ALPHA CHI SIGMA EDUCATIONAL FOUNDATION INC (EIN 356018436) - 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

1958

Legal Domicile

Principal Officer

JOHN E ADAMS

Phone

5732685513

Tax Period

2024-01-01 to 2024-12-31

ALPHA CHI SIGMA EDUCATIONAL FOUNDATION INC, founded in 1958, is a micro nonprofit in the Education sector that reported $74K in total revenue in fiscal year 2024. Net assets of $890K represent 145 months of operating reserves.

Mission

THE FOUNDATION PROVIDES FUNDS TO SUPPORT EDUCATIONAL ACTIVITIES IN ASSOCIATION WITH ALPHA CHI SIGMA 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 (2024)

Revenue Breakdown

Contributions & Grants $9,324

Program Service Revenue $2,386

Investment Income $61,994

Other Revenue $0

TOTAL REVENUE $73,704

Expense Breakdown

Grants Paid $41,086

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,086

Other Expenses $31,242

TOTAL EXPENSES $72,328

Year-over-Year Comparison

	2024	2023	Change
Revenue	$73,704	$74,425	0.0%
Expenses	$72,328	$101,447	-0.3%
Net Income	$1,376	$-27,022	-1.1%

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
MARK N EVANIAK	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN E ADAMS	SECRETARY TREASURER	1.00	Officer Director	$0	$0	$0
ABBEY J DEGRAFFENREID	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHARLES E CARROLL	ASSISTANT SECRETARY	1.00	Officer Director	$0	$0	$0
KIP NALLEY	ASSISTANT TREASURER	1.00	Officer 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	$73,704	$72,328	$924,194	$1,376
2023	$74,425	$101,447	$919,143	$-27,022
2022	$64,834	$76,408	$906,683	$-11,574
2021	$100,979	$45,206	$1,089,828	$55,773
2020	$164,754	$42,522	$1,049,611	$122,232
2019	$37,259	$55,165	$930,517	$-17,906
2018	$61,855	$78,195	$836,926	$-16,340

ALPHA CHI SIGMA EDUCATIONAL FOUNDATION INC