AGR ALPHA THETA EDUCATIONAL FOUNDATION INC (EIN 522019243) - 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

1997

Legal Domicile

Principal Officer

Tim Raver

Phone

3016743440

Tax Period

2023-01-01 to 2023-12-31

AGR ALPHA THETA EDUCATIONAL FOUNDATION INC, founded in 1997, is a micro nonprofit in the Education sector that reported $58K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $56K, a strong 95% operating margin.

Mission

TO PROVIDE HOUSING SUPPORT TO UNDERGRADUATE STUDENTS IN ADDITION TO SCHOLARSHIP GRANTS AND EDUCATIONAL LOANS

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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 $52,020

Program Service Revenue $0

Investment Income $6,425

Other Revenue $0

TOTAL REVENUE $58,445

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,875

Other Expenses $1,875

TOTAL EXPENSES $2,875

Year-over-Year Comparison

	2023	2022	Change
Revenue	$58,445	$52,662	+0.1%
Expenses	$2,875	$146,063	-1.0%
Net Income	$55,570	$-93,401	-1.6%

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
CHRIS CAVEY	PRESIDENT	2.00	Officer Director	$0	$0	$0
EWING MCDOWELL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TIM RAVER	TREASURER	2.00	Officer Director	$0	$0	$0
PAUL GOERINGER	SECRETARY	1.00	Officer 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
2023	$58,445	$2,875	$178,821	$55,570
2022	$52,662	$146,063	$123,251	$-93,401
2021	$295,701	$187,190	$223,829	$108,511
2020	$282,583	$774,921	$115,318	$-492,338
2019	$128,321	$57,208	$607,656	$71,113
2018	$104,598	$72,919	$536,543	$31,679

AGR ALPHA THETA EDUCATIONAL FOUNDATION INC