ALPHA PHI INTERNATIONAL FRATERNITY BETA ZETA CHAPTER (EIN 820201410) - 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

1928

Legal Domicile

Principal Officer

DeGuzman Kailyn

Phone

8473168925

Tax Period

2024-07-01 to 2025-06-30

ALPHA PHI INTERNATIONAL FRATERNITY- BETA ZETA CHAPTER, founded in 1928, is a small nonprofit that reported $517K in total revenue in fiscal year 2018. Expenses of $495K left a modest 4% surplus.

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 $635,836

Investment Income $3,459

Other Revenue $0

TOTAL REVENUE $639,295

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $598,808

TOTAL EXPENSES $598,808

Year-over-Year Comparison

	2024	2023	Change
Revenue	$639,295	$617,742	+0.0%
Expenses	$598,808	$573,444	+0.0%
Net Income	$40,487	$44,298	-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
DeGuzman Kailyn	President	6.00	Officer	$0	$0	$0
Damian CampbellNicole	VP of Health, W	3.00	Officer	$0	$0	$0
Besst Addison	VP of Membershi	3.00	Officer	$0	$0	$0
Nemec Tierra	VP OF FINANCE	3.00	Officer	$0	$0	$0
Weihe Gabbie	VP of New Membe	3.00	Officer	$0	$0	$0
Mink Hannah	VP OF MARKETING	3.00	Officer	$0	$0	$0
Perkins Elisabeth	VP of Diversity	3.00	Officer	$0	$0	$0
Fitzgerald Ashley	Executive Admin	3.00	Officer	$0	$0	$0
Farnam Adelaide	PANHELLENIC DEL	3.00	Officer	$0	$0	$0
Anderson Audrey	Director of Cha	3.00	Officer	$0	$0	$0
Besst Emerson	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	$639,295	$598,808	$243,551	$40,487
2024	$617,742	$573,444	$203,064	$44,298
2023	$585,937	$567,095	$158,766	$18,842
2022	$504,749	$522,121	$139,924	$-17,372
2021	$448,838	$436,778	$157,296	$12,060
2020	$471,055	$421,113	$145,236	$49,942
2019	$516,845	$494,912	$95,294	$21,933

ALPHA PHI INTERNATIONAL FRATERNITY BETA ZETA CHAPTER