ALPHA NU TRUST FUND INC (EIN 416034850) - 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

1950

Legal Domicile

Principal Officer

THOMAS WRIGHT

Phone

6515878840

Tax Period

2024-01-01 to 2024-12-31

ALPHA NU TRUST FUND INC, founded in 1950, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $36K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $161K exceeded revenue, resulting in a 345% operating deficit.

Mission

TO SUPPORT EDUCATIONAL OPPORTUNITIES FOR COLLEGE STUDENTS AND NETWORKING OPPORTUNITIES FOR ALUMNI.

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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 $27,021

Program Service Revenue $0

Investment Income $9,116

Other Revenue $0

TOTAL REVENUE $36,137

Expense Breakdown

Grants Paid $157,604

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $157,604

Other Expenses $3,132

TOTAL EXPENSES $160,736

Year-over-Year Comparison

	2024	2023	Change
Revenue	$36,137	$43,014	-0.2%
Expenses	$160,736	$242,715	-0.3%
Net Income	$-124,599	$-199,701	-0.4%

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
THOMAS WRIGHT	PRESIDENT	3.00	Officer Director	$0	$0	$0
DOUGLAS RODERICK	TREASURER	2.00	Officer Director	$0	$0	$0
GARY WINTER	SECRETARY	2.00	Officer Director	$0	$0	$0
BRADEN AHLBERG	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL B AHLBERG	DIRECTOR	2.00	Director	$0	$0	$0
DOUGLAS A BASILE	DIRECTOR	1.00	Director	$0	$0	$0
GARY BERGREN	DIRECTOR	2.00	Director	$0	$0	$0
TIBOR GALLO	DIRECTOR	1.00	Director	$0	$0	$0
MARK MCNEILL	DIRECTOR	1.00	Director	$0	$0	$0
JIM ROBERTS	DIRECTOR	1.00	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	$36,137	$160,736	$349,707	$-124,599
2023	$43,014	$242,715	$447,908	$-199,701
2022	$22,116	$242,945	$624,816	$-220,829
2021	$35,131	$86,693	$883,413	$-51,562
2020	$70,639	$6,313	$924,614	$64,326
2019	$381,808	$290,288	$823,977	$91,520
2018	$142,087	$26,382	$732,373	$115,705

ALPHA NU TRUST FUND INC