ALPHA GAMMA DELTA FRATERNITY RHO CHAPTER (EIN 420111665) - 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

1917

Legal Domicile

Principal Officer

SHAE BERNHART

Phone

8157083313

Tax Period

2023-07-01 to 2024-06-30

ALPHA GAMMA DELTA FRATERNITY RHO CHAPTER, founded in 1917, is a small nonprofit that reported $637K in total revenue in fiscal year 2023.

Mission

UNDERGRADUATE CHAPTER OF AN INTERNATIONAL COLLGIATE SOCIAL 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $636,568

Investment Income $466

Other Revenue $0

TOTAL REVENUE $637,034

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $657,304

TOTAL EXPENSES $657,304

Year-over-Year Comparison

	2023	2022	Change
Revenue	$637,034	$593,334	+0.1%
Expenses	$657,304	$654,682	+0.0%
Net Income	$-20,270	$-61,348	-0.7%

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

N/A

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
AMANDA KESLER	CHAPTER ADVISOR	15	Director	$0	$0	$0
CHLOE COLDAGELLI	NEW MEMBER EXPERIENCE ADVISOR	15	Director	$0	$0	$0
SARAH OCHS	FINANCE ADVISOR	15	Director	$0	$0	$0
NICHELLE HOEY	MEMBER EXPERIENCE ADVISOR	15	Director	$0	$0	$0
KAELYN SWARTOUT	MARKETING ADVISOR	15	Director	$0	$0	$0
ALLIE STEER	CAMPUS RELATIONS ADVISOR	15	Director	$0	$0	$0
SHAE BERNHARDT	CHAPTER PRESIDENT	15	Officer	$0	$0	$0
BAILEY MANDERFELD	VICE PRESIDENT CHAPTER WELLNESS	15	Officer	$0	$0	$0
AVA MILLER	VICE PRESIDENT ACADEMIC EXCELLENCE	15	Officer	$0	$0	$0
ERIN MUSSELMAN	VICE PRESIDENT RECRUITMENT	15	Officer	$0	$0	$0
KIANA GUBBINS	VICE PRESIDENT FINANCE	15	Officer	$0	$0	$0
LILY YDAY	VICE PRESISENT ADMINISTRATION	15	Officer	$0	$0	$0
KENDAL JOHNSEN	VICE PRESIDENT MEMBER EXPERIENCE	15	Officer	$0	$0	$0
MCKENNA SPROLE	VICE PRESIDENT NEW MEMBER EXPERIENCE	15	Officer	$0	$0	$0
ABBY WADLE	VICE PRESIDENT EVENT PLANNING	15	Officer	$0	$0	$0
LILLY BEAVERS	VICE PRESIDENT MARKETING	15	Officer	$0	$0	$0
MIRANDA HARRIS	VICE PRESIDENT CAMPUS RELATIONS	15	Officer	$0	$0	$0
EMMA SAMPLE	VICE PRESIDENT PHILANTHROPY	15	Officer	$0	$0	$0
KYLIE MALSAM	DIRECTOR OF PROPERTY	15	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
2025	No data	No data	No data	No data
2024	$637,034	$657,304	$86,046	$-20,270
2023	$593,334	$654,682	$101,510	$-61,348
2022	$494,121	$476,614	$162,684	$17,507
2021	$560,203	$589,662	$145,177	$-29,459
2020	$580,075	$597,637	$174,636	$-17,562
2019	$663,380	$631,249	$192,198	$32,131
2018	$700,798	$695,379	$160,067	$5,419

ALPHA GAMMA DELTA FRATERNITY RHO CHAPTER