Alpha Phi International Fraternity Epsilon Rho Chapter Alumni Group (EIN 237399554) - 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

Legal Domicile

Principal Officer

Amy Nobriga

Phone

8474750663

Tax Period

2024-07-01 to 2025-06-30

Alpha Phi International Fraternity Epsilon Rho Chapter Alumni Group is a micro nonprofit that reported $99K in total revenue in fiscal year 2024. The organization ran a surplus of $39K, a strong 39% operating margin.

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.

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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 $99,106

Investment Income $36

Other Revenue $0

TOTAL REVENUE $99,142

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $60,262

TOTAL EXPENSES $60,262

Year-over-Year Comparison

	2024	2023	Change
Revenue	$99,142	$94,070	+0.1%
Expenses	$60,262	$68,819	-0.1%
Net Income	$38,880	$25,251	+0.5%

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

N/A

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
Sarah Marshall	Board Member	1.00	Director	$0	$0	$0
Jamie Fong	Board Member	1.00	Director	$0	$0	$0
Jade Minskoff	Board Member	1.00	Director	$0	$0	$0
Amy Nobriga	President	3.00	Officer	$0	$0	$0
Megan Shull	Secretary	1.00	Officer	$0	$0	$0
Fay Grundel	Vice President	1.00	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	$99,142	$60,262	$601,266	$38,880
2024	$94,070	$68,819	$562,151	$25,251
2023	$89,252	$67,663	$536,900	$21,589
2022	$89,382	$66,030	$515,311	$23,352

Alpha Phi International Fraternity Epsilon Rho Chapter Alumni Group