ALPHA PHI INTERNATIONAL FRATERNITY- KAPPA THETA CHAPTER (EIN 833473680) - 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

2019

Legal Domicile

Principal Officer

Taylor Colesie

Phone

8473168925

Tax Period

2024-07-01 to 2025-06-30

ALPHA PHI INTERNATIONAL FRATERNITY- KAPPA THETA CHAPTER, founded in 2019, is a small nonprofit that reported $237K in total revenue in fiscal year 2018. The organization ran a surplus of $105K, a strong 44% operating margin.

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 $595,341

Investment Income $13,258

Other Revenue $0

TOTAL REVENUE $608,599

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $489,842

TOTAL EXPENSES $489,842

Year-over-Year Comparison

	2024	2023	Change
Revenue	$608,599	$627,219	0.0%
Expenses	$489,842	$609,781	-0.2%
Net Income	$118,757	$17,438	+5.8%

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

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
Taylor Colesie	President	6.00	Officer	$0	$0	$0
Martin Kylie	VP of Health	3.00	Officer	$0	$0	$0
Welch Elizabeth	VP of Mem. Recr	3.00	Officer	$0	$0	$0
Olson Eva	VP of Finance	3.00	Officer	$0	$0	$0
Finlason Kenna	VP of New Memb.	3.00	Officer	$0	$0	$0
Jackson Gracie	VP of Marketing	3.00	Officer	$0	$0	$0
Abraham Samina	VP Diversity, E	3.00	Officer	$0	$0	$0
Lee Katelyn	Executive Admin	3.00	Officer	$0	$0	$0
Perry Elyza	PANHELLENIC	3.00	Officer	$0	$0	$0
Miller Briana	Dir. CHAPTER HO	3.00	Officer	$0	$0	$0
Humphrey Carol	DIR COMMUNITY E	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	$608,599	$489,842	$569,730	$118,757
2024	$627,219	$609,781	$450,973	$17,438
2023	$567,293	$529,810	$433,535	$37,483
2022	$552,909	$449,889	$396,052	$103,020
2021	$442,191	$359,000	$293,032	$83,191
2020	$434,505	$329,996	$302,665	$104,509
2019	$236,827	$131,495	$105,332	$105,332

ALPHA PHI INTERNATIONAL FRATERNITY- KAPPA THETA CHAPTER