UNC CHAPEL HILL ALPHA PHI HOUSE CORP OF ALPHA PHI INTERNATIONAL FRATERNITY IN (EIN 474142083) - 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

2015

Legal Domicile

Principal Officer

MONICA GAILES

Phone

8474750663

Tax Period

2023-07-01 to 2024-06-30

UNC CHAPEL HILL ALPHA PHI HOUSE CORP OF ALPHA PHI INTERNATIONAL FRATERNITY IN, founded in 2015, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $954K left a modest 12% surplus.

Mission

PROVIDE FOR OUR MEMBERS A SAFE, QUALITY LIVING ENVIRONMENT THAT PROMOTES ACADEMIC EXCELLENCE AND INDIVIDUAL AND CHAPTER SUCCESS. WE ARE COMMITTED TO FISCAL RESPONSIBILITY, OPERATING WITH INTEGRITY, HONORING TRADITION, AND DEMONSTRATING MUTUAL RESPECT IN ORDER TO BE THE PREMIER FACILITY ON OUR CAMPUS.

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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 $1,070,482

Investment Income $17,270

Other Revenue $0

TOTAL REVENUE $1,087,752

Expense Breakdown

Grants Paid $0

Salaries & Benefits $53,753

Fundraising Expenses $0

Other Expenses $899,816

TOTAL EXPENSES $953,569

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,087,752	$997,205	+0.1%
Expenses	$953,569	$927,359	+0.0%
Net Income	$134,183	$69,846	+0.9%

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
KIES KATE	PRESIDENT	1.00	Officer Director	$0	$0	$0
HARRIS AMBER	SECRETARY	0.50	Officer Director	$0	$0	$0
GAILES MONICA	TREASURER	0.50	Officer Director	$0	$0	$0
THORNBURG MARGARET	VICE PRESIDENT	0.50	Director	$0	$0	$0
WIGGINS LINDSAY	BOARD MEMBER	0.50	Director	$0	$0	$0
BISCHOF ANNA	BOARD MEMBER	0.50	Director	$0	$0	$0
TARLTON ANNA	BOARD MEMBER	0.50	Director	$0	$0	$0
KELLY ELLEN	BOARD MEMBER	0.50	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
2025	No data	No data	No data	No data
2024	$1,087,752	$953,569	$5,828,279	$134,183
2023	$997,205	$927,359	$5,815,601	$69,846
2022	$964,731	$859,034	$5,863,580	$105,697
2021	$823,643	$762,483	$5,870,093	$61,160

UNC CHAPEL HILL ALPHA PHI HOUSE CORP OF ALPHA PHI INTERNATIONAL FRATERNITY IN