ALPHA CHAPTER OF ALPHA PHI MICHAELANEAN SOCIETY HCB (EIN 150532624) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1949

Legal Domicile

Principal Officer

MARY CROGLIO

Phone

3154910027

Tax Period

2023-07-01 to 2024-06-30

ALPHA CHAPTER OF ALPHA PHI MICHAELANEAN SOCIETY HCB, founded in 1949, is a small nonprofit that reported $567K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $168K, a strong 30% operating margin.

Mission

Alpha Phi is a sisterhood of women supporting one another in life long achievement.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $110,400

Program Service Revenue $390,000

Investment Income $66,443

Other Revenue $450

TOTAL REVENUE $567,293

Expense Breakdown

Grants Paid $0

Salaries & Benefits $148,054

Fundraising Expenses $0

Program Expenses $344,260

Other Expenses $251,717

TOTAL EXPENSES $399,771

Year-over-Year Comparison

	2023	2022	Change
Revenue	$567,293	$478,525	+0.2%
Expenses	$399,771	$444,913	-0.1%
Net Income	$167,522	$33,612	+4.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUZANNE MCGINN	SECRETARY	2.00	Director	$0	$0	$0
TAYLOR CLARK	VICE PRESIDENT	2.00	Director	$0	$0	$0
MARY CROGLIO	PRESIDENT	2.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$567,293	$399,771	$1,201,203	$167,522
2023	$478,525	$444,913	$1,052,381	$33,612
2022	$421,296	$380,446	$999,367	$40,850
2021	$390,337	$300,906	$1,011,849	$89,431
2020	$368,126	$376,319	$874,900	$-8,193
2019	$418,466	$352,829	$881,363	$65,637
2018	$458,640	$331,123	$819,225	$127,517

ALPHA CHAPTER OF ALPHA PHI MICHAELANEAN SOCIETY HCB