ALPHA PHI INTERNATIONAL FRATERNITY- BETA TAU CHAPTER (EIN 350873232) - 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

1947

Legal Domicile

Principal Officer

Anderson Natalie

Phone

8473168925

Tax Period

2024-07-01 to 2025-06-30

ALPHA PHI INTERNATIONAL FRATERNITY- BETA TAU CHAPTER, founded in 1947, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024.

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 $1,666,600

Investment Income $14,705

Other Revenue $0

TOTAL REVENUE $1,681,305

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,670,360

TOTAL EXPENSES $1,670,360

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,681,305	$1,583,980	+0.1%
Expenses	$1,670,360	$1,579,883	+0.1%
Net Income	$10,945	$4,097	+1.7%

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

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
Anderson Natalie	President	6.00	Officer	$0	$0	$0
Shechtman Lydia	VP of Health, W	3.00	Officer	$0	$0	$0
Sergi Macie	VP of Membershi	3.00	Officer	$0	$0	$0
Ratcliffe Summer	VP OF FINANCE	3.00	Officer	$0	$0	$0
Erlenbaugh Libby	VP of New Membe	3.00	Officer	$0	$0	$0
Wilson Ava	VP OF MARKETING	3.00	Officer	$0	$0	$0
Anka-Powell Anessa	VP of Diversity	3.00	Officer	$0	$0	$0
Getzelman Grace	Executive Admin	3.00	Officer	$0	$0	$0
Liapis Chloe	PANHELLENIC DEL	3.00	Officer	$0	$0	$0
Paredes Gabriela	Director of Cha	3.00	Officer	$0	$0	$0
Leber Jade	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	$1,681,305	$1,670,360	$722,771	$10,945
2024	$1,583,980	$1,579,883	$711,826	$4,097
2023	$1,510,874	$1,486,049	$707,729	$24,825
2022	$1,526,018	$1,278,994	$682,904	$247,024
2021	$1,113,024	$1,077,023	$435,880	$36,001
2020	$1,348,933	$1,278,410	$399,879	$70,523
2019	$1,338,860	$1,223,550	$329,356	$115,310

ALPHA PHI INTERNATIONAL FRATERNITY- BETA TAU CHAPTER