ALPHA XI DELTA CORP OF SAN MARCOS (EIN 746024571) - 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

1990

Legal Domicile

Phone

2108858405

Tax Period

2024-06-01 to 2025-05-31

ALPHA XI DELTA CORP OF SAN MARCOS, founded in 1990, is a small nonprofit that reported $234K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $272K exceeded revenue, resulting in a 16% operating deficit.

Mission

PROVIDE HOUSING TO SORORITY MEMBERS

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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 $230,923

Program Service Revenue $0

Investment Income $3,176

Other Revenue $0

TOTAL REVENUE $234,099

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $271,015

Other Expenses $272,292

TOTAL EXPENSES $272,292

Year-over-Year Comparison

	2024	2023	Change
Revenue	$234,099	$246,938	-0.1%
Expenses	$272,292	$204,783	+0.3%
Net Income	$-38,193	$42,155	-1.9%

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

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
LESLIE MADDEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARCIE MCDONALD	SECRETARY	1.00	Officer Director	$0	$0	$0
BECKY HENSLEY	VP	1.00	Officer Director	$0	$0	$0
SHANNON BURCHAM	TREASURER	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
2025	$234,099	$272,292	$979,205	$-38,193
2024	$246,938	$204,783	$1,038,013	$42,155
2023	$188,894	$218,602	$1,015,342	$-29,708
2022	$240,133	$191,781	$1,063,959	$48,352
2021	$186,518	$192,955	$1,033,969	$-6,437
2020	$155,771	$178,522	$1,057,339	$-22,751
2019	$229,567	$176,604	$1,095,947	$52,963

ALPHA XI DELTA CORP OF SAN MARCOS