Alpha Xi Alumni Association (EIN 221714007) - 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

1940

Legal Domicile

Principal Officer

Michael Kosusko

Phone

2015007202

Tax Period

2023-07-01 to 2024-06-30

Alpha Xi Alumni Association, founded in 1940, is a small nonprofit that reported $314K in total revenue in fiscal year 2023. Revenue surged 230% from the prior year, signaling strong growth momentum. The organization ran a surplus of $101K, a strong 32% operating margin.

Mission

Maintain property used as a dormitory facility to students.

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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 $264,536

Program Service Revenue $48,400

Investment Income $1,386

Other Revenue $0

TOTAL REVENUE $314,322

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $116,654

Program Expenses $97,130

Other Expenses $97,130

TOTAL EXPENSES $213,784

Year-over-Year Comparison

	2023	2022	Change
Revenue	$314,322	$95,207	+2.3%
Expenses	$213,784	$132,997	+0.6%
Net Income	$100,538	$-37,790	-3.7%

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

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
Michael Kosusko	President	10.00	Officer Director	$0	$0	$0
Paul Kokosinski	Vice President	5.00	Officer Director	$0	$0	$0
Alexander Barresi	Secretary	3.00	Officer Director	$0	$0	$0
Michael F O'Neill	Treasurer	10.00	Officer Director	$0	$0	$0
Gaby Khoury	Director	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
2025	No data	No data	No data	No data
2024	$314,322	$213,784	$139,508	$100,538
2023	$95,207	$132,997	$38,970	$-37,790
2022	$5,103	$60,930	$76,758	$-55,827

Alpha Xi Alumni Association