ETA PI CHAPTER FOUNDATION INC (EIN 223804270) - 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

2001

Legal Domicile

Principal Officer

DONNYELL BOURGEOIS

Phone

2012134575

Tax Period

2023-01-01 to 2023-12-31

ETA PI CHAPTER FOUNDATION INC, founded in 2001, is a small nonprofit in the Education sector that reported $211K in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $47K, a strong 22% operating margin.

Mission

TO PROVIDE COLLEGE SCHOLARSHIP. TO AID AND IMPROVE THE GENERAL WELFARE OF THE COMMUNITY

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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 $174,155

Program Service Revenue $0

Investment Income $7,861

Other Revenue $28,947

TOTAL REVENUE $210,963

Expense Breakdown

Grants Paid $137,437

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $26,405

TOTAL EXPENSES $163,842

Year-over-Year Comparison

	2023	2022	Change
Revenue	$210,963	$144,469	+0.5%
Expenses	$163,842	$170,269	0.0%
Net Income	$47,121	$-25,800	-2.8%

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

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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	Role	Reportable Comp	Other Comp	Total
GEORGE MCMURRAY	CHAIRMAN	Officer Director	$0	$0	$0
ROBERT WARRINGTON	VICE CHAIRMAN	Officer Director	$0	$0	$0
DELROY MORGAN	SECRETARY	Officer Director	$0	$0	$0
OLIN JACKSON	BOARD MEMBER	Officer Director	$0	$0	$0
DONNYELL BOURGEOIS	TREASURER	Officer Director	$0	$0	$0
BARRY DEVONE	CHAPTER LIAISON	Director	$0	$0	$0
CURTIS HUMPHREY	BOARD MEMBER	Director	$0	$0	$0
KEITH PRESSEY	CHAIRMAN BDG	Director	$0	$0	$0
TODD GOODWIN	CHAIR MARKETING	Director	$0	$0	$0
MICHAEL SANTOS	BOARD MEMBER	Director	$0	$0	$0
GARFIELD JACKSON	BOARD MEMBER	Director	$0	$0	$0
GARY OWENS	MEMBER LAISON	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	$210,963	$163,842	$132,098	$47,121
2020	$34,958	$38,550	$94,069	$-3,592
2019	$54,543	$33,854	$94,786	$20,689
2018	$37,072	$41,932	$72,722	$-4,860

ETA PI CHAPTER FOUNDATION INC