NORTH CAROLINA ALPHA CHAPTER (EIN 566049994) - Form 990 Financial Analysis & Trantor Score

🔒

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

1992

Legal Domicile

Principal Officer

ANNEMARIE CUMMINGS

Phone

9199621159

Tax Period

2024-09-01 to 2025-08-31

NORTH CAROLINA ALPHA CHAPTER, founded in 1992, is a small nonprofit that reported $716K in total revenue in fiscal year 2024.

Mission

TO BE A SAFE EMPLOYER; TO MAINTAIN A SAFE RESIDENCE FOR OUR COLLEGIATE MEMBERS; AND TO PROVIDE A GATHERING PLACE FOR MEMBERS TO FOSTER TEAMWORK, LIFELONG FRIENDSHIPS, AND COLLEGIATE MEMORIES IN THE PI BETA PHI SPIRIT OF OUR FOUNDERS.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $715,610

Investment Income $0

Other Revenue $0

TOTAL REVENUE $715,610

Expense Breakdown

Grants Paid $0

Salaries & Benefits $258,351

Fundraising Expenses $0

Program Expenses $735,111

Other Expenses $476,760

TOTAL EXPENSES $735,111

Year-over-Year Comparison

	2024	2023	Change
Revenue	$715,610	$676,745	+0.1%
Expenses	$735,111	$692,306	+0.1%
Net Income	$-19,501	$-15,561	+0.3%

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

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
ANNE-MARIE CUMMINGS	PRESIDENT	1.00	Officer	$0	$0	$0
MORGAN A MENJIVAR	TREASURER	1.00	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	$715,610	$735,111	$1,260,274	$-19,501
2024	$676,745	$692,306	$1,387,359	$-15,561
2023	$678,715	$635,606	$1,436,266	$43,109
2022	$591,480	$577,996	$1,207,667	$13,484
2021	$589,994	$538,186	$1,379,298	$51,808
2020	$577,820	$502,864	$1,220,335	$74,956
2019	$555,238	$510,921	$1,317,436	$44,317

NORTH CAROLINA ALPHA CHAPTER