ALPHA PHI INTERNATIONAL FRATERNITY- BETA OMEGA CHAPTER

EIN: 340849811

DENVER, CO

Total Revenue
$507,700
Total Expenses
$463,635
Total Assets
$79,652
Net Assets
$79,652
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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
OH
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.

Program Service Accomplishments

Program 1

The Organizations exempt purpose includes renting a facility that provides housing for some resident members and provides meeting facilities for all members. The experience of members living together...

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The Organizations exempt purpose includes renting a facility that provides housing for some resident members and provides meeting facilities for all members. The experience of members living together and meeting together provides them with opportunities to support each others endeavors and work together as a team. The Organization also provides a full meal plan to resident members when school is in session and provides a limited meal plan to non resident members when school is in session. The experience of sharing meals teaches social skills, promotes bonds between members and encourages continued membership in the Organization.

Program 2

All members participate in formal recruitment training and formal recruitment that takes place over a number of days. As a result of their efforts 39 members joined the Organization. Participation in...

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All members participate in formal recruitment training and formal recruitment that takes place over a number of days. As a result of their efforts 39 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.

Program 3

The Organization put on an event to encourage donations to the Alpha Phi Foundation. The event was attended by all members, family members and alumni members. The event facilitated social interaction...

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The Organization put on an event to encourage donations to the Alpha Phi Foundation. The event was attended by all members, family members and alumni members. The event facilitated social interaction between the attendees and encouraged continued membership with the Organization.

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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%)

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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

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
11

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
11
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
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
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