Alpha Phi Building Association of Colorado (EIN 840003850) - 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

1927

Legal Domicile

Principal Officer

Hannah Mortensen

Phone

8473168944

Tax Period

2023-07-01 to 2024-06-30

Alpha Phi Building Association of Colorado, founded in 1927, is a community nonprofit in the Housing & Shelter sector that reported $1.3M in total revenue in fiscal year 2023. The organization ran a surplus of $398K, a strong 30% 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 (2023)

Revenue Breakdown

Contributions & Grants $100,000

Program Service Revenue $1,201,213

Investment Income $13,943

Other Revenue $0

TOTAL REVENUE $1,315,156

Expense Breakdown

Grants Paid $0

Salaries & Benefits $145,806

Fundraising Expenses $0

Other Expenses $771,783

TOTAL EXPENSES $917,589

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,315,156	$1,275,398	+0.0%
Expenses	$917,589	$896,411	+0.0%
Net Income	$397,567	$378,987	+0.0%

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
Amber Harris	Secretary	1.00	Director	$0	$0	$0
Jessica Blaine	Board Member	1.00	Director	$0	$0	$0
Louise Barnacle	Board Member	1.00	Director	$0	$0	$0
Darien Lilly	Board Member	1.00	Director	$0	$0	$0
Hannah Mortensen	President	3.00	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	$1,315,156	$917,589	$5,021,744	$397,567
2023	$1,275,398	$896,411	$4,814,764	$378,987
2022	$1,159,219	$820,484	$4,663,795	$338,735
2021	$972,873	$758,237	$4,534,931	$214,636
2020	$871,317	$643,662	$4,487,536	$227,655
2019	$1,030,977	$656,662	$4,426,087	$374,315

Alpha Phi Building Association of Colorado