ORDER OF AHEPA DISTRICT 10 EDUCATIONAL FOUNDATION (EIN 383388079) - 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

1975

Legal Domicile

Principal Officer

Efi Valiotis

Phone

2486894156

Tax Period

2023-01-01 to 2023-12-31

ORDER OF AHEPA DISTRICT 10 EDUCATIONAL FOUNDATION, founded in 1975, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 1279% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 93% operating margin.

Mission

AWARD EDUCATIONAL SCHOLARSHIPS TO HIGH SCHOOL AND COLLEGE 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 $1,254,705

Program Service Revenue $0

Investment Income $68,945

Other Revenue $0

TOTAL REVENUE $1,323,650

Expense Breakdown

Grants Paid $77,450

Salaries & Benefits $0

Fundraising Expenses $60

Program Expenses $83,920

Other Expenses $16,978

TOTAL EXPENSES $94,428

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,323,650	$95,981	+12.8%
Expenses	$94,428	$91,920	+0.0%
Net Income	$1,229,222	$4,061	+301.7%

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
Efi Valiotis	Chairman	3	Officer Director	$0	$0	$0
Kim Stathis-Tsilimingras	Vice Chairman	1.5	Officer Director	$0	$0	$0
George Mortis	Treasurer	2.5	Officer Director	$0	$0	$0
Elena Kerasiotis	Trustee	1	Director	$0	$0	$0
Louis Kircos	Trustee	1	Director	$0	$0	$0
Peggy Collias	Trustee	1	Director	$0	$0	$0
Nick Tsalis	Trustee	0.25	Director	$0	$0	$0
Peter Cristoff	Trustee	0.25	Director	$0	$0	$0
Joanne Dau	Trustee	0.5	Director	$0	$0	$0
Petros Besieris	Trustee	0.5	Director	$0	$0	$0
Milton Gust	Executive Secretary	3	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
2024	No data	No data	No data	No data
2023	$1,323,650	$94,428	$2,202,000	$1,229,222
2022	$95,981	$91,920	$908,439	$4,061
2021	$131,636	$87,313	$1,144,082	$44,323
2020	$152,353	$68,177	$990,026	$84,176

ORDER OF AHEPA DISTRICT 10 EDUCATIONAL FOUNDATION