ALPHA PHI INTERNATIONAL FRATERNITY- IOTA CHAPTER (EIN 390126580) - 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

1986

Legal Domicile

Principal Officer

Schimkat Kate

Phone

8473168925

Tax Period

2023-07-01 to 2024-06-30

ALPHA PHI INTERNATIONAL FRATERNITY- IOTA CHAPTER, founded in 1986, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Expenses of $1.0M left a modest 7% 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,070,032

Investment Income $4,820

Other Revenue $0

TOTAL REVENUE $1,074,852

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,001,922

TOTAL EXPENSES $1,001,922

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,074,852	$1,048,693	+0.0%
Expenses	$1,001,922	$1,029,059	0.0%
Net Income	$72,930	$19,634	+2.7%

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
Schimkat Kate	President	6.00	Officer	$0	$0	$0
Kolasky Reese	VP of Health	3.00	Officer	$0	$0	$0
Carlson Ella	VP of Mem. Recr	3.00	Officer	$0	$0	$0
Wain Eleni	VP of Finance	3.00	Officer	$0	$0	$0
Obrien Riley	VP of New Memb.	3.00	Officer	$0	$0	$0
VACANT	VP of New Memb.	3.00	Officer	$0	$0	$0
Figer Gemma	VP of Marketing	3.00	Officer	$0	$0	$0
Truong Vinh-Ashley	VP of Diversity	3.00	Officer	$0	$0	$0
Davey Arden	Executive Admin	3.00	Officer	$0	$0	$0
Riedl Claire	Panhellenic Del	3.00	Officer	$0	$0	$0
Meltzer Marlena	Dir Chap. Housi	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	No data	No data	No data	No data
2024	$1,074,852	$1,001,922	$382,167	$72,930
2023	$1,048,693	$1,029,059	$309,237	$19,634
2022	$1,021,950	$995,215	$289,603	$26,735
2021	$876,259	$850,169	$262,868	$26,090
2020	$948,147	$934,908	$236,778	$13,239
2019	$899,770	$865,942	$223,539	$33,828

ALPHA PHI INTERNATIONAL FRATERNITY- IOTA CHAPTER