AOX EDUCATIONAL TRUST

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

JASON P HARDY

Phone

4024207758

Tax Period

2021-07-01 to 2022-06-30

AOX EDUCATIONAL TRUST, founded in 2011, is a micro nonprofit that reported $20K in total revenue in fiscal year 2021. Revenue surged 318% from the prior year, signaling strong growth momentum. Expenses of $18K left a modest 11% surplus.

Mission

PROVIDE SCHOLARSHIPS TO MEMBERS OF THE ALPHA THETA CHI CHAPTER WHO ACHIEVE EXCELLENCES IN THE CLASSROOM AND THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $17,884 Revenue: $19,998

PROVIDED SCHOLARSHIPS TO MEMBERS OF THE ALPHA THETA CHI CHAPTER WHO ACHIEVE EXCELLENCES IN THE CLASSROOM AND THE COMMUNITY

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $5

Program Service Revenue $0

Investment Income $5,548

Other Revenue $14,450

TOTAL REVENUE $20,003

Expense Breakdown

Grants Paid $9,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,884

Other Expenses $8,884

TOTAL EXPENSES $17,884

Year-over-Year Comparison

	2021	2020	Change
Revenue	$20,003	$4,786	+3.2%
Expenses	$17,884	$8,564	+1.1%
Net Income	$2,119	$-3,778	-1.6%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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
PERRY PIRSCH	TRUSTEE	3.00	Director	$0	$0	$0
FRANK URYASZ	TRUSTEE	3.00	Director	$0	$0	$0
JASON HARDY	TRUSTEE	3.00	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
2022	$20,003	$17,884	$311,174	$2,119
2021	$4,786	$8,564	$309,055	$-3,778