Alpha Phi Association of Montana (EIN 816012676) - 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

1922

Legal Domicile

Principal Officer

Leah Aldridge

Phone

8473168944

Tax Period

2023-07-01 to 2024-06-30

Alpha Phi Association of Montana, founded in 1922, is a small nonprofit that reported $285K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum.

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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $284,549

Investment Income $185

Other Revenue $0

TOTAL REVENUE $284,734

Expense Breakdown

Grants Paid $0

Salaries & Benefits $34,444

Fundraising Expenses $0

Other Expenses $247,726

TOTAL EXPENSES $282,170

Year-over-Year Comparison

	2023	2022	Change
Revenue	$284,734	$235,424	+0.2%
Expenses	$282,170	$220,228	+0.3%
Net Income	$2,564	$15,196	-0.8%

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
Callahan Peel	Board Member	1.00	Director	$0	$0	$0
Ashlyn O'Kert	Board Member	1.00	Director	$0	$0	$0
Riley Crews	Board Member	1.00	Director	$0	$0	$0
Leah Aldridge	President	3.00	Officer	$0	$0	$0
Amber Harris	Secretary	1.00	Officer	$0	$0	$0
Monica Gailes	Treasurer	1.00	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	No data	No data	No data	No data
2024	$284,734	$282,170	$441,754	$2,564
2023	$235,424	$220,228	$436,711	$15,196
2022	$238,932	$233,566	$427,041	$5,366
2021	$202,338	$224,634	$420,876	$-22,296
2020	$222,351	$207,798	$445,171	$14,553
2019	$242,131	$200,285	$433,307	$41,846

Alpha Phi Association of Montana