Civic Intelligence

Beta Pi of Alpha Phi Inc

990 • Fiscal year 2019 • EIN 95-6097032

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 04, 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

38th percentile

0.02x

Higher debt load relative to assets than 38% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

31st percentile

0.06x

Higher debt load relative to revenue than 31% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Net Margin

48th percentile

11%

Higher net margin than 48% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Asset Growth

81st percentile

6.3%

Faster asset growth than 81% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

25th percentile

-7.0%

Faster revenue growth than 25% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$2,157,072

Up $127,794 (+6.3%) from 2018

Net Assets

Up

$2,108,843

Up $90,811 (+4.5%) from 2018

Liabilities

Up

$48,229

Up $36,983 (+329%) from 2018

Revenue

Down

$810,603

Down $61,251 (-7.0%) from 2018

Expenses

Down

$719,792

Down $60,088 (-7.7%) from 2018

Net Income

Down

$90,811

Down $1,163 (-1.3%) from 2018

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,098,217Liabilities 2011: $13Net Assets 2011: $1,098,2042011Assets 2012: $1,222,723Liabilities 2012: $300Net Assets 2012: $1,222,4232012Assets 2013: $1,327,171Liabilities 2013: $8,728Net Assets 2013: $1,318,4432013Assets 2014: $1,374,838Liabilities 2014: $3,644Net Assets 2014: $1,371,1942014Assets 2015: $1,623,916Liabilities 2015: $12,812Net Assets 2015: $1,611,1042015Assets 2016: $1,788,476Liabilities 2016: $7,097Net Assets 2016: $1,781,3792016Assets 2017: $1,933,149Liabilities 2017: $7,091Net Assets 2017: $1,926,0582017Assets 2018: $2,029,278Liabilities 2018: $11,246Net Assets 2018: $2,018,0322018Assets 2019: $2,157,072Liabilities 2019: $48,229Net Assets 2019: $2,108,8432019Assets 2020: $2,253,690Liabilities 2020: $50,847Net Assets 2020: $2,202,8432020Assets 2021: $1,981,987Liabilities 2021: $171Net Assets 2021: $1,981,8162021Assets 2022: $2,136,015Liabilities 2022: $52,251Net Assets 2022: $2,083,7642022Assets 2023: $2,135,771Liabilities 2023: $43,292Net Assets 2023: $2,092,4792023Assets 2024: $2,158,582Liabilities 2024: $52,207Net Assets 2024: $2,106,3752024Assets 2025: $2,407,728Liabilities 2025: $52,000Net Assets 2025: $2,355,7282025

Highlighted filing

2019

Assets$2,157,072
Liabilities$48,229
Net Assets$2,108,843

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $253,277Expenses 2011: $132,044Net Income 2011: $121,2332011Revenue 2012: $594,554Expenses 2012: $470,335Net Income 2012: $124,2192012Revenue 2013: $702,316Expenses 2013: $606,296Net Income 2013: $96,0202013Revenue 2014: $662,650Expenses 2014: $609,899Net Income 2014: $52,7512014Revenue 2015: $835,626Expenses 2015: $595,716Net Income 2015: $239,9102015Revenue 2016: $814,836Expenses 2016: $644,561Net Income 2016: $170,2752016Revenue 2017: $825,489Expenses 2017: $680,810Net Income 2017: $144,6792017Revenue 2018: $871,854Expenses 2018: $779,880Net Income 2018: $91,9742018Revenue 2019: $810,603Expenses 2019: $719,792Net Income 2019: $90,8112019Revenue 2020: $686,914Expenses 2020: $592,914Net Income 2020: $94,0002020Revenue 2021: $69,827Expenses 2021: $290,854Net Income 2021: -$221,0272021Revenue 2022: $808,358Expenses 2022: $706,410Net Income 2022: $101,9482022Revenue 2023: $797,093Expenses 2023: $788,378Net Income 2023: $8,7152023Revenue 2024: $807,711Expenses 2024: $793,815Net Income 2024: $13,8962024Revenue 2025: $1,061,873Expenses 2025: $812,520Net Income 2025: $249,3532025

Highlighted filing

2019

Revenue$810,603
Expenses$719,792
Net Income$90,811
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 4, 2019
Return Version
2018v3.1
Gross Receipts
$810,603
Mission and Program Overview

Mission

Provide for our members a safe, quality living environment that promotes academic excellence and individual and chapter success. We are committed to fiscal responsibility, operating with integrity , honoring tradition and demonstrating mutual respect in order to be the premier facility on each campus.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,018,032$2,108,843▲ $90,811
Land, Buildings, and Equipment, Net$1,367,799$1,382,076▲ $14,277
Savings and Temporary Cash Investments$608,017$750,579▲ $142,562
Cash and Non-Interest-Bearing Accounts$30,225$16,346▼ $13,879
Accounts Receivable$4,287$884▼ $3,403
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,029,278$2,157,072▲ $127,794
Other Assets Total$18,950$7,187▼ $11,763
Liabilities
Other Liabilities-$47,700-
Accounts Payable and Accrued Expenses$11,246$529▼ $10,717
Total Liabilities$11,246$48,229▲ $36,983
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,018,032$2,108,843▲ $90,811
Total Liabilities and Net Assets / Fund Balance$2,029,278$2,157,072▲ $127,794

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$857,112$223,610$1,080,722
Other Land Buildings$175,791$342,678$518,469
Buildings$349,173-$349,173
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carrie TischlerPresident
Aimee JeffersonVice President
Geneva GumaBoard Member
Lindsay RothBoard Member
Vanessa DinkelBoard Member
Mackenzie MaloneSecretary
Tiffany KaneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$810,370
Investment Income
$233
Other Revenue
$0
Change in Net Assets
$90,811
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$719,792
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
Depreciation Depletion---$71,959
All Other Expenses---$37,928
Other Expenses---$34,535
Fees for Services Accounting---$11,615
Insurance---$8,829
Office Expenses---$3,233
Total Functional Expenses$0$0$0$719,792
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Correct Coatings IncFamily membersee supplemantal infoNo$144,422

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Room Reservation Fee (Prepaid Rent)$47,700
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

All members of said Corporation shall be persons admitted to membership in the chapter (whether by formal initiation or formal affiliation as provided under the policies and procedures of The Fraternity) and such other members of the Fraternity who are so admitted, by a majority vote of the Board of Directors of the Corporation.Additionally members of this Corporation shall be limited to those persons who shall meet all of the following qualifications:a.She shall be a member in good standing with the Fraternity;b.She shall have attained the age of majority under the laws in the State of California.c.She shall have paid her house/chapter bond in full to her collegiate chapter and shall not be in default in any other payments to the Corporation or the Fraternity; andd.She shall have personally notified the Secretary of the Corporation, in writing, of her desire to become a member and have furnished to the Secretary a personal mailing address.

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

The form 990 is prepared by the Organizations bookkeeper. The return is sent to the Board Members for review. After this process is satisfied the return is filed.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

At the Corporations annual meeting Board Members review the conflict of interest policy and include in the minutes their review and any potential conflicts.

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.

Filing and Contact Details

Filer

Filer Name
Beta Pi of Alpha Phi Inc
EIN
95-6097032
Phone
9166877700
Address
PO Box 270, Wilton, CA 95693

Signing Officer

Name
Tiffany Kane
Title
Treasurer
Signed
2019-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carrie Tischler
Formed
1945
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Sorority Solutions Inc
Address
11708 GREEN ROAD, WILTON, CA 95693
Preparer
Julie Sportelli
Phone
9166877700
Raw XML Appendix379 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.

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IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0779880
IRS990/PYOtherRevenueAmt0-56119
IRS990/PYProgramServiceRevenueAmt0927770
IRS990/PYRevenuesLessExpensesAmt091974
IRS990/PYTotalExpensesAmt0779880
IRS990/PYTotalRevenueAmt0871854
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt090811
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02018032
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02108843
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0608017
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0750579
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0349173
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0349173
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0857112
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0223610
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01080722
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0175791
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0342678
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0518469
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt047700
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Room Reservation Fee (Prepaid Rent)
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01382076
IRS990ScheduleD/TotalLiabilityAmt047700
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Correct Coatings Inc
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Family member
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0144422
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0see supplemantal info
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0Trasactions included interior and exterior paint, electrical upgrades, bathroom remodel and handyman services
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0All members of said Corporation shall be persons admitted to membership in the chapter (whether by formal initiation or formal affiliation as provided under the policies and procedures of The Fraternity) and such other members of the Fraternity who are so admitted, by a majority vote of the Board of Directors of the Corporation.Additionally members of this Corporation shall be limited to those persons who shall meet all of the following qualifications:a.She shall be a member in good standing with the Fraternity;b.She shall have attained the age of majority under the laws in the State of California.c.She shall have paid her house/chapter bond in full to her collegiate chapter and shall not be in default in any other payments to the Corporation or the Fraternity; andd.She shall have personally notified the Secretary of the Corporation, in writing, of her desire to become a member and have furnished to the Secretary a personal mailing address.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The form 990 is prepared by the Organizations bookkeeper. The return is sent to the Board Members for review. After this process is satisfied the return is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2At the Corporations annual meeting Board Members review the conflict of interest policy and include in the minutes their review and any potential conflicts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization provides its governing documents and financial statements to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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/TotalAssetsBOYAmt02029278
IRS990/TotalAssetsEOYAmt02157072
IRS990/TotalAssetsGrp/BOYAmt02029278
IRS990/TotalAssetsGrp/EOYAmt02157072
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0719792
IRS990/TotalGrossUBIAmt0233
IRS990/TotalLiabilitiesBOYAmt011246
IRS990/TotalLiabilitiesEOYAmt048229
IRS990/TotalLiabilitiesGrp/BOYAmt011246
IRS990/TotalLiabilitiesGrp/EOYAmt048229
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02018032
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02108843
IRS990/TotalProgramServiceRevenueAmt0810370
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0810370
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0810603
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0233
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02029278
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02157072
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0643 W 28th St
IRS990/USAddress/CityNm0Los Angeles
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090007
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tiffany Kane
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Beta Pi of Alpha Phi Inc
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0956097032
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/ReturnTs02019-11-06T17:19:57-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.05$2.36$1.06$0.81$0.25
2024Summary only. Only limited summary data is available for this year.$2.16$0.05$2.11$0.81$0.79$0.01
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.04$2.09$0.80$0.79$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.05$2.08$0.81$0.71$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$0.07$0.29$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.05$2.20$0.69$0.59$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.16$0.05$2.11$0.81$0.72$0.09
2018Summary only. Only limited summary data is available for this year.$2.03$0.01$2.02$0.87$0.78$0.09
2017Summary only. Only limited summary data is available for this year.$1.93$0.01$1.93$0.83$0.68$0.14
2016Summary only. Only limited summary data is available for this year.$1.79$0.01$1.78$0.81$0.64$0.17
2015Summary only. Only limited summary data is available for this year.$1.62$0.01$1.61$0.84$0.60$0.24
2014Summary only. Only limited summary data is available for this year.$1.37$0.00$1.37$0.66$0.61$0.05
2013Summary only. Only limited summary data is available for this year.$1.33$0.01$1.32$0.70$0.61$0.10
2012Summary only. Only limited summary data is available for this year.$1.22$0.00$1.22$0.59$0.47$0.12
2011Summary only. Only limited summary data is available for this year.$1.10$0.00$1.10$0.25$0.13$0.12