ALPHA GAMMA DELTA FRATERNITY (EIN 256085551) - 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

1908

Legal Domicile

Principal Officer

Therese Marz

Phone

4407731893

Tax Period

2023-07-01 to 2024-06-30

ALPHA GAMMA DELTA FRATERNITY, founded in 1908, is a small nonprofit that reported $629K in total revenue in fiscal year 2023.

Mission

Local chapter of a national collegiate social fraternity.

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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 $0

Program Service Revenue $628,623

Investment Income $171

Other Revenue $0

TOTAL REVENUE $628,794

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $651,536

Other Expenses $651,536

TOTAL EXPENSES $651,536

Year-over-Year Comparison

	2023	2022	Change
Revenue	$628,794	$606,193	+0.0%
Expenses	$651,536	$572,880	+0.1%
Net Income	$-22,742	$33,313	-1.7%

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

N/A

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
Therese Marz	Finance Advisor	2.00	Director	$0	$0	$0
Carly Leatherwood	Chapter Advisor	10	Director	$0	$0	$0
Caroline Kammerer	President	10	Officer	$0	$0	$0
Ashley Exl	VP Finance	10	Officer	$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	$628,794	$651,536	$32,015	$-22,742
2023	$606,193	$572,880	$54,757	$33,313
2022	$615,021	$644,364	$21,444	$-29,343
2021	$481,299	$455,119	$50,787	$26,180
2020	$549,011	$546,863	$24,607	$2,148
2019	$559,025	$588,794	$22,459	$-29,769
2018	$654,763	$651,235	$78,653	$3,528

ALPHA GAMMA DELTA FRATERNITY