ORDER OF AHEPA GROUP RETURN (EIN 521795318) - 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

1922

Legal Domicile

Principal Officer

BASIL N MOSSAIDIS

Phone

2022326300

Tax Period

2021-04-01 to 2022-03-31

ORDER OF AHEPA GROUP RETURN, founded in 1922, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2021. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $463K, a strong 15% operating margin.

Mission

THE AMERICAN HELLENIC EDUCATIONAL PROGRESSIVE ASSOCIATION'S MISSION IS TO PROMOTE THE HELLENIC IDEALS OF EDUCATION, PHILANTHROPY, CIVIC RESPONSIBILITY, FAMILY AND INDIVIDUAL EXCELLENCE.

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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 (2021)

Revenue Breakdown

Contributions & Grants $1,031,557

Program Service Revenue $799,090

Investment Income $560,486

Other Revenue $622,536

TOTAL REVENUE $3,013,669

Expense Breakdown

Grants Paid $144,949

Salaries & Benefits $774,333

Fundraising Expenses $120,535

Program Expenses $1,973,245

Other Expenses $1,630,058

TOTAL EXPENSES $2,550,990

Year-over-Year Comparison

	2021	2020	Change
Revenue	$3,013,669	$2,398,455	+0.3%
Expenses	$2,550,990	$1,656,613	+0.5%
Net Income	$462,679	$741,842	-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

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

$311,762

Total Directors

$311,762

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIMMY KOKOTAS	SUPREME PRES	2.00	Officer Director	$0	$0	$0
LOU ATSAVES	SUPREME VICE	2.00	Officer Director	$0	$0	$0
SAVAS TSIVIKOS	SUPREME SECR	2.00	Officer Director	$0	$0	$0
EMMANUEL KAITSON	SUPREME TREA	2.00	Officer Director	$0	$0	$0
NICHOLAS A KARACOSTAS	CHAIRMAN	2.00	Director	$0	$0	$0
GEORGE HORIATES	VICE CHAIRMA	2.00	Director	$0	$0	$0
ALEX GEOURNTAS	SECRETARY	2.00	Director	$0	$0	$0
ANTHONY KOUZOUNIS	TRUSTEE	2.00	Director	$0	$0	$0
CARL HOLLISTER	TRUSTEE	2.00	Director	$0	$0	$0
NICK AROUTZIDIS	TRUSTEE	2.00	Director	$0	$0	$0
BASIL N MOSSAIDIS	EXECUTIVE DI	40.00	Officer Director	$182,299	$0	$182,299
PATRICE P FARISH	CONTROLLER	40.00	Officer Director	$84,916	$0	$84,916
SAM EGZIABHER	CONTROLLER	40.00	Officer Director	$44,547	$0	$44,547

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	$3,013,669	$2,550,990	$17,204,115	$462,679
2021	$2,398,455	$1,656,613	$16,024,209	$741,842

ORDER OF AHEPA GROUP RETURN