2025-11-13T15:55:07-06:00 2025-06-30 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2024-07-01 362077508 ALPHA PHI INTERNATIONAL FRATERNITY ALPH 8474750663 1985 S JOSEPHINE STREET DENVER CO 80210 RENEE ZAINER EXECUTIVE DIRECTOR 8474750663 2025-11-13 1 0 ANGELA N CRAWFORD CPA P00573197 3178488920 2025-11-13 2024 2025-03-06 01:10:19Z RENEE ZAINER 1985 S JOSEPHINE STREET DENVER CO 80210 24507352 0 X WWW.ALPHAPHI.ORG X 1926 NY ALPHA PHI IS A LOYAL SISTERHOOD OF WOMEN COURAGEOUSLY PURSUING LIMITLESS EXCELLENCE. 8 8 89 1740 1969449 0 1932898 1681727 8078475 9193642 937275 2108035 505911 489784 11454559 13473188 0 0 0 0 3063788 3591291 0 0 0 5808970 6200200 8872758 9791491 2581801 3681697 66006797 72878004 33308311 36494796 32698486 36383208 ALPHA PHI IS A LOYAL SISTERHOOD OF WOMEN COURAGEOUSLY PURSUING LIMITLESS EXCELLENCE. 0 0 ALPHA PHI PROVIDES OVERSIGHT, SUPPORT AND ASSISTANCE TO OVER 24,000 COLLEGIATE MEMBERS ON 174 COLLEGE CAMPUSES AND OVER 220,000 ALUMNAE WORLDWIDE. ALPHA PHI'S FIVE LEADERSHIP PROGRAM AREAS ARE: LIVE COURAGEOUSLY, STAND TOGETHER, LEGACY OF LEADERS, DISNEY INSTITUTE, AND THE LEAGUE OF COACHES. USING A MULTI-FACETED APPROACH, PROGRAMS ARE SELECTED TO SUPPLEMENT THE EDUCATIONAL OPPORTUNITIES PROVIDED BY THE MEMBER'S HOST INSTITUTION. GUIDED BY ALPHA PHI'S STRATEGIC PLAN AND HIGH IDEALS OF MEMBERSHIP, THESE EMPOWERING PROGRAMS SUPPORT THE GROWTH, EDUCATION, HEALTH AND WELL-BEING OF HER MEMBERS. THE FRATERNITY UTILIZES PROVEN INDUSTRY EXPERTS AND PIONEER PARTNERSHIPS WITH EMERGING COMPANIES TO DELIVER CUTTING-EDGE PROGRAMMATIC EXPERIENCES. ALPHA PHI FOCUSES ON TOPICS RELEVANT TO TODAY'S COLLEGIATE EXPERIENCE THAT SPEAK TO THE DIVERSE LEARNING STYLES OF GENERATION Z. ALPHA PHI PROVIDES FINANCING FOR COLLEGIATE CHAPTER HOUSING TO LOCAL HOUSE CORPORATION BOARDS AND OTHER AFFILIATED HOUSING ENTITIES, WHO IN TURN, PROVIDE SAFE AND WELL-MAINTAINED HOUSING AND A SOCIAL SETTING FOR THE ORGANIZATION'S MEMBERS. 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 43 0 1 89 1 1 1 0 0 0 1 1 1452425 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X CATHERINE KOESSL 8474750663 1985 S JOSEPHINE STREET DENVER CO 80210 KATE HALFON PRESIDENT 5.00 X X 0 0 0 ELIZABETH MELAMPY VICE PRESIDENT 5.00 X X 0 0 0 DAWN BAUER SECRETARY/TREASURER 5.00 1.00 X X 0 0 0 BILLIE BATTIATO DIRECTOR 5.00 X 0 0 0 KAREN BAVENDER DIRECTOR 5.00 X 0 0 0 CHRISTEN SHELTON FLAMM DIRECTOR 5.00 1.00 X 0 0 0 JENNY CONCEPCION HANSEN DIRECTOR 5.00 X 0 0 0 KERI MILLER VAN ACKER DIRECTOR 5.00 X 0 0 0 RENEE ZAINER EXECUTIVE DIRECTOR 50.00 5.00 X 182520 0 19674 WHITNEY BERGER SR. DIRECTOR FINANCIAL PLA 25.00 25.00 X 127939 0 21803 310459 0 41477 2 0 1 0 AMATI CASEWORKS LLC 419 S LAMAR STREET LAKEWOOD CO 80226 DEISGN, PROJECT MANAGEMENT, AND CONSTRUC 281433 PIXEL POINT LLC 9537 HEMLOCK DRIVE HUNTSVILLE AL 35803 AUDIO & VIDEO 211720 DISNEY INSTITUTE 500 SOUTH BUENA VISTA STREET BURBANK CA 91521 LEADERSHIP INSTITUTE FACILITATION 144200 APPLIED TECH SOLUTIONS 150 N SUNNY SLOPE ROAD STE 200 BROOKFIELD WI 53005 TECHNOLOGY AND COMPUTER EQUIPMENT 109518 4 1681727 1681727 MEMBERSHIP DUES 900099 6046653 6046653 CHAPTER PROGRAM FEES 900099 1225922 1225922 OTHER PROGRAM REVENUE 900099 733387 733387 CONFERENCES 900099 634499 634499 COLLEGIATE ACCOUNTING SERVICES 900099 510210 510210 42971 42971 9193642 1600355 631360 968995 488774 488774 75561 86325 -10764 -10764 -10764 11455519 10947839 507680 507680 507680 PUBLICATION INCOME 900099 11774 7774 4000 11774 13473188 9822012 1969449 0 X 221037 2773164 326678 270412 100595 45850 50420 118208 51950 103509 348504 76247 628516 735510 368402 1002567 DISNEY INSTITUTE LEADER 535268 BADGES & CERTIFICATES 426697 NEW MEMEBR EXPERIENCE 275187 RECRUITMENT 263192 1069578 9791491 820409 2017580 2482338 2322790 496775 157359 284481 177570 13728527 14375242 8701 6568 673657 650451 10269268 1106597 7917518 9162671 9071098 9113834 30523293 34893939 66006797 72878004 901497 365410 6474 5305 32400340 36124081 33308311 36494796 X 32317904 36355824 380582 27384 32698486 36383208 66006797 72878004 X 3681697 10375 -7350 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1131576 1131576 7664388 562516 7101872 1473304 544081 929223 9162671 SECURITY DEPOSITS 4500 FUNDS HELD FOR CHAPTERS 34889439 34893939 FUNDS HELD FOR CHAPTERS 36124081 36124081 X PART X, LINE 2: FOOTNOTE IN CONSOLIDATED FINANCIAL STATEMENTS: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND TO RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2025 AND 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES MEMBER DUES AND FEES RELATED TO CANADIAN CHAPTERS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X X X 0 0 0 RENEE ZAINER EXECUTIVE DIRECTOR 182295 0 0 0 225 0 3696 0 15978 0 202194 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THIS FRATERNITY SHALL BE OPEN TO QUALIFIED WOMEN AND SHALL BE ATTAINED ONLY BY ELECTION AND INITIATION IN ACCORDANCE WITH THE CONSTITUTION AND BYLAWS AND THE PRESCRIBED RITUAL OF THE FRATERNITY (ARTICLE XIX). MEMBERSHIP IS TRADITIONALLY ROOTED IN THE COLLEGIATE MEMBER EXPERIENCE AND CONTINUES AFTER COLLEGE OR UNIVERSITY AS AN ALUMNA MEMBER. MEMBERSHIP MAY ALSO COMMENCE AS AN ALUMNA INITIATE (ONE WHO IS INVITED TO MEMBERSHIP OUTSIDE THE COLLEGIATE ORGANIZATION). FORM 990, PART VI, SECTION A, LINE 7A THE CONVENTION SHALL BE THE GENERAL LEGISLATIVE BODY OF THE FRATERNITY AND ELECTS ALUMNAE MEMBERS TO SERVE ON THE INTERNATIONAL EXECUTIVE BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE CONVENTION ALSO HAS THE FOLLOWING POWERS: A. TO ACT UPON ALL FRATERNITY MATTERS EXCEPT THOSE FOR WHICH EXCLUSIVE AUTHORITY IS OTHERWISE DELEGATED IN THE CONSTITUTION AND BYLAWS; B. TO APPROVE CHANGES IN THE RITUAL OF THE FRATERNITY; C. TO ADOPT AMENDMENTS TO THE CONSTITUTION AND BYLAWS; D. TO RECEIVE THE BIENNIAL REPORTS OF THE INTERNATIONAL EXECUTIVE BOARD AND OTHER OFFICERS OR COMMITTEE CHAIRS AS DEEMED APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTING FIRM OF BLUE AND CO, LLC. ONCE COMPLETED IT IS REVIEWED BY EXECUTIVE OFFICE STAFF AND SUBSEQUENTLY PRESENTED TO THE FINANCE & AUDIT STANDING COMMITTEE AND THE INTERNATIONAL EXECUTIVE BOARD (IEB) FOR THEIR REVIEW. IT IS THEN FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF THE FRATERNITY AND ITS IEB THAT BOARD MEMBERS AND ALPHA PHI INTERNATIONAL FRATERNITY EXECUTIVE OFFICE (EO) STAFF CARRY OUT THEIR RESPECTIVE DUTIES IN A FASHION THAT AVOIDS ACTUAL, POTENTIAL OR PERCEIVED CONFLICTS OF INTEREST. BOARD MEMBERS AND EO STAFF SHALL HAVE THE CONTINUING, AFFIRMATIVE DUTY TO REPORT ANY PERSONAL OWNERSHIP, INTEREST, OR OTHER RELATIONSHIP THAT MIGHT AFFECT THEIR ABILITY TO EXERCISE IMPARTIAL, ETHICAL, AND BUSINESS-BASED JUDGMENTS IN FULFILLING THEIR RESPONSIBILITIES TO THE FRATERNITY. THIS POLICY SHALL BE FURTHER SUBJECT TO THE FOLLOWING PRINCIPLES: 1. BOARD MEMBERS AND EO STAFF SHALL CONDUCT THEIR DUTIES WITH RESPECT TO POTENTIAL AND ACTUAL GRANTEES, CONTRACTORS, SUPPLIERS, AGENCIES, AND OTHER PERSONS TRANSACTING OR SEEKING TO TRANSACT BUSINESS WITH THE FRATERNITY IN A COMPLETELY IMPARTIAL MANNER WITHOUT FAVOR OR PREFERENCE BASED UPON ANY ALPHA PHI INTERNATIONAL FRATERNITY, INC 36-2077508 CONSIDERATION OTHER THAN THE BEST INTERESTS OF THE FRATERNITY. 2. BOARD MEMBERS AND EO STAFF SHALL NOT SEEK OR ACCEPT FOR THEMSELVES OR ANY OF THEIR RELATIVES (INCLUDING SPOUSES, CHILDREN, ETC.) FROM ANY PERSON OR BUSINESS ENTITY THAT TRANSACTS OR SEEKS TO TRANSACT BUSINESS WITH THE FRATERNITY ANY GIFTS, ENTERTAINMENT, OR OTHER FAVORS RELATING TO THEIR POSITIONS WITH THE FRATERNITY THAT EXCEED COMMON COURTESIES CONSISTENT WITH ETHICAL AND ACCEPTED BUSINESS PRACTICES. 3. IF A BOARD MEMBER OR A BOARD MEMBER'S RELATIVE DIRECTLY OR INDIRECTLY OWNS A SIGNIFICANT FINANCIAL INTEREST IN, OR IS EMPLOYED BY, ANY BUSINESS ENTITY THAT TRANSACTS OR SEEKS TO TRANSACT BUSINESS WITH THE FRATERNITY THE BOARD MEMBER SHALL DISCLOSE THAT INTEREST OR POSITION AND SHALL REFRAIN FROM VOTING ON ANY ISSUE PERTAINING TO THE TRANSACTION. 4. EO STAFF SHALL NOT CONDUCT BUSINESS ON BEHALF OF THE FRATERNITY WITH A RELATIVE OR A BUSINESS ENTITY IN WHICH THE EMPLOYEE OR HIS OR HER RELATIVE OWNS A SIGNIFICANT FINANCIAL INTEREST OR BY WHICH SUCH EMPLOYEE OR RELATIVE IS EMPLOYED EXCEPT WHERE SUCH DEALINGS HAVE BEEN DISCLOSED TO AND SPECIFICALLY APPROVED AND AUTHORIZED BY THE IEB. 5. THE IEB MAY REQUIRE THE FRATERNITY'S BOARD MEMBERS OR EO STAFF TO ANNUALLY COMPLETE (OR AS OTHERWISE SCHEDULED BY THE IEB) A DISCLOSURE STATEMENT REGARDING ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST DESCRIBED IN THIS POLICY. THE DISCLOSURE STATEMENT SHALL BE IN SUCH FORM AS MAY BE PRESCRIBED BY THE IEB AND MAY INCLUDE INFORMATION REGARDING A PERSON'S PARTICIPATION AS A DIRECTOR, MEMBER, TRUSTEE, OFFICER OR EMPLOYEE OF ANY OTHER NON-PROFIT ORGANIZATION. THE IEB SHALL BE RESPONSIBLE FOR OVERSIGHT OF ALL DISCLOSURES OR FAILURES TO DISCLOSE AND FOR TAKING APPROPRIATE ACTION IN THE CASE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST TRANSACTION. THE FAILURE OF THE FRATERNITY, ITS IEB, OR ANY OR ALL OF ITS BOARD MEMBERS ALPHA PHI INTERNATIONAL FRATERNITY, INC 36-2077508 OR EO STAFF TO COMPLY WITH THIS CONFLICT OF INTEREST PROVISION SHALL NOT INVALIDATE, CANCEL, VOID, OR MAKE VOIDABLE ANY CONTRACT, RELATIONSHIP, ACTION, TRANSACTION, DEBT, COMMITMENT, OR OBLIGATION OF THE FRATERNITY THAT OTHERWISE IS VALID AND ENFORCEABLE UNDER APPLICABLE LAW. FORM 990, PART VI, SECTION B, LINE 15A IN DETERMINING THE COMPENSATION FOR THE EXECUTIVE DIRECTOR, THE PERSONNEL COMMITTEE, WHICH IS A COMMITTEE OF THE INTERNATIONAL EXECUTIVE BOARD, USED A COMPILATION OF FEEDBACK FROM INDEPENDENT BOARD MEMBERS, A 360 DEGREE FEEDBACK TOOL AND RESULTS FROM A THIRD PARTY SURVEY OF INDUSTRY PEERS. THESE SAME TOOLS WERE USED TO PREPARE THE EXECUTIVE DIRECTOR'S ANNUAL PERFORMANCE REVIEW. THE ORGANIZATION MEASURED HER PERFORMANCE AGAINST PROGRESS MADE RELATIVE TO ITS STRATEGIC PLAN AND ALSO MEASURED SKILLS, KNOWLEDGE AND RESULTS. HER SALARY WAS BASED ON THESE MEASURES. FORM 990, PART VI, SECTION C, LINE 19 THE FRATERNITY POSTS ITS CONSTITUTION, POLICIES & PROCEDURES DOCUMENT (WHICH INCLUDES ITS CONFLICT OF INTEREST POLICY). THE AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN 6104(D). FORM 990, PART IX, LINE 24E QUARTERLY MAGAZINE 207,599. MISCELLANEOUS 191,273. LEGACY OF LEADERS PROGRAM 172,320. HERITAGE 167,744. INTERFRATERNAL DUES & ACTIVITIES 136,105. EDUCATIONAL PROGRAMS 90,197. LEAGUE OF COACHES PROGRAM 61,090. ALUMNAE ENGAGEMENT 35,247. RECOGNITIONS AND AWARDS 8,003. FORM 990, PART XI, LINE 9: FOREIGN EXCHANGE GAIN/LOSS -7,350. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ALPHA PHI EDUCATIONAL CONSULTANTS LLC 1985 S JOSEPHINE STREET DENVER CO 80210 992804083 EDUCATIONAL CONSULTING IN ALPHA PHI INTERNATIONAL FRATERNITY INC IVY EMPLOYMENT PARTNERS LLC 1985 S JOSEPHINE STREET DENVER CO 80210 994599161 CENTRALIZED EMPLOYMENT IN 1872 PROPERTIES OF ALPHA PHI INC 1985 S JOSEPHINE STREET DENVER CO 80210 311627255 FRATERNITY HOUSING OH 501(C)(7) ALPHA PHI INTERNATIONAL FRATERNITY INC 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1872 PROPERTIES OF ALPHA PHI INC P 1369829 COST