ALPHA TAU OMEGA FOUNDATION INC (EIN 237154214) - 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

1935

Legal Domicile

Principal Officer

WYNN SMILEY

Phone

3174720935

Tax Period

2024-01-01 to 2024-12-31

ALPHA TAU OMEGA FOUNDATION INC, founded in 1935, is a community nonprofit that reported $3.4M in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $1.1M, a strong 33% operating margin.

Mission

TO PROMOTE ACADEMIC, CHARACTER, VALUES AND LEADERSHIP DEVELOPMENT THROUGH GRANTS, SCHOLARSHIPS, AND EDUCATIONAL PROGRAMS.

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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 $1,819,655

Program Service Revenue $0

Investment Income $1,345,202

Other Revenue $214,341

TOTAL REVENUE $3,379,198

Expense Breakdown

Grants Paid $1,615,390

Salaries & Benefits $143,287

Fundraising Expenses $220,750

Program Expenses $1,950,675

Other Expenses $489,813

TOTAL EXPENSES $2,278,740

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,379,198	$4,128,148	-0.2%
Expenses	$2,278,740	$2,380,109	0.0%
Net Income	$1,100,458	$1,748,039	-0.4%

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

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

$342,720

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GERALD S PAPAZIAN	CHAIRMAN	2.00	Officer Director	$0	$0	$0
DAVID L BOMBERGER	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY H HALL	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT ALLEY	DIRECTOR	1.00	Director	$0	$0	$0
JOHN C AYMOND	DIRECTOR	1.00	Director	$0	$0	$0
J PHILIP BENDER JR	DIRECTOR	1.00	Director	$0	$0	$0
JAMES I BLACK III	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM W FOWLER	DIRECTOR	1.00	Director	$0	$0	$0
GARY A FLANDER	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD W HALL	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY J MILES	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM L MUIR III	DIRECTOR	1.00	Director	$0	$0	$0
STEVE CRAIG	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES M PAULK JR	TREASURER	2.00	Officer Director	$0	$0	$0
JOHN E ROBERTSON	DIRECTOR	1.00	Director	$0	$0	$0
RAY ABERNATHY	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY G BUSCH	DIRECTOR	1.00	Director	$0	$0	$0
TERRANCE J LILLIS	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
FRED MAGLIONE	DIRECTOR	1.00	Director	$0	$0	$0
MILES L MCCALL	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS GILBERT	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT GRADY	DIRECTOR	1.00	Director	$0	$0	$0
KIRBY NEUMANN	DIRECTOR	1.00	Director	$0	$0	$0
SPENCER T CAPERTON	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM C MIZELL	DIRECTOR	1.00	Director	$0	$0	$0
WYNN R SMILEY	PRESIDENT/CEO	40.00	Officer	$0	$0	$342,720

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	$3,379,198	$2,278,740	$25,938,877	$1,100,458
2023	$4,128,148	$2,380,109	$23,108,062	$1,748,039
2022	$3,166,463	$1,942,199	$19,392,599	$1,224,264
2021	$3,854,648	$2,710,152	$22,317,414	$1,144,496
2020	$2,650,348	$981,561	$20,581,807	$1,668,787
2019	$2,387,181	$1,141,875	$17,310,434	$1,245,306
2018	$2,586,447	$1,670,982	$14,499,165	$915,465

ALPHA TAU OMEGA FOUNDATION INC