IOTA XI HOUSE CORPORATION OF ALPHA PHI (EIN 460817882) - 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

2012

Legal Domicile

Principal Officer

KARY HUFFMAN

Phone

9166877700

Tax Period

2021-07-01 to 2022-06-30

IOTA XI HOUSE CORPORATION OF ALPHA PHI, founded in 2012, is a small nonprofit that reported $504K in total revenue in fiscal year 2021. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $607K exceeded revenue, resulting in a 20% operating deficit.

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 (2021)

Revenue Breakdown

Contributions & Grants $9,164

Program Service Revenue $494,561

Investment Income $12,769

Other Revenue $-12,079

TOTAL REVENUE $504,415

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,103

Fundraising Expenses $0

Other Expenses $585,401

TOTAL EXPENSES $606,504

Year-over-Year Comparison

	2021	2020	Change
Revenue	$504,415	$423,563	+0.2%
Expenses	$606,504	$526,171	+0.2%
Net Income	$-102,089	$-102,608	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

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
AMBER HARRIS	Secretary	1.00	Officer Director	$0	$0	$0
TRISHA SEARCY	President	3.00	Officer Director	$0	$0	$0
KARY HUFFMAN	Treasurer	1.00	Officer Director	$0	$0	$0
DENAYA DESORMEAUX	COLL BOARD MEMB	1.00	Director	$0	$0	$0
ALICE MCTAVISH	COLL BOARD MEMB	1.00	Director	$0	$0	$0
MURPHY DOWD	ADVISOR BD MBR	1.00	Director	$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
2022	$504,415	$606,504	$14,797	$-102,089
2021	$423,563	$526,171	$4,549,359	$-102,608
2020	$492,596	$489,599	$4,551,820	$2,997
2019	$554,142	$582,621	$4,628,166	$-28,479

IOTA XI HOUSE CORPORATION OF ALPHA PHI