ALPHA PHI INTERNATIONAL FRATERNITY- BETA PI CHAPTER (EIN 951677601) - 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

1945

Legal Domicile

Principal Officer

Huggins Kendall

Phone

8473168925

Tax Period

2023-07-01 to 2024-06-30

ALPHA PHI INTERNATIONAL FRATERNITY- BETA PI CHAPTER, founded in 1945, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

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 $0

Program Service Revenue $1,320,817

Investment Income $14,889

Other Revenue $0

TOTAL REVENUE $1,335,706

Expense Breakdown

Grants Paid $0

Salaries & Benefits $45,898

Fundraising Expenses $0

Other Expenses $1,263,801

TOTAL EXPENSES $1,310,374

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,335,706	$1,173,811	+0.1%
Expenses	$1,310,374	$1,152,586	+0.1%
Net Income	$25,332	$21,225	+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

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
Huggins Kendall	President	6.00	Officer	$0	$0	$0
Klinkowize Jamie	VP of Health, W	3.00	Officer	$0	$0	$0
Berges Ashley	VP of Membershi	3.00	Officer	$0	$0	$0
Lewis-Maestu Lexi	VP OF FINANCE	3.00	Officer	$0	$0	$0
Miller Maddie	VP of New Membe	3.00	Officer	$0	$0	$0
Pierce Maddie	VP MARKETING	3.00	Officer	$0	$0	$0
Croft Kaya	VP of Diversity	3.00	Officer	$0	$0	$0
Chun Lauren	Executive Admin	3.00	Officer	$0	$0	$0
Beckman Grace	PANHELLENIC DEL	3.00	Officer	$0	$0	$0
Layt Annabelle	Director of Cha	3.00	Officer	$0	$0	$0
Ganti Sanjana	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	No data	No data	No data	No data
2024	$1,335,706	$1,310,374	$652,873	$25,332
2023	$1,173,811	$1,152,586	$627,541	$21,225
2022	$1,262,750	$1,198,950	$606,316	$63,800
2021	$162,384	$184,149	$542,516	$-21,765
2020	$1,232,638	$1,065,155	$564,281	$167,483
2019	$1,350,752	$1,282,871	$396,798	$67,881

ALPHA PHI INTERNATIONAL FRATERNITY- BETA PI CHAPTER