ALPHA PHI INTERNATIONAL FRATERNITY- ZETA IOTA CHAPTER (EIN 541512028) - 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

2000

Legal Domicile

Principal Officer

Mayers Carley

Phone

8473168925

Tax Period

2024-07-01 to 2025-06-30

ALPHA PHI INTERNATIONAL FRATERNITY- ZETA IOTA CHAPTER, founded in 2000, is a small nonprofit that reported $697K in total revenue in fiscal year 2024. Expenses of $641K left a modest 8% surplus.

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $693,577

Investment Income $3,803

Other Revenue $0

TOTAL REVENUE $697,380

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $641,209

TOTAL EXPENSES $641,209

Year-over-Year Comparison

	2024	2023	Change
Revenue	$697,380	$682,701	+0.0%
Expenses	$641,209	$634,357	+0.0%
Net Income	$56,171	$48,344	+0.2%

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
Mayers Carley	President	6.00	Officer	$0	$0	$0
Auzenne Isabella	VP of Health	3.00	Officer	$0	$0	$0
Williams Caroline	VP of Mem. Recr	3.00	Officer	$0	$0	$0
McCaw Katelyn	VP of Finance	3.00	Officer	$0	$0	$0
Pinto-Pro Fernanda	VP of New Memb.	3.00	Officer	$0	$0	$0
Callanan Ciara	VP of Marketing	3.00	Officer	$0	$0	$0
Basinger Mia	VP of Diversity	3.00	Officer	$0	$0	$0
Arnott Kylie	Executive Admin	3.00	Officer	$0	$0	$0
Trucksess Britt	Panhellenic Del	3.00	Officer	$0	$0	$0
Stoleru Laura	Dir Chap. Housi	3.00	Officer	$0	$0	$0
Worrell Kaitlyn	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	$697,380	$641,209	$374,469	$56,171
2024	$682,701	$634,357	$318,298	$48,344
2023	$631,170	$592,189	$269,954	$38,981
2022	$578,027	$577,421	$230,973	$606
2021	$350,351	$334,076	$230,367	$16,275
2020	$561,550	$484,221	$214,092	$77,329
2019	$519,726	$504,988	$136,763	$14,738

ALPHA PHI INTERNATIONAL FRATERNITY- ZETA IOTA CHAPTER