ALUMNAE CORP ALPHA IOTA CHAPTER (EIN 036010536) - 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

1931

Legal Domicile

Phone

8028795271

Tax Period

2024-08-01 to 2025-07-31

ALUMNAE CORP ALPHA IOTA CHAPTER, founded in 1931, is a micro nonprofit that reported $80K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $70K left a modest 12% surplus.

Mission

PROVIDE HOUSING FOR A COLLEGIATE SORORITY.

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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 $79,500

Investment Income $1

Other Revenue $0

TOTAL REVENUE $79,501

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $69,574

Other Expenses $69,574

TOTAL EXPENSES $69,574

Year-over-Year Comparison

	2024	2023	Change
Revenue	$79,501	$92,451	-0.1%
Expenses	$69,574	$58,766	+0.2%
Net Income	$9,927	$33,685	-0.7%

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

N/A

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
BETH RICE BRADLEY	PRESIDENT	2.00	Officer Director	$0	$0	$0
KRISTIN COOK	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KATIE BREER-NUNN	DIRECTOR	2.00	Director	$0	$0	$0
EDIE BERNHARDT	DIRECTOR	2.00	Director	$0	$0	$0
JO-ANN ROBERTS	DIRECTOR	2.00	Director	$0	$0	$0
KATIE MCINTYRE	DIRECTOR	2.00	Director	$0	$0	$0
LAUREN MORROW	TREASURER	2.00	Officer Director	$0	$0	$0
NIKKI WARNER	DIRECTOR	2.00	Director	$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	$79,501	$69,574	$241,671	$9,927
2024	$92,451	$58,766	$240,480	$33,685
2023	$-12,618	No data	$211,501	No data
2022	$-11,082	No data	$230,787	No data
2021	$1,542	No data	$245,697	No data
2020	$8,830	No data	$248,977	No data

ALUMNAE CORP ALPHA IOTA CHAPTER