Lambda Chi Alpha Educational Foundation (EIN 136266432) - 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

1955

Legal Domicile

Principal Officer

Dave Bolton

Phone

3178728000

Tax Period

2024-01-01 to 2024-12-31

Lambda Chi Alpha Educational Foundation, founded in 1955, is a community nonprofit in the Education sector that reported $8.0M in total revenue in fiscal year 2024. Revenue surged 277% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.4M, a strong 43% operating margin.

Mission

To invest in the ever-growing educational pursuits of Lambda Chi Alpha, enabling its transformation into the premier men's service learning and leadership development organization.

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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 $7,246,043

Program Service Revenue $0

Investment Income $796,907

Other Revenue $0

TOTAL REVENUE $8,042,950

Expense Breakdown

Grants Paid $2,269,533

Salaries & Benefits $1,548,138

Fundraising Expenses $1,515,917

Program Expenses $2,410,120

Other Expenses $775,579

TOTAL EXPENSES $4,593,250

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,042,950	$2,131,668	+2.8%
Expenses	$4,593,250	$1,595,468	+1.9%
Net Income	$3,449,700	$536,200	+5.4%

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

400

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

$301,520

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert Anderson	Secretary	2.00	Officer Director	$0	$0	$0
Drew C Lynch	Chairman	2.00	Officer Director	$0	$0	$0
David Franklin	Director	2.00	Director	$0	$0	$0
Dr Alan M Anderson	Director	2.00	Director	$0	$0	$0
Jeff A Arntson	Director	2.00	Director	$0	$0	$0
Dale Baker	Director	2.00	Director	$0	$0	$0
Alton R Brown III	Director	2.00	Director	$0	$0	$0
Jason Seegert	Director	2.00	Director	$0	$0	$0
Edward Wilkinson	Director	2.00	Director	$0	$0	$0
Bo L Gebbie	Vice Chairman	2.00	Officer Director	$0	$0	$0
Tracy J Forst	Director	2.00	Director	$0	$0	$0
Harry Q H Lee II	Director	2.00	Director	$0	$0	$0
Bryce A Murray	Treasurer	2.00	Officer Director	$0	$0	$0
Mary Joy Stead	Director	2.00	Director	$0	$0	$0
Dan Hartmann	President & CEO	40.00	Officer	$168,402	$42,854	$211,256
David Bolton	Controller	40.00	Officer	$77,136	$13,128	$90,264
Nicholas Bratvold	Vice President	40.00	Highest	$148,264	$19,296	$167,560
John Michael	Stewardship Officer	40.00	Highest	$113,581	$7,815	$121,396

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	$8,042,950	$4,593,250	$20,813,654	$3,449,700
2023	$5,025,902	$3,385,939	$16,325,751	$1,639,963
2023	$2,206,094	$1,669,894	$17,526,533	$536,200
2022	$2,000,274	$1,888,422	$13,613,254	$111,852
2021	$4,593,058	$1,797,560	$15,879,297	$2,795,498
2020	$1,550,746	$2,421,803	$12,933,686	$-871,057
2019	$2,804,668	$2,924,011	$13,223,970	$-119,343

Lambda Chi Alpha Educational Foundation