ALPHA PHI INTERNATIONAL FRATERNITY- BETA UPSILON CHAPTER (EIN 930389062) - 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

1947

Legal Domicile

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 $576K in total revenue in fiscal year 2018. Revenue decreased 6% compared to the prior year. Expenses of $548K left a modest 5% 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 $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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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
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

ALPHA PHI INTERNATIONAL FRATERNITY- BETA UPSILON CHAPTER