ALPHA PHI INTERNATIONAL FRATERNITY- IOTA CHAPTER

EIN: 390126580

DENVER, CO

Total Revenue
$1,074,852
Total Expenses
$1,001,922
Total Assets
$382,167
Net Assets
$382,167
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
WI
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.

Program Service Accomplishments

Program 1

The Organizations exempt purpose includes renting a facility that provides housing for some resident members and provides meeting facilities for all members. The experience of members living together...

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The Organizations exempt purpose includes renting a facility that provides housing for some resident members and provides meeting facilities for all members. The experience of members living together and meeting together provides them with opportunities to support each others endeavors and work together as a team. The Organization also provides a full meal plan to resident members when school is in session and provides a limited meal plan to non resident members when school is in session. The experience of sharing meals teaches social skills, promotes bonds between members and encourages continued membership in the Organization.

Program 2

The Organization put on an event to encourage donations to the Alpha Phi Foundation. The event was attended by all members, family members and alumni members. The event facilitated social interaction...

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The Organization put on an event to encourage donations to the Alpha Phi Foundation. The event was attended by all members, family members and alumni members. The event facilitated social interaction between the attendees and encouraged continued membership with the Organization.

Program 3

All members participate in formal recruitment training and formal recruitment that takes place over a number of days. As a result of their efforts 85 members joined the Organization. Participation in...

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All members participate in formal recruitment training and formal recruitment that takes place over a number of days. As a result of their efforts 85 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.

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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 $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

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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
11

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
11
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
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
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