ALPHA OMEGA FOUNDATION INC (EIN 341433600) - 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

1983

Legal Domicile

Principal Officer

MARSHA MORRELL SMITH

Phone

2169785524

Tax Period

2023-01-01 to 2023-12-31

ALPHA OMEGA FOUNDATION INC, founded in 1983, is a micro nonprofit that reported $83K in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $16K, a strong 20% operating margin.

Mission

THE CHARITABLE, EDUCATIONAL AND COMMUNITY SERVICE PURPOSE OF THE ALPHA OMEGA FOUNDATION ARE TO ESTABLISH ONGOING EDUCATIONAL PROGRAMS FOR YOUTH, PROVIDE A DIVERSE POOL UTILIZING PROFESSIONAL WOMEN FOR CONSULTATION.

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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 $66,504

Program Service Revenue $0

Investment Income $4,703

Other Revenue $11,900

TOTAL REVENUE $83,107

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $66,680

Other Expenses $66,680

TOTAL EXPENSES $66,680

Year-over-Year Comparison

	2023	2022	Change
Revenue	$83,107	$61,027	+0.4%
Expenses	$66,680	$61,469	+0.1%
Net Income	$16,427	$-442	-38.2%

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
MARSHA MORRELL SMITH	PRESIDENT	010.00	Director	$0	$0	$0
RHONDA WILLIAMS	FIRST VICE CHAIRMAN	005.00	Director	$0	$0	$0
JAN GHOLSON	SECOND VICE CHAIRMAN	005.00	Director	$0	$0	$0
AYESHAH DOUGHAS	FINANCIAL SECRETARY	005.00	Director	$0	$0	$0
KIMBERLY DASHIELD-HILL	TREASURER	010.00	Director	$0	$0	$0
ANNE MARIE FERGUSON	RECORDING SECRETARY	005.00	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
2024	No data	No data	No data	No data
2023	$83,107	$66,680	$254,310	$16,427
2022	$61,027	$61,469	$231,693	$-442
2021	$62,796	$58,916	$234,830	$3,880
2020	$75,811	$57,580	$228,947	$18,231
2019	$6,749	$53,332	$212,292	$-46,583
2018	$168,392	$70,909	$269,707	$97,483

ALPHA OMEGA FOUNDATION INC