ALPHA PHI INTERNATIONAL FRATERNITY- BETA ALPHA CHAPTER (EIN 370677640) - 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

1922

Legal Domicile

Principal Officer

Oh Sara

Phone

8473168925

Tax Period

2024-07-01 to 2025-06-30

ALPHA PHI INTERNATIONAL FRATERNITY- BETA ALPHA CHAPTER, founded in 1922, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $1.1M left a modest 4% surplus.

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 $1,142,302

Investment Income $3,022

Other Revenue $0

TOTAL REVENUE $1,145,324

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,094,203

TOTAL EXPENSES $1,094,203

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,145,324	$1,030,339	+0.1%
Expenses	$1,094,203	$1,079,887	+0.0%
Net Income	$51,121	$-49,548	-2.0%

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

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
Oh Sara	President	6.00	Officer	$0	$0	$0
Dunlavy Riley	VP of Health	3.00	Officer	$0	$0	$0
Bennett Dulaney	VP of Mem. Recr	3.00	Officer	$0	$0	$0
Marshall Kaila	VP of Finance	3.00	Officer	$0	$0	$0
Burrus Claire	VP of New Memb.	3.00	Officer	$0	$0	$0
Tangen Ella	VP of Marketing	3.00	Officer	$0	$0	$0
Parziale Brianna	VP of Diversity	3.00	Officer	$0	$0	$0
VACANT	Executive Admin	3.00	Officer	$0	$0	$0
Goodley Olivia	Panhellenic Del	3.00	Officer	$0	$0	$0
Planck Trista	Dir Chap. Housi	3.00	Officer	$0	$0	$0
Kurup Eva	Dir. Comm. Enga	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	$1,145,324	$1,094,203	$196,653	$51,121
2024	$1,030,339	$1,079,887	$145,532	$-49,548
2023	$851,810	$893,894	$195,080	$-42,084
2022	$910,702	$904,092	$237,164	$6,610
2021	$795,307	$810,917	$230,554	$-15,610
2020	$901,084	$877,629	$246,164	$23,455

ALPHA PHI INTERNATIONAL FRATERNITY- BETA ALPHA CHAPTER