ALPHA PHI INTERNATIONAL FRATERNITY- EPSILON RHO CHAPTER (EIN 942436576) - 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

1974

Legal Domicile

Principal Officer

Fong Jamie

Phone

8473168925

Tax Period

2024-07-01 to 2025-06-30

ALPHA PHI INTERNATIONAL FRATERNITY- EPSILON RHO CHAPTER, founded in 1974, is a small nonprofit that reported $280K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $267K 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 $276,254

Investment Income $3,558

Other Revenue $0

TOTAL REVENUE $279,812

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $267,299

TOTAL EXPENSES $267,299

Year-over-Year Comparison

	2024	2023	Change
Revenue	$279,812	$252,512	+0.1%
Expenses	$267,299	$256,960	+0.0%
Net Income	$12,513	$-4,448	-3.8%

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
Fong Jamie	President	6.00	Officer	$0	$0	$0
Sorensen Caitlin	VP of Health, W	3.00	Officer	$0	$0	$0
Jimenez Nicole	VP of Membershi	3.00	Officer	$0	$0	$0
Minskoff Jade	VP of Finance	3.00	Officer	$0	$0	$0
Morhar Brooke	VP of New Membe	3.00	Officer	$0	$0	$0
Hsu Grace	VP of Marketing	3.00	Officer	$0	$0	$0
Ramos Melayna	VP of Diversity	3.00	Officer	$0	$0	$0
Dungca Danielle	Executive Admin	3.00	Officer	$0	$0	$0
Enis Emerson	Panhellenic Del	3.00	Officer	$0	$0	$0
Backus Presley	Director of Cha	3.00	Officer	$0	$0	$0
Shor Eliana	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	$279,812	$267,299	$134,342	$12,513
2024	$252,512	$256,960	$121,829	$-4,448
2023	$236,090	$230,996	$126,277	$5,094
2022	$245,470	$245,945	$121,183	$-475
2021	$86,277	$109,283	$121,658	$-23,006
2020	$251,035	$206,565	$144,664	$44,470
2019	$284,877	$277,735	$100,194	$7,142

ALPHA PHI INTERNATIONAL FRATERNITY- EPSILON RHO CHAPTER