DELTA CHAPTER OF ALPHA PHI INC (EIN 166070757) - 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

1921

Legal Domicile

Principal Officer

SUSAN G COLLINS

Phone

6313511774

Tax Period

2024-07-01 to 2025-06-30

DELTA CHAPTER OF ALPHA PHI INC, founded in 1921, is a small nonprofit that reported $669K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $641K left a modest 4% surplus.

Mission

THE ORGANIZATION IS A FRATERNITY PROMOTING THE SOCIAL AND EDUCATIONAL GROWTH OF ITS MEMBERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $650,347

Investment Income $18,434

Other Revenue $120

TOTAL REVENUE $668,901

Expense Breakdown

Grants Paid $0

Salaries & Benefits $36,638

Fundraising Expenses $0

Program Expenses $625,437

Other Expenses $604,076

TOTAL EXPENSES $640,714

Year-over-Year Comparison

	2024	2023	Change
Revenue	$668,901	$610,565	+0.1%
Expenses	$640,714	$499,760	+0.3%
Net Income	$28,187	$110,805	-0.7%

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

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
KATHRYN V DIEMERT-CARLISLE	PRESIDENT	8.00	Officer Director	$0	$0	$0
DANIELLE MARGANOFF	VICE PRESIDE	8.00	Officer Director	$0	$0	$0
SUSAN G COLLINS	TREASURER	8.00	Officer Director	$0	$0	$0
KATY PAN	SECRETARY	8.00	Officer Director	$0	$0	$0
LYNN M LEOPOLD	AT LARGE BOA	8.00	Director	$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	$668,901	$640,714	$1,516,352	$28,187
2024	$610,565	$499,760	$1,487,975	$110,805
2023	$567,203	$446,235	$1,438,678	$120,968
2022	$561,291	$360,027	$1,284,869	$201,264
2021	$376,088	$342,942	$1,126,384	$33,146
2020	$408,368	$434,880	$1,105,740	$-26,512
2019	$508,783	$414,896	$1,175,237	$93,887

DELTA CHAPTER OF ALPHA PHI INC