ALPHA NU EDUCATION FOUNDATION

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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

2008

Legal Domicile

Principal Officer

LAURA SLITER

Phone

4065496616

Tax Period

2024-01-01 to 2024-12-31

ALPHA NU EDUCATION FOUNDATION, founded in 2008, is a micro nonprofit in the Education sector that reported $21K in total revenue in fiscal year 2024. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $23K exceeded revenue, resulting in a 11% operating deficit.

Mission

TO SUPPORT HIGHER EDUCATION ACHEIVEMENT OF THE LOCAL SORORITY MEMBERS AT THE UNIVERSITY OF MONTANA THROUGH SCHOLARSHIPS AND EDUCATIONAL IMPROVEMENTS WITHIN THE HOUSE STRUCTURE.

Program Service Accomplishments

Program 1

Expenses: $10,857 Revenue: $684

DURING THE YEAR ENDED DECEMBER 31, 2024, THE ALPHA NU EDUCATION FOUNDATION PROVIDED SCHOLARSHIPS TO A TOTAL OF 19 DIFFERENT INDIVIDUALS. ADDITIONALLY, ALPHA NU EDUCATION FOUNDATION FUNDED ONE...

DURING THE YEAR ENDED DECEMBER 31, 2024, THE ALPHA NU EDUCATION FOUNDATION PROVIDED SCHOLARSHIPS TO A TOTAL OF 19 DIFFERENT INDIVIDUALS. ADDITIONALLY, ALPHA NU EDUCATION FOUNDATION FUNDED ONE EDUCATIONAL RETREAT AND SEVERAL UPGRADES TO THE STUDY LOUNGE AT THE CHAPTER FACILITY INCLUDING THREE STUDY TABLES AND A NEW PRINTER.

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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 $9,239

Program Service Revenue $0

Investment Income $10,762

Other Revenue $684

TOTAL REVENUE $20,685

Expense Breakdown

Grants Paid $8,750

Salaries & Benefits $0

Fundraising Expenses $11,401

Program Expenses $10,857

Other Expenses $2,907

TOTAL EXPENSES $23,058

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,685	$30,722	-0.3%
Expenses	$23,058	$20,729	+0.1%
Net Income	$-2,373	$9,993	-1.2%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUZANNE M PETERSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
LAURA SLITER	TREASURER	1.00	Officer Director	$0	$0	$0
BRELAND TOMMERUP	SECRETARY	0.25	Officer Director	$0	$0	$0
KRISTIANNE WILSON	SCHOLARSHIP CHAIR	1.00	Director	$0	$0	$0
FOREY CEDERBERG	DIRECTOR	0.50	Director	$0	$0	$0
MARJORIE WALLINDER	DIRECTOR	0.50	Director	$0	$0	$0
JULIE HUSTON	DIRECTOR	0.50	Director	$0	$0	$0
LORI WARDEN	DIRECTOR	0.50	Director	$0	$0	$0
ANDREA GOUDGE	DIRECTOR	0.50	Director	$0	$0	$0
DEBORAH MCWHINNEY	DIRECTOR (FORMER)	0.50	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	$20,685	$23,058	$411,950	$-2,373
2023	$30,722	$20,729	$393,279	$9,993
2022	$23,943	$26,098	$351,610	$-2,155
2021	$20,231	$22,714	$413,735	$-2,483
2020	$13,478	$16,272	$390,250	$-2,794
2019	$14,372	$22,555	$362,617	$-8,183
2018	$18,098	$17,406	$343,035	$692