ALPHA PHI INTERNATIONAL FRATERNITY (EIN 362077508) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1926

Legal Domicile

Principal Officer

RENEE ZAINER

Phone

8474750663

Tax Period

2023-07-01 to 2024-06-30

ALPHA PHI INTERNATIONAL FRATERNITY, founded in 1926, is a mid-sized nonprofit that reported $11.5M in total revenue in fiscal year 2023. The organization ran a surplus of $2.6M, a strong 23% operating margin.

Mission

ALPHA PHI IS A LOYAL SISTERHOOD OF WOMEN COURAGEOUSLY PURSUING LIMITLESS EXCELLENCE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,932,898

Program Service Revenue $8,078,475

Investment Income $937,275

Other Revenue $505,911

TOTAL REVENUE $11,454,559

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,063,788

Fundraising Expenses $0

Other Expenses $5,808,970

TOTAL EXPENSES $8,872,758

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,454,559	$10,833,525	+0.1%
Expenses	$8,872,758	$8,309,530	+0.1%
Net Income	$2,581,801	$2,523,995	+0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

102

Volunteers

1700

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

$202,373

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATE HALFON	PRESIDENT	5.00	Officer Director	$0	$0	$0
ALLIE WINKELMAN	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
BILLIE BATTIATO	SECRETARY/TREASURER	5.00	Officer Director	$0	$0	$0
DAWN BAUER	DIRECTOR	5.00	Director	$0	$0	$0
KAREN BAVENDER	DIRECTOR	5.00	Director	$0	$0	$0
STACEY DANIEL	DIRECTOR	5.00	Director	$0	$0	$0
KERI MILLER VAN ACKER	DIRECTOR	5.00	Director	$0	$0	$0
RENEE ZAINER	EXECUTIVE DIRECTOR	50.00	Officer	$169,822	$32,551	$202,373
WHITNEY BERGER	SR. DIRECTOR FINANCIAL PLANNING	25.00	Highest	$117,549	$24,824	$142,373

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	$11,454,559	$8,872,758	$66,006,797	$2,581,801
2023	$10,833,525	$8,309,530	$60,036,467	$2,523,995
2022	$12,398,073	$8,680,894	$56,554,412	$3,717,179
2021	$8,792,323	$6,928,191	$51,722,997	$1,864,132
2020	$7,460,045	$6,339,431	$22,750,556	$1,120,614
2019	$7,686,096	$6,224,332	$21,653,145	$1,461,764
2018	$8,281,869	$6,707,216	$20,293,987	$1,574,653

ALPHA PHI INTERNATIONAL FRATERNITY