Beta Chapter House Association of Alpha Phi

EIN: 362024080

Denver, CO

Total Revenue
$704,043
Total Expenses
$545,325
Total Assets
$2,305,964
Net Assets
$1,925,616
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1921
Legal Domicile
IL
Principal Officer
Hannah Mortensen
Phone
8473168972
Tax Period
2023-07-01 to 2024-06-30

Beta Chapter House Association of Alpha Phi, founded in 1921, is a small nonprofit that reported $704K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $159K, a strong 23% operating margin.

Mission

Alpha Phi is a sisterhood of women supporting each other in lifelong achievement.The Organization provides housing for approximately 35 members of a fraternity while they attend Northwestern University. The Organization also provides meals and a meeting place for all members of which there are approximately 80. The experience of living together, sharing meals and having a central meeting location promotes bonds between members and encourages social interaction.

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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 (2023)

Revenue Breakdown

Contributions & Grants $100
Program Service Revenue $703,544
Investment Income $399
Other Revenue $0
TOTAL REVENUE $704,043

Expense Breakdown

Grants Paid $0
Salaries & Benefits $53,322
Fundraising Expenses $0
Other Expenses $492,003
TOTAL EXPENSES $545,325

Year-over-Year Comparison

2023 2022 Change
Revenue $704,043 $566,813 +0.2%
Expenses $545,325 $474,850 +0.1%
Net Income $158,718 $91,963 +0.7%
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

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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
7
Independent Members
4
Employees
3
Volunteers
7

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
3
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Hannah Mortensen President 2.00
Officer Director
$0 $0 $0
Amber Harris Secretary 1.00
Officer Director
$0 $0 $0
Monica Gailes Treasurer 2.00
Officer Director
$0 $0 $0
Sarah Parker Board Member 1.00
Director
$0 $0 $0
Elly Hall Board Member 1.00
Director
$0 $0 $0
Eleanor Yoon Board Member 1.00
Director
$0 $0 $0
Or Yahalom Board Member 1.00
Director
$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 $704,043 $545,325 $2,305,964 $158,718
2023 $566,813 $474,850 $2,135,805 $91,963
2022 $788,541 $812,900 $2,236,665 $-24,359
2021 $68,652 $360,619 $1,862,167 $-291,967
2020 $495,279 $517,392 $2,155,175 $-22,113
2019 $724,988 $633,960 $2,279,799 $91,028
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