ALPHA GAMMA DELTA FRATERNITY

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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

1904

Legal Domicile

Principal Officer

KATIE ABERNATHY

Phone

3176634200

Tax Period

2024-06-01 to 2025-05-31

ALPHA GAMMA DELTA FRATERNITY, founded in 1904, is a community nonprofit in the Education sector that reported $5.6M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $5.3M left a modest 4% surplus.

Mission

THE ORGANIZATION WAS ESTABLISHED TO PERPETUATE AMONG A GROUP OF COLLEGE WOMEN A SPIRIT OF MUTUAL ASSISTANCE AND UNDERSTANDING TO MAINTAIN HIGH STANDARDS OF SCHOLARSHIP, TO DEVELOP WOMANHOOD, TO STRIVE FOR THE ATTAINMENT OF HIGH IDEALS IN COLLEGE, COMMUNITY AND PERSONAL LIFE, AND TO TRAIN FOR LEADERSHIP AND A SENSE OF RESPONSIBILITY FOR THE WELFARE OF OTHERS.

Program Service Accomplishments

Program 1

THE INTERNATIONAL PROPERTY AND LIABILITY INSURANCE PROGRAM IS ADMINISTERED BY THE FRATERNITY. THE INSURANCE PROGRAM SERVES NUMEROUS HOUSE ASSOCIATIONS, UNDERGRADUATE CHAPTERS, ALUMNI CHAPTERS AND...

THE INTERNATIONAL PROPERTY AND LIABILITY INSURANCE PROGRAM IS ADMINISTERED BY THE FRATERNITY. THE INSURANCE PROGRAM SERVES NUMEROUS HOUSE ASSOCIATIONS, UNDERGRADUATE CHAPTERS, ALUMNI CHAPTERS AND CLUBS THROUGHOUT THE YEAR.

Program 2

THE INTERNATIONAL CONVENTION AND WORKSHOPS ARE ADMINISTERED THROUGH THE OPERATING FUND. THE CONVENTION IS HELD EVERY OTHER YEAR.

Program 3

TO PROVIDE MEMBER SERVICES BY SELLING JEWELRY AND SUPPLIES AND PUBLISHING QUARTERLY MAGAZINES.

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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 $257,523

Program Service Revenue $4,291,029

Investment Income $608,439

Other Revenue $413,056

TOTAL REVENUE $5,570,047

Expense Breakdown

Grants Paid $104,388

Salaries & Benefits $2,477,533

Fundraising Expenses $0

Other Expenses $2,739,520

TOTAL EXPENSES $5,321,441

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,570,047	$4,504,587	+0.2%
Expenses	$5,321,441	$4,457,780	+0.2%
Net Income	$248,606	$46,807	+4.3%

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

293

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

$163,503

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREA PENDLETON	PRESIDENT	30.00	Officer Director	$0	$0	$0
ADRIENNE BECKETT	VICE PRES - INTERNATIONAL	10.00	Officer Director	$0	$0	$0
CAROL PESKE	VICE PRES - INTERNATIONAL	10.00	Officer Director	$0	$0	$0
KLAZINA VAN DEN BERG	VICE PRES - INTERNATIONAL	10.00	Officer Director	$0	$0	$0
JOLIE WEBB	VICE PRES - INTERNATIONAL	10.00	Officer Director	$0	$0	$0
JENNIFER MORES	VICE PRES - INTERNATIONAL	10.00	Officer Director	$0	$0	$0
KALINA HAYNES	VICE PRES - INTERNATIONAL	10.00	Officer Director	$0	$0	$0
KATIE ABERNATHY	CHIEF EXECUTIVE OFFICER	37.50	Officer	$144,782	$18,721	$163,503

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	$5,570,047	$5,321,441	$12,815,524	$248,606
2024	$4,504,587	$4,457,780	$12,691,269	$46,807
2023	$4,374,047	$5,118,555	$11,704,156	$-744,508
2022	$5,499,858	$5,656,056	$13,038,202	$-156,198
2021	$5,358,447	$4,497,210	$14,017,560	$861,237
2020	$5,239,024	$6,043,317	$12,002,653	$-804,293
2019	$6,355,076	$7,223,950	$12,372,894	$-868,874
2018	$6,066,664	$6,328,011	$13,701,990	$-261,347