LAMBDA THETA ALPHA

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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

1979

Legal Domicile

Principal Officer

ROSIE DIAZ

Phone

6072725550

Tax Period

2024-07-01 to 2025-06-30

LAMBDA THETA ALPHA, founded in 1979, is a small nonprofit in the Education sector that reported $789K in total revenue in fiscal year 2024. Revenue surged 51% from the prior year, signaling strong growth momentum. Expenses of $708K left a modest 10% surplus.

Mission

THE PURPOSE OF LAMBDA THETA ALPHA SHALL BE TO PROVIDE A SISTERHOOD BASED ON UNITY, LOVE, AND RESPECT; TO PROVIDE SOCIAL AND CULTURAL ACTIVITIES AND TO CARRY ON CHARITABLE AND EDUCATIONAL PROGRAMS. TO PROVIDE LEADERSHIP, MAINTAIN HIGH ACADEMIC STANDARDS AND SERVE AS A VOICE TO THE LATINO COMMUNITY.

Program Service Accomplishments

Program 1

PROVIDE NETWORKING AND TRAINING OPPORTUNITIES FOCUSED ON EDUCATIONAL EXCELLENCE AND PERSONAL GROWTH. APPROXIMATELY 550 WOMEN BENEFITTED FROM THE TRAININGS PROVIDED AT THE ORGANIZATION'S NATIONAL...

PROVIDE NETWORKING AND TRAINING OPPORTUNITIES FOCUSED ON EDUCATIONAL EXCELLENCE AND PERSONAL GROWTH. APPROXIMATELY 550 WOMEN BENEFITTED FROM THE TRAININGS PROVIDED AT THE ORGANIZATION'S NATIONAL CONVENTION.

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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 $773,978

Investment Income $0

Other Revenue $14,860

TOTAL REVENUE $788,838

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,063

Fundraising Expenses $0

Other Expenses $691,804

TOTAL EXPENSES $707,867

Year-over-Year Comparison

	2024	2023	Change
Revenue	$788,838	$522,084	+0.5%
Expenses	$707,867	$456,453	+0.6%
Net Income	$80,971	$65,631	+0.2%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSIE DIAZ	NATIONAL PRESIDENT	10.00	Officer Director	$0	$0	$0
CAROLINA AYALA	VICE PRES ADMINISTRATION	10.00	Officer Director	$0	$0	$0
SARAH MAZHAR	VICE PRES FINANCE	10.00	Officer Director	$0	$0	$0
SABRINA-KAHOKULANI AS SERGEANT	VICE PRES EXTERNAL AFFAIRS	10.00	Officer Director	$0	$0	$0
CECILIA SUAREZ	VICE PRES INTERNAL AFFAIRS	10.00	Officer Director	$0	$0	$0
ANABEL BELLE GENAO	DIR OF RECRUITMENT	10.00	Director	$0	$0	$0
ERICA RAMOS	DIR OF RISK MANAGEMENT	10.00	Director	$0	$0	$0
JENNIFER ALCARAZ	DIR OF ALUMNAE AFFAIRS	10.00	Director	$0	$0	$0
CLARITZA REYES	DIR OF ORIENTATION	10.00	Director	$0	$0	$0
TATIANA CLAYTON	DIR OF UNDERGRADUATE AFFAI	10.00	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	$788,838	$707,867	$2,174,490	$80,971
2024	$575,588	$519,075	$2,038,399	$56,513
2024	$522,084	$456,453	$2,038,399	$65,631
2023	$517,416	$480,375	$1,948,997	$37,041
2022	$531,794	$472,917	$1,907,722	$58,877
2021	$421,051	$365,124	$1,847,962	$55,927
2020	$393,101	$277,263	$1,791,008	$115,838
2019	$643,892	$478,957	$1,675,084	$164,935