ALPHA PHI INTERNATIONAL FRATERNITY- KAPPA EPSILON CHAPTER (EIN 822452147) - 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

2017

Legal Domicile

Principal Officer

Helms Reagan

Phone

8473168925

Tax Period

2024-07-01 to 2025-06-30

ALPHA PHI INTERNATIONAL FRATERNITY- KAPPA EPSILON CHAPTER, founded in 2017, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2019. Revenue surged 89% from the prior year, signaling strong growth momentum. Expenses of $1.5M 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 $2,202,120

Investment Income $6,858

Other Revenue $0

TOTAL REVENUE $2,208,978

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,120,919

TOTAL EXPENSES $2,120,919

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,208,978	$2,126,930	+0.0%
Expenses	$2,120,919	$2,084,859	+0.0%
Net Income	$88,059	$42,071	+1.1%

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
Helms Reagan	President	6.00	Officer	$0	$0	$0
Tanner Ansley	VP of Health	3.00	Officer	$0	$0	$0
Fluent Sydney	VP of Mem. Recr	3.00	Officer	$0	$0	$0
Smith Sarah	VP of Finance	3.00	Officer	$0	$0	$0
Fryburger Katie	VP of New Memb.	3.00	Officer	$0	$0	$0
Jud Hannah	VP of New Memb.	3.00	Officer	$0	$0	$0
Koporc Cameron	VP of Marketing	3.00	Officer	$0	$0	$0
Neely Ava	VP of Diversity	3.00	Officer	$0	$0	$0
Dunn Sophia	Executive Admin	3.00	Officer	$0	$0	$0
Downs Kaitlyn	Panhellenic Del	3.00	Officer	$0	$0	$0
McCoy Ruby	Dir Chap. Housi	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	$2,208,978	$2,120,919	$361,044	$88,059
2024	$2,126,930	$2,084,859	$272,985	$42,071
2023	$2,070,256	$2,002,769	$230,914	$67,487
2022	$1,863,083	$1,847,541	$163,439	$15,542
2021	$1,697,337	$1,662,363	$147,897	$34,974
2020	$1,561,333	$1,501,383	$112,923	$59,950

ALPHA PHI INTERNATIONAL FRATERNITY- KAPPA EPSILON CHAPTER