Liabilities / Assets
82nd percentile
Higher debt load relative to assets than 82% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.67x
Liabilities / Revenue
89th percentile
Higher debt load relative to revenue than 89% of similar nonprofits.
Net Margin
84th percentile
Higher net margin than 84% of similar nonprofits.
Top Officer Pay
72nd percentile
Higher top officer pay than 72% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
60th percentile
Faster asset growth than 60% of similar nonprofits.
Revenue Growth
47th percentile
Faster revenue growth than 47% of similar nonprofits.
Balance Sheet
Assets
Up$3,413,295
Up $76,383 (+2.3%) from 2015
Net Assets
Up$1,131,397
Up $215,739 (+24%) from 2015
Liabilities
Down$2,281,898
Down $139,356 (-5.8%) from 2015
Revenue And Expenses
Revenue
Up$947,911
Up $15,845 (+1.7%) from 2015
Expenses
Up$732,172
Up $68,220 (+10%) from 2015
Net Income
Down$215,739
Down $52,375 (-20%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2015 to Jun 30, 2016
- Signed
- Oct 11, 2016
- Return Version
- 2015v2.0
- Gross Receipts
- $947,911
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.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Land, Buildings, and Equipment, Net | $2,439,901 | $2,453,439 | ▲ $13,538 |
| Rtn Earn Endowment Incm Other Fnds | $915,658 | $1,131,397 | ▲ $215,739 |
| Savings and Temporary Cash Investments | $815,127 | $945,797 | ▲ $130,670 |
| Cash and Non-Interest-Bearing Accounts | $9,330 | $8,843 | ▼ $487 |
| Intangible Assets | $7,458 | $2,984 | ▼ $4,474 |
| 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 | - |
| Inventories for Sale or Use | - | $0 | - |
| Prepaid Expenses and Deferred Charges | - | $0 | - |
| Total Assets | $3,336,912 | $3,413,295 | ▲ $76,383 |
| Other Assets Total | $65,096 | $2,232 | ▼ $62,864 |
| Liabilities | |||
| Mortgage Notes Payable Secured by Investment Property | $2,394,254 | $2,265,398 | ▼ $128,856 |
| Other Liabilities | $27,000 | $16,500 | ▼ $10,500 |
| Total Liabilities | $2,421,254 | $2,281,898 | ▼ $139,356 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $915,658 | $1,131,397 | ▲ $215,739 |
| Total Liabilities and Net Assets / Fund Balance | $3,336,912 | $3,413,295 | ▲ $76,383 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $2,096,513 | $985,104 | $3,081,617 |
| Other Land Buildings | $186,830 | $123,658 | $310,488 |
| Leasehold Improvements | $87,659 | $35,943 | $123,602 |
| Equipment | $29,061 | $35,993 | $65,054 |
| Land | $53,376 | - | $53,376 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Lindsey Goldstein | President |
| Natalie Warkins | Coll Board Memb |
| Sydney Watson | Coll Board Memb |
| Roxanne Basso | Secretary |
| Bonnie Lemon | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $947,149
- Investment Income
- $762
- Other Revenue
- $0
- Change in Net Assets
- $215,739
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $562,784 |
| Salaries, Compensation, and Employee Benefits | $169,388 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $114,010 | $39,912 | - | $153,922 |
| Depreciation Depletion | $151,662 | - | - | $151,662 |
| Interest | $62,236 | - | - | $62,236 |
| Insurance | $21,468 | $4,226 | - | $25,694 |
| All Other Expenses | $8,514 | $8,914 | - | $17,428 |
| Payroll Taxes | $11,668 | $3,798 | - | $15,466 |
| Fees for Services Accounting | - | $10,329 | - | $10,329 |
| Other Expenses | $5,961 | - | - | $5,961 |
| Total Functional Expenses | $664,993 | $67,179 | $0 | $732,172 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Insider Transactions and Loans
Loans and Receivables
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Room Reservation Deposits | $16,500 |
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
- 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
- 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
“Members of this corporation shall be limited to those persons who shall meet all of the following qualifications:A.She shall be an initiated member in good standing of Alpha Phi International Fraternity.B.She shall have attained the age of majority under the laws of 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.D.She shall have notified the secretary of the corporation of her desire to become a member and have furnished to the secretary a personal mailing address.E.At the option of the corporation board of directors, other interested persons may be invited to membership or may serve in an advisory role.”
Form 990, Part VI, Line 11B: Form 990 Review Process
“The form 990 is prepared by a certified public accountant. The return is then forwarded to the outside accountant who confirms the correctness of the tax return. The tax returns are sent to the board members for review and comments. After this process is satisfied, the returns are filed.”
Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts
“THE OFFICERS, DIRECTORS, AND KEY EMPLOYEES (IF ANY) make a review of the conflict of interest policy and note any potential confilict in their annual meeting minutes.”
Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
“The governing documents, policies and financial statements are available upon request.”
Filing and Contact Details
Filer
- Filer Name
- Beta Delta of Alpha Phi Inc
- EIN
- 95-6098577
- Phone
- 9166877700
- Address
- PO BOX 270, WILTON, CA 95693
Signing Officer
- Name
- Bonnie Lemon
- Title
- Treasurer
- Signed
- 2016-10-11
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Lindsey Goldstein
- Formed
- 1926
- Legal Domicile
- CA
- Voting Board Members
- 5
- Independent Board Members
- 5
- Employees
- 15
- Volunteers
- 5
Preparer
- Firm
- Mc Donough & Associates CPA
- Address
- 737 N VULCAN AVE, ENCINITAS, CA 92024-2137
- Preparer
- LINDA McDONOUGH CPA
- Phone
- 7606325800
Supplemental Narrative
Additional Explanations
Client Note 1
“Client Note 1 - FORM 990 PAGE 5 QUESTION 1CTHE ENTITY HAD NO PAYMENTS TO VENDORS SUBJECT TO BACKUP WITHHOLDING, NO GAMING PAYMENTS, AND NO GAMBLING PAYMENTS.”
Client Note 2
“Client Note 2 - RELATIONSHIPS / AFFILIATIONSThere are approximately 90 House Corporation's that provide housing and social settings for members of Alpha Phi International Fraternity, Inc., including the House Corporation filing this tax return. House Corporations may look for some guidance to Alpha Phi International and/or other House Corporations, but are largely responsible for their own actions. Each entity operates under the broad Alpha Phi designation, but keeps local control. There is no parent / subsidiary, brother / sister, or supporting / supported relationship. Each entity files a separate exemption application and files its own separate form 990.”
Client Note 3
“Client Note 3 - NET OPERATING LOSS CARRYFORWARD ELECTION FORM FEDERAL FORM 990T / CA FORM 109THE NET OPERATING LOSS CARRYFORWARD AVAILABLE FOR NEXT YEAR IS SHOW ON THE ATTACHED SCHEDULE.”
Raw XML Appendix386 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 |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 0 |
| IRS990/AllAffiliatesIncludedInd | 0 | false |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 8914 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 8514 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 17428 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 0 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | JULIE SPORTELLI |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9166877700 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 270 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | WILTON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 95693 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 9330 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 8843 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 0 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 762 |
| IRS990/CYOtherExpensesAmt | 0 | 562784 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 947149 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 215739 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 169388 |
| IRS990/CYTotalExpensesAmt | 0 | 732172 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 947911 |
| IRS990/DAFExcessBusinessHoldingsInd | 0 | false |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 151662 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 151662 |
| IRS990/Desc | 0 | THE ORGANIZATION PROVIDES HOUSING FOR APPROXIMATELY 50 MEMBERS OF A FRATERNITY. THE ORGANIZATION ALSO PROVIDES A MEETING PLACE FOR NONRESIDENT MEMBERS. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DistributionToDonorInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 15 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/EscrowAccountInd | 0 | false |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 10329 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 10329 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | BONNIE LEMON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | NATALIE WARKINS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | SYDNEY WATSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | LINDSEY GOLDSTEIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | ROXANNE BASSO |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | COLL BOARD MEMB |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | COLL BOARD MEMB |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Secretary |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/Form990TFiledInd | 0 | false |
| IRS990/FormationYr | 0 | 1926 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 5 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 947911 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 5 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 0 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 4226 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 21468 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 25694 |
| IRS990/IntangibleAssetsGrp/BOYAmt | 0 | 7458 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 2984 |
| IRS990/InterestGrp/ProgramServicesAmt | 0 | 62236 |
| IRS990/InterestGrp/TotalAmt | 0 | 62236 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 762 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 762 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 0 |
| IRS990/InvestTaxExemptBondsInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 9 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 1180698 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 2439901 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 2453439 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 3634137 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LicensedMoreThanOneStateInd | 0 | false |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | true |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt | 0 | 2394254 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt | 0 | 2265398 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 915658 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1131397 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | true |
| IRS990/NondeductibleContriDisclInd | 0 | true |
| IRS990/OccupancyGrp/TotalAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OnBehalfOfIssuerInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OrgFiledInLieuOfForm1041Ind | 0 | false |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 65096 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 2232 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | FOOD SERVICE COSTS |
| IRS990/OtherExpensesGrp/Desc | 1 | HOUSE UTILITIES |
| IRS990/OtherExpensesGrp/Desc | 2 | MINOR REPAIRS AND MAINT |
| IRS990/OtherExpensesGrp/Desc | 3 | HOUSE AND CLEANING SUPPLIES |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 146819 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 74255 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 68400 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 5961 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 146819 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 74255 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 68400 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 5961 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 27000 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 16500 |
| IRS990/OtherRevenueTotalAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 39912 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 114010 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 153922 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 3798 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 11668 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 15466 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | LINDSEY GOLDSTEIN |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | HOUSE BOND PROGRAM INCOME |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | OTHER INCOME |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | OTHER INCOME- REIMBURSEM |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | PARLOR FEES |
| IRS990/ProgramServiceRevenueGrp/Desc | 4 | PROGRAM SERVICE RENTS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 30875 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 435 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 683 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 260000 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 4 | 655156 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 30875 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 435 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 683 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 260000 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 4 | 655156 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 637 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 497729 |
| IRS990/PYOtherRevenueAmt | 0 | -3861 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 935290 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 268114 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 166223 |
| IRS990/PYTotalExpensesAmt | 0 | 663952 |
| IRS990/PYTotalRevenueAmt | 0 | 932066 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 215739 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 915658 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 1131397 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 815127 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 945797 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 2096513 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 985104 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 3081617 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 29061 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 35993 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 65054 |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 53376 |
| IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt | 0 | 53376 |
| IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt | 0 | 87659 |
| IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt | 0 | 35943 |
| IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt | 0 | 123602 |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 186830 |
| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 123658 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 310488 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 16500 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | ROOM RESERVATION DEPOSITS |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 2453439 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 16500 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Client Note 1 - FORM 990 PAGE 5 QUESTION 1CTHE ENTITY HAD NO PAYMENTS TO VENDORS SUBJECT TO BACKUP WITHHOLDING, NO GAMING PAYMENTS, AND NO GAMBLING PAYMENTS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Client Note 2 - RELATIONSHIPS / AFFILIATIONSThere are approximately 90 House Corporation's that provide housing and social settings for members of Alpha Phi International Fraternity, Inc., including the House Corporation filing this tax return. House Corporations may look for some guidance to Alpha Phi International and/or other House Corporations, but are largely responsible for their own actions. Each entity operates under the broad Alpha Phi designation, but keeps local control. There is no parent / subsidiary, brother / sister, or supporting / supported relationship. Each entity files a separate exemption application and files its own separate form 990. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Client Note 3 - NET OPERATING LOSS CARRYFORWARD ELECTION FORM FEDERAL FORM 990T / CA FORM 109THE NET OPERATING LOSS CARRYFORWARD AVAILABLE FOR NEXT YEAR IS SHOW ON THE ATTACHED SCHEDULE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Members of this corporation shall be limited to those persons who shall meet all of the following qualifications:A.She shall be an initiated member in good standing of Alpha Phi International Fraternity.B.She shall have attained the age of majority under the laws of 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.D.She shall have notified the secretary of the corporation of her desire to become a member and have furnished to the secretary a personal mailing address.E.At the option of the corporation board of directors, other interested persons may be invited to membership or may serve in an advisory role. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE FORM 990 IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTANT. THE RETURN IS THEN FORWARDED TO THE OUTSIDE ACCOUNTANT WHO CONFIRMS THE CORRECTNESS OF THE TAX RETURN. THE TAX RETURNS ARE SENT TO THE BOARD MEMBERS FOR REVIEW AND COMMENTS. AFTER THIS PROCESS IS SATISFIED, THE RETURNS ARE FILED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE OFFICERS, DIRECTORS, AND KEY EMPLOYEES (IF ANY) make a review of the conflict of interest policy and note any potential confilict in their annual meeting minutes. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Client Note 1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Client Note 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Client Note 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VI, Line 11b: Form 990 Review Process |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxableDistributionsInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 3336912 |
| IRS990/TotalAssetsEOYAmt | 0 | 3413295 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 3336912 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 3413295 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 15 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 67179 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 664993 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 732172 |
| IRS990/TotalGrossUBIAmt | 0 | 762 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 2421254 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 2281898 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 2421254 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 2281898 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 915658 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 1131397 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 947149 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 947149 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 947911 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 762 |
| IRS990/TotalVolunteersCnt | 0 | 5 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 3336912 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 3413295 |
| IRS990/TransactionWithControlEntInd | 0 | false |
| IRS990/TravelGrp/TotalAmt | 0 | 0 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 805 S WOOSTER ST APT 401 |
| IRS990/USAddress/CityNm | 0 | LOS ANGELES |
| IRS990/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/USAddress/ZIPCd | 0 | 90035 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 5 |
| IRS990/VotingMembersIndependentCnt | 0 | 5 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BONNIE LEMON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-10-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | BETA DELTA OF ALPHA PHI INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | BETA |
| ReturnHeader/Filer/EIN | 0 | 956098577 |
| ReturnHeader/Filer/PhoneNum | 0 | 9166877700 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 270 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WILTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 95693 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MC DONOUGH & ASSOCIATES CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 737 N VULCAN AVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | ENCINITAS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 920242137 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7606325800 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | LINDA McDONOUGH CPA |
| ReturnHeader/ReturnTs | 0 | 2016-10-11T19:25:17-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-06-30 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $3,413,295
- Liabilities
- $2,281,898
- Net assets
- $1,131,397
- Revenue
- $947,911
- Expenses
- $732,172
- Net income
- $215,739