ALPHA ZETA OF PHI MU HOUSE CORPORATION (EIN 630893932) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1951

Legal Domicile

Principal Officer

LUCY ARNOLD SIKES

Phone

8002766342

Tax Period

2024-07-01 to 2025-06-30

ALPHA ZETA OF PHI MU HOUSE CORPORATION, founded in 1951, is a community nonprofit that reported $3.7M in total revenue in fiscal year 2018. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.2M, a strong 33% operating margin.

Mission

PROVIDE MEALS AND HOUSING FOR UNDERGRADUATE CHAPTER OF NATIONAL COLLEGIATE SOCIAL SORORITY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $314,420

Program Service Revenue $3,620,627

Investment Income $216,180

Other Revenue $0

TOTAL REVENUE $4,151,227

Expense Breakdown

Grants Paid $313,545

Salaries & Benefits $88,531

Fundraising Expenses $0

Other Expenses $1,942,360

TOTAL EXPENSES $2,344,436

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,151,227	$3,606,077	+0.2%
Expenses	$2,344,436	$1,963,807	+0.2%
Net Income	$1,806,791	$1,642,270	+0.1%

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
SYDNEY BURNS	ALUMNAE DIRE	1.00	Director	$0	$0	$0
LORI COLBURN	ALUMNAE DIRE	5.00	Director	$0	$0	$0
MICHELLE GOODBREAD	ALUMNAE DIRE	5.00	Director	$0	$0	$0
EMILY MALLETTE	ALUMNAE DIRE	1.00	Director	$0	$0	$0
KIMBERLY SCOTT	ALUMNAE DIRE	1.00	Director	$0	$0	$0
SABRINA KEETING	SECRETARY	1.00	Officer	$0	$0	$0
JULIE SHELTON	TREASURER	1.00	Officer	$0	$0	$0
LUCY ARNOLD SIKES	PRESIDENT	N/A	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	$4,151,227	$2,344,436	$21,249,508	$1,806,791
2024	$3,606,077	$1,963,807	$19,312,738	$1,642,270
2023	$3,942,485	$2,749,068	$20,297,900	$1,193,417
2022	$3,616,804	$2,511,505	$18,579,547	$1,105,299
2021	$3,048,803	$1,859,124	$18,700,636	$1,189,679
2020	$3,762,853	$2,945,467	$17,932,023	$817,386
2019	$3,694,560	$2,478,146	$20,284,531	$1,216,414

ALPHA ZETA OF PHI MU HOUSE CORPORATION