ALPHA CHI RHO EDUCATIONAL FOUNDATION INC (EIN 136085233) - 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

1950

Legal Domicile

Phone

7329880588

Tax Period

2023-01-01 to 2023-12-31

ALPHA CHI RHO EDUCATIONAL FOUNDATION INC, founded in 1950, is a small nonprofit in the Education sector that reported $406K in total revenue in fiscal year 2023. Expenses of $568K exceeded revenue, resulting in a 40% operating deficit.

Mission

EDUCATIONAL ENHANCEMENT Student loans and scholarships, academic programing in support of leadership skills.

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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 $221,643

Program Service Revenue $3,280

Investment Income $83,177

Other Revenue $97,490

TOTAL REVENUE $405,590

Expense Breakdown

Grants Paid $296,325

Salaries & Benefits $81,203

Fundraising Expenses $96,709

Program Expenses $430,526

Other Expenses $190,154

TOTAL EXPENSES $567,682

Year-over-Year Comparison

	2023	2022	Change
Revenue	$405,590	$-295,853	-2.4%
Expenses	$567,682	$400,937	+0.4%
Net Income	$-162,092	$-696,790	-0.8%

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

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

$108,635

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael Giardinelli	Trustee	1.00	Director	$0	$0	$0
Scott Carlson	CEO	15.00	Director	$0	$0	$108,635
VICTOR RAMOS	Trustee	0.50	Director	$0	$0	$0
V James Castiglia	secretary	0.25	Director	$0	$0	$0
John DiSarro	TRUSTEE	1.00	Director	$0	$0	$0
Byron Connell	Chairman	1.00	Director	$0	$0	$0
William E ConradIII	Trustee	5.00	Director	$0	$0	$0
Michael Chiulli	Trustee	2.00	Director	$0	$0	$0
Andrew Borner	Vice President	1.00	Director	$0	$0	$0
Gary Delpiano	PRESIDENT	7.00	Director	$0	$0	$0
JUDSON WEST	TRUSTEE	0.50	Director	$0	$0	$0
Brian Gardiner	Treasurer	4.00	Director	$0	$0	$0
Nancy Jones	Trustee	0.50	Director	$0	$0	$0
Michael R Chiulli	scholarship officer	1.00	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
2024	No data	No data	No data	No data
2023	$405,590	$567,682	$3,089,643	$-162,092
2022	$-295,853	$400,937	$3,331,781	$-696,790
2021	$789,191	$342,868	$4,028,614	$446,323
2019	$363,988	$438,425	$2,939,528	$-74,437
2018	$1,051,208	$330,168	$3,585,039	$721,040

ALPHA CHI RHO EDUCATIONAL FOUNDATION INC