GOLD2023

Alpha Phi Foundation, Inc.

Advancing women's lives through the power of philanthropy

Denver, CO   |  www.alphaphifoundation.org
GuideStar Charity Check

Alpha Phi Foundation, Inc.

EIN: 36-3895478


Mission

As a preeminent philanthropic organization, Alpha Phi Foundation is recognized for the strength of our endowment and for innovation in cultivating and sustaining donor participation. We strive to be the philanthropy of choice among our members, with every Alpha Phi supporting the Foundation.

Ruling year info

1993

Executive Director

Amy Peebles

Main address

1985 S. Josephine St

Denver, CO 80210 USA

Show more contact info

EIN

36-3895478

Subject area info

Sororities and fraternities

Philanthropy

Community service

Population served info

Adults

Women and girls

Students

NTEE code info

Fund Raising and/or Fund Distribution (T12)

Programs and results

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Leadership

Alpha Phi Foundation supports Alpha Phis as they develop, grow, and empower others in leadership with cutting-edge training and programs. Through annual fundraising, grants to the fraternity and endowed funds from individuals, the Foundation advances the lives of women to the benefit of communities around the world.

Population(s) Served
Women and girls
Adults

Through the generosity of alumnae and donors, Alpha Phi Foundation funds research and educational programs that support the advancement of women’s heart health.

The annual Heart to Heart Grant awards $100,000 to medical professionals to better understand heart disease in women—specifically its symptoms, treatment, and prevention. Since its inception in 1993, the grant has funded over 30 cutting-edge projects focused in the improvement of women’s cardiovascular care.

Population(s) Served
Women and girls
Adults

Alpha Phis are sisters for life, supporting one another through every life stage and helping each other in times of need. Alpha Phi Foundation exemplifies this life-long support through the Forget Me Not Grant Fund.

The Forget Me Not Grant is designed to provide temporary, short-term, financial assistance for an event or unforeseeable circumstance.

Population(s) Served
Women and girls
Adults

Through the generosity of donors, Alpha Phi Foundation awards merit and need-based scholarships to graduate and undergraduate Alpha Phis each academic year.

Population(s) Served
Women and girls
Students

Alpha Phi Foundation is dedicated to collecting, preserving, and sharing the history of our organization—a history rich in leadership, both within our fraternity and in the community as a whole.

Population(s) Served
Women and girls
Adults

Where we work

Financials

Alpha Phi Foundation, Inc.
Fiscal year: Jul 01 - Jun 30
Financial documents
2022 Alpha Phi Foundation 2022 Audited Financial Statement
done  Yes, financials were audited by an independent accountant. info

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2023 info

SOURCE: IRS Form 990

50.68

Average of 22.47 over 10 years

Months of cash in 2023 info

SOURCE: IRS Form 990

3.4

Average of 5 over 10 years

Fringe rate in 2023 info

SOURCE: IRS Form 990

22%

Average of 19% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Alpha Phi Foundation, Inc.

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Alpha Phi Foundation, Inc.

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Alpha Phi Foundation, Inc.

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of Alpha Phi Foundation, Inc.’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

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Business model indicators

Profitability info 2019 2020 2021 2022 2023
Unrestricted surplus (deficit) before depreciation $1,840,587 -$26,552 $5,155,822 -$5,440,835 -$1,151,660
As % of expenses 63.6% -0.7% 176.9% -116.2% -19.2%
Unrestricted surplus (deficit) after depreciation $1,796,725 -$67,733 $5,114,344 -$5,478,549 -$1,167,911
As % of expenses 61.1% -1.8% 173.1% -116.1% -19.4%
Revenue composition info
Total revenue (unrestricted & restricted) $3,757,678 $3,583,274 $4,608,658 $5,758,361 $3,926,787
Total revenue, % change over prior year -31.8% -4.6% 28.6% 24.9% -31.8%
Program services revenue 0.6% 0.6% 0.4% 0.0% 0.0%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 5.9% 6.3% 4.8% 3.3% 10.7%
Government grants 0.0% 0.0% 0.0% 0.0% 0.0%
All other grants and contributions 97.3% 90.9% 66.5% 80.7% 102.1%
Other revenue -3.8% 2.2% 28.2% 16.0% -12.8%
Expense composition info
Total expenses before depreciation $2,894,456 $3,789,228 $2,913,858 $4,681,590 $6,011,907
Total expenses, % change over prior year -7.7% 30.9% -23.1% 60.7% 28.4%
Personnel 28.3% 25.5% 32.5% 22.9% 19.6%
Professional fees 4.8% 4.9% 4.3% 2.0% 1.6%
Occupancy 1.8% 1.2% 1.4% 1.4% 0.4%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 34.8% 46.2% 38.2% 45.6% 53.5%
All other expenses 30.3% 22.2% 23.7% 28.1% 24.8%
Full cost components (estimated) info 2019 2020 2021 2022 2023
Total expenses (after depreciation) $2,938,318 $3,830,409 $2,955,336 $4,719,304 $6,028,158
One month of savings $241,205 $315,769 $242,822 $390,133 $500,992
Debt principal payment $0 $0 $0 $0 $0
Fixed asset additions $0 $0 $0 $0 $0
Total full costs (estimated) $3,179,523 $4,146,178 $3,198,158 $5,109,437 $6,529,150

Capital structure indicators

Liquidity info 2019 2020 2021 2022 2023
Months of cash 5.4 7.3 5.1 5.8 3.4
Months of cash and investments 84.8 69.2 111.4 60.9 47.9
Months of estimated liquid unrestricted net assets 54.6 41.6 75.4 33.0 24.2
Balance sheet composition info 2019 2020 2021 2022 2023
Cash $1,291,937 $2,289,947 $1,240,296 $2,250,865 $1,679,403
Investments $19,155,030 $19,562,581 $25,818,238 $21,526,593 $22,342,663
Receivables $1,532,714 $1,535,785 $2,039,459 $1,909,809 $954,846
Gross land, buildings, equipment (LBE) $1,563,279 $1,564,196 $1,565,726 $1,460,801 $187,945
Accumulated depreciation (as a % of LBE) 65.9% 68.6% 71.1% 71.3% 96.0%
Liabilities (as a % of assets) 3.2% 5.9% 3.5% 6.2% 1.9%
Unrestricted net assets $13,708,282 $13,640,549 $18,754,893 $13,276,344 $12,108,433
Temporarily restricted net assets $176,494 N/A N/A N/A N/A
Permanently restricted net assets $8,319,051 N/A N/A N/A N/A
Total restricted net assets $8,495,545 $9,287,598 $10,333,347 $11,734,902 $12,508,568
Total net assets $22,203,827 $22,928,147 $29,088,240 $25,011,246 $24,617,001

Key data checks

Key data checks info 2019 2020 2021 2022 2023
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Letter of Determination is not available for this organization
Form 1023/1024 is not available for this organization

Executive Director

Amy Peebles

Number of employees

Source: IRS Form 990

Alpha Phi Foundation, Inc.

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

Alpha Phi Foundation, Inc.

Board of directors
as of 07/21/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Rebecca Zanatta

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? No
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 3/1/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

No data

Race & ethnicity

No data

Gender identity

Transgender Identity

Sexual orientation

No data

Disability

No data

There are no contractors recorded for this organization.

Professional fundraisers

Fiscal year ending

SOURCE: IRS Form 990 Schedule G

Solicitation activities
Gross receipts from fundraising
Retained by organization
Paid to fundraiser