0.12
2016Summary only. Only limited summary data is available for this year.$0.40$0.00$1.77$1.86$0.10
2015Summary only. Only limited summary data is available for this year.$0.49$0.00$0.49$2.21$2.18$0.02
2014Summary only. Only limited summary data is available for this year.$0.47$0.00$0.47$2.47$2.32$0.15
2013Summary only. Only limited summary data is available for this year.$0.32$0.00$1.95$1.66$0.29
2012Summary only. Only limited summary data is available for this year.$0.03$0.00$1.83$2.12$0.29
2011Summary only. Only limited summary data is available for this year.$0.32$0.00$1.84$1.87$0.03