Iota Mu Chapter of Alpha Phi International Fraternity Inc (EIN 263185677) - 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

2008

Legal Domicile

Principal Officer

Kate Kies

Phone

8473168944

Tax Period

2023-07-01 to 2024-06-30

Iota Mu Chapter of Alpha Phi International Fraternity Inc, founded in 2008, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $237K, a strong 19% 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $996,626

Investment Income $1,875

Other Revenue $251,543

TOTAL REVENUE $1,250,044

Expense Breakdown

Grants Paid $0

Salaries & Benefits $43,944

Fundraising Expenses $0

Other Expenses $968,936

TOTAL EXPENSES $1,012,880

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,250,044	$858,400	+0.5%
Expenses	$1,012,880	$1,306,745	-0.2%
Net Income	$237,164	$-448,345	-1.5%

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

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
Morgan Vancil	Board Member	1.00	Director	$0	$0	$0
Sofia Varmeziar	Board Member	1.00	Director	$0	$0	$0
Erin Hinnegan	Board Member	1.00	Director	$0	$0	$0
Kate Kies	President	3.00	Officer	$0	$0	$0
Amber Harris	Secretary	1.00	Officer	$0	$0	$0
Monica Gailes	Treasurer	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	No data	No data	No data	No data
2024	$1,250,044	$1,012,880	$4,439,050	$237,164
2023	$858,400	$1,306,745	$4,328,846	$-448,345
2022	$880,078	$947,601	$4,901,843	$-67,523
2021	$835,672	$777,492	$5,233,854	$58,180
2020	$707,280	$828,969	$5,108,878	$-121,689
2019	$771,628	$829,015	$5,313,901	$-57,387

Iota Mu Chapter of Alpha Phi International Fraternity Inc