ALPHA PHI INTERNATIONAL FRATERNITY- BETA IOTA CHAPTER (EIN 550356589) - 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

1930

Legal Domicile

Principal Officer

Ebarb Stephanie

Phone

8473168925

Tax Period

2024-07-01 to 2025-06-30

ALPHA PHI INTERNATIONAL FRATERNITY- BETA IOTA CHAPTER, founded in 1930, is a small nonprofit that reported $470K in total revenue in fiscal year 2024.

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 $466,914

Investment Income $2,807

Other Revenue $0

TOTAL REVENUE $469,721

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $471,093

TOTAL EXPENSES $471,093

Year-over-Year Comparison

	2024	2023	Change
Revenue	$469,721	$468,072	+0.0%
Expenses	$471,093	$432,574	+0.1%
Net Income	$-1,372	$35,498	-1.0%

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

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
Ebarb Stephanie	President	6.00	Officer	$0	$0	$0
Brown Caroline	VP of Health, W	3.00	Officer	$0	$0	$0
Robshaw Laken	VP of Membershi	3.00	Officer	$0	$0	$0
Viggiano Katherine	VP OF FINANCE	3.00	Officer	$0	$0	$0
Schaible Mia	VP of New Membe	3.00	Officer	$0	$0	$0
Davidson Ariana	VP of Marketing	3.00	Officer	$0	$0	$0
Maroney Megan	VP of Diversity	3.00	Officer	$0	$0	$0
Bauer Peyton	Executive Admin	3.00	Officer	$0	$0	$0
Muckleroy Macy	PANHELLENIC DEL	3.00	Officer	$0	$0	$0
VACANT	Director of Cha	0.00	Officer	$0	$0	$0
Massaregli Isabella	Director of Com	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	$469,721	$471,093	$215,068	$-1,372
2024	$468,072	$432,574	$216,440	$35,498
2023	$430,975	$408,261	$180,942	$22,714
2022	$429,070	$425,653	$158,228	$3,417
2021	$316,948	$331,091	$154,811	$-14,143
2020	$395,284	$351,862	$168,954	$43,422
2019	$408,512	$351,751	$125,532	$56,761

ALPHA PHI INTERNATIONAL FRATERNITY- BETA IOTA CHAPTER