ALPHA PHI OMEGA ENDOWMENT INC (EIN 510246311) - 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

1978

Legal Domicile

Principal Officer

ROBERT J LONDON

Phone

8163738667

Tax Period

2024-07-01 to 2025-06-30

ALPHA PHI OMEGA ENDOWMENT INC, founded in 1978, is a small nonprofit in the Education sector that reported $494K in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $453K, a strong 92% operating margin.

Mission

TO PROVIDE LONG-TERM BENEFITS FOR THE GOALS AND PERPETUATION OF ALPHA PHI OMEGA NATIONAL FRATERNITY. THIS IS ACCOMPLISHED BY UTILIZING THE INTEREST EARNED FROM THE PRINCIPAL IN THE ENDOWMENT TRUST FOR APPROPRIATE FINANCIAL SUPPORT.

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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 $10,530

Program Service Revenue $0

Investment Income $482,939

Other Revenue $635

TOTAL REVENUE $494,104

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,780

Other Expenses $40,743

TOTAL EXPENSES $40,743

Year-over-Year Comparison

	2024	2023	Change
Revenue	$494,104	$333,063	+0.5%
Expenses	$40,743	$434,642	-0.9%
Net Income	$453,361	$-101,579	-5.5%

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

$183,216

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD SCRUGGS	CHAIR	1.00	Director	$0	$0	$0
DAVID OVERHAUSER	TRUSTEE	1.00	Director	$0	$0	$0
REBECCA CADY	TRUSTEE	1.00	Director	$0	$0	$0
RUDY GONZALEZ	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS JACKSON	TRUSTEE	1.00	Director	$0	$0	$0
JACK MCKENZIE	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT J LONDON	EXECUTIVE DIRECTOR	1.00	Officer	$0	$0	$183,216

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	$494,104	$40,743	$9,171,331	$453,361
2024	$333,063	$434,642	$8,084,545	$-101,579
2024	No data	No data	No data	No data
2023	$146,943	$334,574	$7,424,726	$-187,631
2022	$557,417	$30,086	$7,173,988	$527,331
2021	$720,012	$171,480	$7,929,776	$548,532
2020	$245,147	$168,997	$6,354,535	$76,150
2019	$238,450	$203,748	$6,532,972	$34,702

ALPHA PHI OMEGA ENDOWMENT INC