MU ALPHA THETA EDUCATIONAL FOUNDATION INC (EIN 731506789) - 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

1996

Legal Domicile

Principal Officer

DANA WADE

Phone

4053250144

Tax Period

2024-01-01 to 2024-12-31

MU ALPHA THETA EDUCATIONAL FOUNDATION INC, founded in 1996, is a small nonprofit in the Education sector that reported $560K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $145K, a strong 26% operating margin.

Mission

THE ORGANIZATION SUPPORTS ITS MEMBERS, SPONSORS, AND CHAPTERS WITH SCHOLARSHIPS, AWARDS, AND GRANTS. EACH SUMMER, THE FOUNDATION HOLDS A NATIONAL CONVENTION DURING WHICH MEMBERS SPEND FOUR DAYS COMPETING FOR THE HIGHEST SCORES ON MATH TESTS, PRACTICING THEIR PUBLIC SPEAKING AND TEACHING SKILLS VIA MATH "CHALK TALKS," ATTENDING MATH SPEAKER SESSIONS, NETWORKING WITH OTHER MEMBERS AND MATHEMATICIANS, AND TAKING A FIELD TRIP TO A LOCAL ATTRACTION.

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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 $196,995

Program Service Revenue $360,655

Investment Income $2,476

Other Revenue $0

TOTAL REVENUE $560,126

Expense Breakdown

Grants Paid $27,390

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $413,169

Other Expenses $387,746

TOTAL EXPENSES $415,136

Year-over-Year Comparison

	2024	2023	Change
Revenue	$560,126	$456,399	+0.2%
Expenses	$415,136	$481,701	-0.1%
Net Income	$144,990	$-25,302	-6.7%

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

$101,491

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANA WADE	EXECUTIVE DI	15.00	Officer	$0	$0	$101,491
ROB SNOW	PRESIDENT	1.00	Officer Director	$0	$0	$0
DR RADLEIGH SANTOS	PRESIDENT EL	1.00	Officer Director	$0	$0	$0
DR JOHN ALBERT	TREASURER	2.00	Officer Director	$0	$0	$0
SHELBY AABERG	GOVERNOR REG	1.00	Director	$0	$0	$0
TAMMI CARLISLE	GOVERNOR REG	1.00	Director	$0	$0	$0
BETTY HOOD	GOVERNOR REG	1.00	Director	$0	$0	$0
DANIEL BONNETT	GOVERNOR REG	1.00	Director	$0	$0	$0
DR CHUCK GARNER	MAA REPRESEN	1.00	Director	$0	$0	$0
TODD TAYLOR	NCTM REPRESE	1.00	Director	$0	$0	$0
LEKAN BABANIYI	SIAM REPRESE	1.00	Director	$0	$0	$0
MARI MENARD	AMATYC REP	1.00	Director	$0	$0	$0
KIM WOOLFENDEN	NATL CONVENT	1.00	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
2024	$560,126	$415,136	$429,378	$144,990
2023	$456,399	$481,701	$284,388	$-25,302
2022	$523,031	$493,867	$309,574	$29,164
2021	$231,037	$252,504	$279,925	$-21,467
2020	$263,851	$205,175	$301,392	$58,676
2019	$859,328	$860,960	$242,818	$-1,632
2018	$763,223	$753,098	$244,974	$10,125

MU ALPHA THETA EDUCATIONAL FOUNDATION INC