ALPHA PHI INTERNATIONAL FRATERNITY- THETA UPSILON CHAPTER (EIN 680352738) - 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

1995

Legal Domicile

Principal Officer

Harris Jenna

Phone

8473168925

Tax Period

2024-07-01 to 2025-06-30

ALPHA PHI INTERNATIONAL FRATERNITY- THETA UPSILON CHAPTER, founded in 1995, is a small nonprofit that reported $598K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

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 $595,029

Investment Income $2,573

Other Revenue $0

TOTAL REVENUE $597,602

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $597,336

TOTAL EXPENSES $597,336

Year-over-Year Comparison

	2024	2023	Change
Revenue	$597,602	$544,157	+0.1%
Expenses	$597,336	$538,685	+0.1%
Net Income	$266	$5,472	-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
Harris Jenna	President	6.00	Officer	$0	$0	$0
Taylor Ashley	VP of Health	3.00	Officer	$0	$0	$0
Monk Claudia	VP of Mem. Recr	3.00	Officer	$0	$0	$0
Wojtkiewicz Lauren	VP of Finance	3.00	Officer	$0	$0	$0
Friday Gabby	VP of New Memb.	3.00	Officer	$0	$0	$0
Levine Mikayla	VP of Marketing	3.00	Officer	$0	$0	$0
Perez Ana	VP of Diversity	3.00	Officer	$0	$0	$0
Medeiros Kailyn	Executive Admin	3.00	Officer	$0	$0	$0
Mengenhauser Giana	Panhellenic Del	3.00	Officer	$0	$0	$0
Claxton Ivy	Dir Chap. Housi	3.00	Officer	$0	$0	$0
Van Rozeboom Sascha	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	$597,602	$597,336	$152,634	$266
2024	$544,157	$538,685	$152,368	$5,472
2023	$553,288	$517,918	$146,896	$35,370
2022	$534,132	$531,776	$111,526	$2,356
2021	$402,346	$428,853	$109,170	$-26,507
2020	$552,955	$490,764	$135,677	$62,191
2019	$545,568	$543,752	$73,486	$1,816

ALPHA PHI INTERNATIONAL FRATERNITY- THETA UPSILON CHAPTER