ALPHA PHI INTERNATIONAL FRATERNITY- BETA UPSILON CHAPTER

EIN: 930389062

DENVER, CO

Total Revenue
$773,386
Total Expenses
$736,522
Total Assets
$203,946
Net Assets
$203,946
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1947
Legal Domicile
OR
Principal Officer
Werth Kylie
Phone
8473168925
Tax Period
2024-07-01 to 2025-06-30

ALPHA PHI INTERNATIONAL FRATERNITY- BETA UPSILON CHAPTER, founded in 1947, is a small nonprofit that reported $773K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $737K left a modest 5% surplus.

Mission

Alpha Phi is a sisterhood of women supporting each other in lifelong achievement.

Program Service Accomplishments

Program 1

The Organizations exempt purpose includes renting a facility that provides housing for some resident members and provides meeting facilities for all members. The experience of members living together...

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The Organizations exempt purpose includes renting a facility that provides housing for some resident members and provides meeting facilities for all members. The experience of members living together and meeting together provides them with opportunities to support each others endeavors and work together as a team. The Organization also provides a full meal plan to resident members when school is in session and provides a limited meal plan to non resident members when school is in session. The experience of sharing meals teaches social skills, promotes bonds between members and encourages continued membership in the Organization.

Program 2

All members participate in formal recruitment training and formal recruitment that takes place over a number of days. As a result of their efforts 43 members joined the Organization. Participation in...

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All members participate in formal recruitment training and formal recruitment that takes place over a number of days. As a result of their efforts 43 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.

Program 3

The Organization put on an event to encourage donations to the Alpha Phi Foundation. The event was attended by all members, family members and alumni members. The event facilitated social interaction...

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The Organization put on an event to encourage donations to the Alpha Phi Foundation. The event was attended by all members, family members and alumni members. The event facilitated social interaction between the attendees and encouraged continued membership with the Organization.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,600
Program Service Revenue $769,317
Investment Income $2,469
Other Revenue $0
TOTAL REVENUE $773,386

Expense Breakdown

Grants Paid $400
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $736,122
TOTAL EXPENSES $736,522

Year-over-Year Comparison

2024 2023 Change
Revenue $773,386 $705,994 +0.1%
Expenses $736,522 $661,133 +0.1%
Net Income $36,864 $44,861 -0.2%
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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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
11

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
11
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Werth Kylie President 6.00
Officer
$0 $0 $0
Hollingsworth Kendal VP of Health, W 3.00
Officer
$0 $0 $0
Scroggins Taitum VP of Membershi 3.00
Officer
$0 $0 $0
Bogen Shelby VP OF FINANCE 3.00
Officer
$0 $0 $0
Rogers Emerson VP of New Membe 3.00
Officer
$0 $0 $0
Nashif Faith VP OF MARKETING 3.00
Officer
$0 $0 $0
Hayes Jaelyn VP of Diversity 3.00
Officer
$0 $0 $0
Boyd Panaguiton Layna Executive Admin 3.00
Officer
$0 $0 $0
Britton Sloane PANHELLENIC DEL 3.00
Officer
$0 $0 $0
Mooney Claire Director of Cha 3.00
Officer
$0 $0 $0
McCulloch Claire 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 $773,386 $736,522 $203,946 $36,864
2024 $705,994 $661,133 $167,082 $44,861
2023 $568,625 $559,340 $122,221 $9,285
2022 $505,264 $499,480 $112,936 $5,784
2021 $371,329 $393,967 $107,152 $-22,638
2020 $435,539 $424,079 $129,790 $11,460
2019 $575,514 $548,214 $118,330 $27,300
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