ALPHA PHI INTERNATIONAL FRATERNITY

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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

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.

Program Service Accomplishments

Program 1

ALPHA PHI PROVIDES OVERSIGHT, SUPPORT AND ASSISTANCE TO OVER 23,000 COLLEGIATE MEMBERS ON 174 COLLEGE CAMPUSES AND OVER 219,000 ALUMNAE WORLDWIDE.

Program 2

ALPHA PHI'S FIVE LEADERSHIP PROGRAM AREAS ARE: LIVE COURAGEOUSLY, STAND TOGETHER, LEGACY OF LEADERS, DISNEY INSTITUTE, AND THE LEAGUE OF COACHES. USING A MULTI-FACETED APPROACH, PROGRAMS ARE SELECTED TO SUPPLEMENT THE EDUCATIONAL OPPORTUNITIES PROVIDED BY THE MEMBER'S HOST INSTITUTION. GUIDED BY ALPHA PHI'S STRATEGIC PLAN AND HIGH IDEALS OF MEMBERSHIP, THESE EMPOWERING PROGRAMS SUPPORT THE GROWTH, EDUCATION, HEALTH AND WELL-BEING OF HER MEMBERS. THE FRATERNITY UTILIZES PROVEN INDUSTRY EXPERTS AND PIONEER PARTNERSHIPS WITH EMERGING COMPANIES TO DELIVER CUTTING-EDGE PROGRAMMATIC EXPERIENCES. ALPHA PHI FOCUSES ON TOPICS RELEVANT TO TODAY'S COLLEGIATE EXPERIENCE THAT SPEAK TO THE DIVERSE LEARNING STYLES OF GENERATION Z.

Program 3

ALPHA PHI PROVIDES FINANCING FOR COLLEGIATE CHAPTER HOUSING TO LOCAL HOUSE CORPORATION BOARDS AND OTHER AFFILIATED HOUSING ENTITIES, WHO IN TURN, PROVIDE SAFE AND WELL-MAINTAINED HOUSING AND A SOCIAL...

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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 (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

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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

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