THE OKLAHOMA ALPHA PHI HOUSE ASSOCIATION (EIN 730583245) - 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

1923

Legal Domicile

Principal Officer

KATHY TERRY

Phone

8474750663

Tax Period

2024-07-01 to 2025-06-30

THE OKLAHOMA ALPHA PHI HOUSE ASSOCIATION, founded in 1923, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. The organization ran a surplus of $339K, a strong 28% operating margin.

Mission

Provide for our members a safe, quality living environment that promotes academic excellence and individual and chapter success. We are committed to fiscal responsibility, operating with integrity, honoring tradition, and demonstrating mutual respect in order to be the premier facility on each campus.

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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 $1,165,276

Investment Income $44,898

Other Revenue $0

TOTAL REVENUE $1,210,174

Expense Breakdown

Grants Paid $0

Salaries & Benefits $92,791

Fundraising Expenses $0

Other Expenses $778,078

TOTAL EXPENSES $870,869

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,210,174	$1,151,644	+0.1%
Expenses	$870,869	$849,363	+0.0%
Net Income	$339,305	$302,281	+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

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
JENNIFER ANTHONY	BOARD MEMBER	1.00	Director	$0	$0	$0
BILLIE BATTIATO	Vice President	1.00	Officer Director	$0	$0	$0
HALEY WALLACE	board member	1.00	Director	$0	$0	$0
JANA SHOOK	Secretary	1.00	Officer Director	$0	$0	$0
CYNTHIA WHEELER	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHY TERRY	President	1.00	Officer Director	$0	$0	$0
KELLY WILCOX	Treasurer	1.00	Officer Director	$0	$0	$0
HAILEY BURCH	COLL BOARD MBR	1.00	Director	$0	$0	$0
SOPHIA POLANSKI	coll board mbr	1.00	Director	$0	$0	$0
EMILY BARRON	ADV BOARD MBR	1.00	Director	$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	$1,210,174	$870,869	$3,988,030	$339,305
2024	$1,151,644	$849,363	$3,550,370	$302,281
2023	$1,098,328	$857,934	$3,249,345	$240,394
2022	$1,083,838	$906,607	$3,802,806	$177,231
2021	$1,098,243	$888,832	$3,824,540	$209,411

THE OKLAHOMA ALPHA PHI HOUSE ASSOCIATION