Acacia Fraternity Foundation Inc (EIN 351778332) - 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

1989

Legal Domicile

Principal Officer

William A Utic

Phone

5107972096

Tax Period

2023-07-01 to 2024-06-30

Acacia Fraternity Foundation Inc, founded in 1989, is a community nonprofit in the Education sector that reported $3.0M in total revenue in fiscal year 2023. Revenue surged 172% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 61% operating margin.

Mission

The Acacia Fraternity Foundation raises funds to 1 support the qualified educational activities of Acacia Fraternity, Inc. and its local chapters and 2 provide scholarships to college and university students.

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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 $2,771,069

Program Service Revenue $0

Investment Income $187,192

Other Revenue $0

TOTAL REVENUE $2,958,261

Expense Breakdown

Grants Paid $758,427

Salaries & Benefits $113,024

Fundraising Expenses $300,358

Program Expenses $758,427

Other Expenses $272,366

TOTAL EXPENSES $1,143,817

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,958,261	$1,086,493	+1.7%
Expenses	$1,143,817	$807,108	+0.4%
Net Income	$1,814,444	$279,385	+5.5%

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

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
Dwyte E Brooks DMD	Director	000.20	Director	$0	$0	$0
Gerald C Cook	Director	000.20	Director	$0	$0	$0
John C Davis	Director	000.50	Director	$0	$0	$0
Brian R Durst	Vice President	001.00	Officer Director	$0	$0	$0
David L Ferguson	Director	000.20	Director	$0	$0	$0
Guy Gebhardt	Secretary	001.00	Officer Director	$0	$0	$0
Andrew Jee	President	001.00	Officer Director	$0	$0	$0
Kris R Lutt	Director	000.20	Director	$0	$0	$0
Amos D Meyers Jr	Director	000.20	Director	$0	$0	$0
David R Quick	Director	000.20	Director	$0	$0	$0
Robert E Roberson	Director	000.50	Director	$0	$0	$0
Michael L Rollins	Director	000.50	Director	$0	$0	$0
Larry E Schroeder	Director	000.50	Director	$0	$0	$0
Phil Sutton	Director	000.20	Director	$0	$0	$0
Byron A Tabor	Director	000.20	Director	$0	$0	$0
Robert G Travnicek MD	Director	000.20	Director	$0	$0	$0
Michael C Tu	Director	000.20	Director	$0	$0	$0
Dewyane E Ullsperger	Director	000.20	Director	$0	$0	$0
William A Utic	Treasurer	002.00	Officer Director	$0	$0	$0
Rick Williams	Director	000.20	Director	$0	$0	$0
Dale E Redman	Director	000.20	Director	$0	$0	$0
Michael P Fillman	Director	000.20	Director	$0	$0	$0
Marcus Mountford	Director	000.50	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
2025	No data	No data	No data	No data
2024	$2,958,261	$1,143,817	$6,183,131	$1,814,444
2023	$1,086,493	$807,108	$4,043,443	$279,385
2022	$1,196,862	$1,597,015	$3,473,701	$-400,153
2021	$2,117,823	$997,817	$4,548,899	$1,120,006

Acacia Fraternity Foundation Inc