ALPHA XI DELTA FRATERNITY (EIN 360720566) - 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

1893

Legal Domicile

Principal Officer

ELYSIA BALSTER GALLIVAN

Phone

3178723500

Tax Period

2024-06-01 to 2025-05-31

ALPHA XI DELTA FRATERNITY, founded in 1893, is a mid-sized nonprofit that reported $11.1M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

THE MISSION OF ALPHA XI DELTA WOMEN'S FRATERNITY IS TO ENRICH THE LIFE OF EVERY ALPHA XI DELTA. WE WILL NURTURE UNITY AND COOPERATION; FOSTER INTELLECTUAL, PROFESSIONAL, AND PERSONAL GROWTH; EXEMPLIFY THE HIGHEST ETHICAL CONDUCT; INSTILL COMMUNITY RESPONSIBILITY; AND PERPETUATE FRATERNALGROWTH.

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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 $215,681

Program Service Revenue $9,989,491

Investment Income $225,170

Other Revenue $623,668

TOTAL REVENUE $11,054,010

Expense Breakdown

Grants Paid $1,107,657

Salaries & Benefits $2,197,371

Fundraising Expenses $0

Other Expenses $7,656,276

TOTAL EXPENSES $10,961,304

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,054,010	$9,994,471	+0.1%
Expenses	$10,961,304	$10,663,332	+0.0%
Net Income	$92,706	$-668,861	-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

Volunteers

739

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

$314,018

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CROUCH MEGAN MCGOWEN	NATIONAL PRESIDENT	10.00	Officer Director	$0	$0	$0
JOHNSON ELIZABETH	NATIONAL VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
HAYDEN STEPHANIE	NATIONAL VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
CARROLL GINNY	NATIONAL VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
RIGGS KARIN	NATIONAL VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MACDONALD PECK ERIN	NATIONAL VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MAZEY ALYSSA MICHELLE	NATIONAL VICE PRESIDENT	5.00	Director	$0	$0	$0
ELYSIA BALSTER GALLIVAN	CHIEF EXECUTIVE OFFICER	30.00	Officer	$190,655	$4,734	$195,389
LORI HOLT	DIRECTOR OF FINANCE	36.00	Officer	$98,741	$19,888	$118,629
KLEINSCHMIDT TRACY	ASSOCIATE EXECUTIVE DIRECTOR	40.00	Highest	$107,692	$3,111	$110,803

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	$211,342	$214,616	$9,294	$-3,274
2025	$11,054,010	$10,961,304	$20,897,524	$92,706
2024	$9,994,471	$10,663,332	$18,531,354	$-668,861
2023	$9,168,873	$8,246,044	$19,903,788	$922,829
2022	$8,227,558	$8,684,735	$11,173,738	$-457,177
2021	$7,815,595	$6,923,213	$10,729,824	$892,382
2020	$8,165,667	$8,196,987	$9,850,638	$-31,320
2019	$8,504,085	$8,245,519	$9,936,455	$258,566
2018	$7,726,685	$8,322,410	$9,694,567	$-595,725

ALPHA XI DELTA FRATERNITY