ALPHA GAMMA RHO 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

1904

Legal Domicile

Principal Officer

REX MARTIN

Phone

8168919200

Tax Period

2023-07-01 to 2024-06-30

ALPHA GAMMA RHO FRATERNITY, founded in 1904, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Expenses of $2.8M exceeded revenue, resulting in a 57% operating deficit.

Mission

ADVISORY SERVICES ON CHAPTER MANAGEMENT, FINANCE AND MEMBER EDUCATION.

Program Service Accomplishments

Program 1

PROVIDE AID TO CHAPTERS THROUGH LOANS; CONSULTATION AND INSTRUCTION FOR THE CHAPTERS AND ITS MEMBERS THROUGH VISITS IN WHICH THEIR CURRENT OPERATIONAL STRENGTHS AND AREAS NEEDING IMPROVEMENTS ARE...

PROVIDE AID TO CHAPTERS THROUGH LOANS; CONSULTATION AND INSTRUCTION FOR THE CHAPTERS AND ITS MEMBERS THROUGH VISITS IN WHICH THEIR CURRENT OPERATIONAL STRENGTHS AND AREAS NEEDING IMPROVEMENTS ARE ASSESSED. PROVIDE GUIDANCE, INSIGHTS AND RESOURCES TO PROMOTE GREATER OPERATIONAL EFFECTIVENESS. PROVIDE EDUCATION TO MEMBERS ON FRATERNITY POLICIES, PROCEDURES AND PROTOCOLS.

Program 2

MAINTAIN FRATERNAL FINANCIAL AND MEMBERSHIP RECORDS, CHAPTER SPECIFIC HISTORICAL FILES, DATABASE MANAGMENT AND RECORD UPDATES. COLLECT INITIATION FEES FOR 1,076 NEW MEMBERS, DUES SEMI-ANNUALLY FOR...

MAINTAIN FRATERNAL FINANCIAL AND MEMBERSHIP RECORDS, CHAPTER SPECIFIC HISTORICAL FILES, DATABASE MANAGMENT AND RECORD UPDATES. COLLECT INITIATION FEES FOR 1,076 NEW MEMBERS, DUES SEMI-ANNUALLY FOR 2,589 UNDERGRADUATE MEMBERS AND CONTRIBUTIONS TO SUPPORT THE ACTIVITIES OF THE MEMBERS.

Program 3

PUBLISHED BI-ANNUAL SICKLE & SHEAF MAGAZINE FOR 51,000 UNDERGRADUATE & ALUMNI MEMBERS, MONTHLY E-NEWSLETTERS FOR CHAPTERS & RELEVANT COMMUNICATIONS FOR ALL MEMBERS.

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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 $281,100

Program Service Revenue $1,278,698

Investment Income $176,139

Other Revenue $50,604

TOTAL REVENUE $1,786,541

Expense Breakdown

Grants Paid $500,000

Salaries & Benefits $1,083,011

Fundraising Expenses $0

Other Expenses $1,215,504

TOTAL EXPENSES $2,798,515

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,786,541	$2,202,542	-0.2%
Expenses	$2,798,515	$2,441,487	+0.1%
Net Income	$-1,011,974	$-238,945	+3.2%

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

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

$455,578

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG NICKERSON	GRAND PRESIDENT	2.00	Officer Director	$0	$0	$0
JAY VROOM	VICE GRAND PRESIDENT	2.00	Officer Director	$0	$0	$0
GREG WEBB	FINANCIAL VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DAVE OSWALT	TREASURER	2.00	Officer Director	$0	$0	$0
JIM BOREL	DIRECTOR	2.00	Director	$0	$0	$0
JOHN NIEMANN	DIRECTOR	2.00	Director	$0	$0	$0
PAUL WENGER	DIRECTOR	2.00	Director	$0	$0	$0
REX MARTIN	CHIEF EXECUTIVE OFFICER/SECRETARY	40.00	Officer	$242,683	$14,543	$257,226
CAROL JOHNSON	CHIEF DEVELOPMENT OFFICER	40.00	Officer	$192,743	$5,609	$198,352

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	$1,786,541	$2,798,515	$4,372,490	$-1,011,974
2023	$2,202,542	$2,441,487	$5,336,700	$-238,945
2022	$1,935,536	$2,336,670	$5,273,875	$-401,134
2021	$2,096,286	$2,229,093	$6,754,024	$-132,807
2020	$1,756,836	$1,961,626	$6,090,455	$-204,790
2019	$2,064,706	$2,490,765	$6,202,638	$-426,059
2018	$1,736,250	$2,017,342	$7,080,599	$-281,092