ALPHA PHI INTERNATIONAL FRATERNITY- UPSILON CHAPTER (EIN 480118925) - 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

1917

Legal Domicile

Principal Officer

Cook Katherine

Phone

8473168977

Tax Period

2021-07-01 to 2022-06-30

ALPHA PHI INTERNATIONAL FRATERNITY- UPSILON CHAPTER, founded in 1917, is a small nonprofit that reported $168K in total revenue in fiscal year 2021. Revenue surged 23% from the prior year, signaling strong growth momentum.

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 $0

Program Service Revenue $168,074

Investment Income $40

Other Revenue $0

TOTAL REVENUE $168,114

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $184,899

TOTAL EXPENSES $184,899

Year-over-Year Comparison

	2021	2020	Change
Revenue	$168,114	$136,943	+0.2%
Expenses	$184,899	$170,176	+0.1%
Net Income	$-16,785	$-33,233	-0.5%

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
Cook Katherine	President	6.00	Officer	$0	$0	$0
Michaelis Genevieve	VP of Health	3.00	Officer	$0	$0	$0
Weiler Mia	VP of Mem. Recr	3.00	Officer	$0	$0	$0
DeArvil Sydney	VP of Finance	3.00	Officer	$0	$0	$0
Galliart McKayla	VP of New Memb.	3.00	Officer	$0	$0	$0
Meares Emily	VP of Marketing	3.00	Officer	$0	$0	$0
Navarrete Karla	VP of Diversity	3.00	Officer	$0	$0	$0
Nutz Marissa	Executive Admin	3.00	Officer	$0	$0	$0
Fryer Emliy	Panhellenic Del	3.00	Officer	$0	$0	$0
O'Connor Bailey	Dir Chap. Housi	3.00	Officer	$0	$0	$0
Vacant	Dir. Comm. Enga	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
2022	$168,114	$184,899	$65,269	$-16,785
2021	$136,943	$170,176	$82,054	$-33,233
2020	$170,852	$196,315	$115,287	$-25,463
2019	$247,408	$216,360	$140,750	$31,048

ALPHA PHI INTERNATIONAL FRATERNITY- UPSILON CHAPTER