ALPHA PHI INTERNATIONAL FRATERNITY- IOTA RHO CHAPTER (EIN 454364236) - 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

2012

Legal Domicile

Principal Officer

Rogers Lily

Phone

8473168925

Tax Period

2024-07-01 to 2025-06-30

ALPHA PHI INTERNATIONAL FRATERNITY- IOTA RHO CHAPTER, founded in 2012, is a small nonprofit that reported $519K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $89K, a strong 17% operating margin.

Mission

Alpha Phi is a sisterhood of women supporting each other in lifelong achievement.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $506,759

Investment Income $12,428

Other Revenue $0

TOTAL REVENUE $519,187

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $430,353

TOTAL EXPENSES $430,353

Year-over-Year Comparison

	2024	2023	Change
Revenue	$519,187	$453,597	+0.1%
Expenses	$430,353	$411,859	+0.0%
Net Income	$88,834	$41,738	+1.1%

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

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
Rogers Lily	President	6.00	Officer	$0	$0	$0
Nalley Gracyn	VP of Health	3.00	Officer	$0	$0	$0
Mcvay Kenlee	VP of Mem. Recr	3.00	Officer	$0	$0	$0
Petrauskas Alexis	VP of Finance	3.00	Officer	$0	$0	$0
Signor Tessa	VP of New Memb.	3.00	Officer	$0	$0	$0
McCallister Anna	VP of New Memb.	3.00	Officer	$0	$0	$0
Woodberry Caroline	VP of Marketing	3.00	Officer	$0	$0	$0
Renfree Ella	VP of Diversity	3.00	Officer	$0	$0	$0
Harbison Ryan	Executive Admin	3.00	Officer	$0	$0	$0
Bagwell Janna	Executive Admin	3.00	Officer	$0	$0	$0
Garcia Ava	Panhellenic Del	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	$519,187	$430,353	$625,699	$88,834
2024	$453,597	$411,859	$536,865	$41,738
2023	$444,769	$424,098	$495,127	$20,671
2022	$401,318	$348,527	$474,456	$52,791
2021	$313,396	$190,452	$421,665	$122,944
2020	$316,297	$263,265	$298,721	$53,032
2019	$276,540	$268,511	$245,689	$8,029

ALPHA PHI INTERNATIONAL FRATERNITY- IOTA RHO CHAPTER