ALPHA PHI INTERNATIONAL FRATERNITY- BETA OMEGA CHAPTER (EIN 340849811) - 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

1948

Legal Domicile

Principal Officer

Mercurio Lenora

Phone

8473168925

Tax Period

2024-07-01 to 2025-06-30

ALPHA PHI INTERNATIONAL FRATERNITY- BETA OMEGA CHAPTER, founded in 1948, is a small nonprofit that reported $508K in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $464K left a modest 9% surplus.

Mission

Alpha Phi is a sisterhood of women supporting each other in lifelong 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $507,006

Investment Income $694

Other Revenue $0

TOTAL REVENUE $507,700

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $463,635

TOTAL EXPENSES $463,635

Year-over-Year Comparison

	2024	2023	Change
Revenue	$507,700	$424,829	+0.2%
Expenses	$463,635	$458,458	+0.0%
Net Income	$44,065	$-33,629	-2.3%

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
Mercurio Lenora	President	6.00	Officer	$0	$0	$0
Sweeney Lexie	VP of Health, W	3.00	Officer	$0	$0	$0
Montgomery Sophia	VP of Membershi	3.00	Officer	$0	$0	$0
Utterback Addyson	VP OF FINANCE	3.00	Officer	$0	$0	$0
Wilson Rebecca	VP of New Membe	3.00	Officer	$0	$0	$0
Sutliff Sage	VP OF MARKETING	3.00	Officer	$0	$0	$0
Meeks Mary	VP of Diversity	3.00	Officer	$0	$0	$0
Hammond Elise	Executive Admin	3.00	Officer	$0	$0	$0
Aldea Julia	PANHELLENIC DEL	3.00	Officer	$0	$0	$0
Bardenheier Julia	Director of Cha	3.00	Officer	$0	$0	$0
Nasca Nina	Director of Com	3.00	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	$507,700	$463,635	$79,652	$44,065
2024	$424,829	$458,458	$35,587	$-33,629
2023	$419,671	$430,306	$69,216	$-10,635
2022	$461,342	$457,506	$79,851	$3,836
2021	$377,515	$393,912	$76,015	$-16,397
2020	$490,635	$465,660	$92,412	$24,975
2019	$487,083	$467,886	$67,436	$19,197

ALPHA PHI INTERNATIONAL FRATERNITY- BETA OMEGA CHAPTER