ALPHA GAMMA DELTA FRATERNITY

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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

1988

Legal Domicile

Principal Officer

Dawn Claghorn

Phone

7652882482

Tax Period

2017-07-01 to 2018-06-30

ALPHA GAMMA DELTA FRATERNITY, founded in 1988, is a small nonprofit that reported $174K in total revenue in fiscal year 2017. Revenue fell 25% from the prior year — a significant decline worth monitoring.

Mission

Educational, charitable and social purposes and no net earnings inure to an individual or private shareholder.

Program Service Accomplishments

Program 1

Expenses: $115,437

Membership recruitment and retention 100 members

Program 2

Expenses: $13,836

Charitable and Educational Activities

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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 (2017)

Revenue Breakdown

Contributions & Grants $144,259

Program Service Revenue $0

Investment Income $362

Other Revenue $29,329

TOTAL REVENUE $173,950

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $129,273

Other Expenses $178,177

TOTAL EXPENSES $178,177

Year-over-Year Comparison

	2017	2016	Change
Revenue	$173,950	$231,155	-0.2%
Expenses	$178,177	$228,696	-0.2%
Net Income	$-4,227	$2,459	-2.7%

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

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
Dawn Claghorn	Chapter Advisor	1	Director	$0	$0	$0
Julie Terhune	Finance Advisor	1	Director	$0	$0	$0
Kim-Rae Ketcham	Scholarship Advisor	0.25	Director	$0	$0	$0
Jackie Willman	Recruitment Advisor	0.25	Director	$0	$0	$0
Alex Kennedy	New Member Experience Team Advisor	0.25	Director	$0	$0	$0
Rachelle Brown	Campus Relations Advisor	0.25	Director	$0	$0	$0
Chelsea Phillips	Member Development Advisor	0.25	Director	$0	$0	$0
Emma Ferguson	VP Redruitment	1	Officer	$0	$0	$0
Kenna Dischert	VP Administration	1	Officer	$0	$0	$0
Katie Foster	VP Finance	1	Officer	$0	$0	$0
Elli cook	VP Academic Excellence	1	Officer	$0	$0	$0
Christine Dewhurst	VP Member Experience	1	Officer	$0	$0	$0
Ashley Ulmer	President	1	Officer	$0	$0	$0
Cassie Friedman	VP Campus Relations	1	Officer	$0	$0	$0
Yula Sung	VP Event Planning	1	Officer	$0	$0	$0
Teresa Bond	VP New Member Experience	1	Officer	$0	$0	$0
Kenna Andreas	VP Marketing	1	Officer	$0	$0	$0
Madi Gourley	VP Philanthropy	1	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
2018	$173,950	$178,177	$40,380	$-4,227