CHI DELTA TAU ALUMNI ASSOC FOUNDATION INC (EIN 760415959) - 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

1993

Legal Domicile

Principal Officer

STEVE MACH

Phone

7136956000

Tax Period

2024-01-01 to 2024-12-31

CHI DELTA TAU ALUMNI ASSOC FOUNDATION INC, founded in 1993, is a small nonprofit in the Education sector that reported $144K in total revenue in fiscal year 2024. Revenue surged 99% from the prior year, signaling strong growth momentum. The organization ran a surplus of $83K, a strong 58% operating margin.

Mission

FUND ACADEMIC SCHOLARSHIPS TO TRINITY UNIVERSITY

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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 $102,892

Program Service Revenue $0

Investment Income $14,138

Other Revenue $26,713

TOTAL REVENUE $143,743

Expense Breakdown

Grants Paid $13,400

Salaries & Benefits $0

Fundraising Expenses $39,273

Program Expenses $13,400

Other Expenses $46,851

TOTAL EXPENSES $60,251

Year-over-Year Comparison

	2024	2023	Change
Revenue	$143,743	$72,251	+1.0%
Expenses	$60,251	$16,647	+2.6%
Net Income	$83,492	$55,604	+0.5%

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
BARRY BOWDEN	DIRECTOR	N/A	Director	$0	$0	$0
WILL CHISOLM	DIRECTOR	N/A	Director	$0	$0	$0
PAUL COX	DIRECTOR	N/A	Director	$0	$0	$0
SEAN CAPORALETTI	PRESIDENT	1.00	Officer Director	$0	$0	$0
COLIN CHAPMAN	DIRECTOR	1.00	Officer Director	$0	$0	$0
DAVID DOGGETT	DIRECTOR	N/A	Director	$0	$0	$0
DICK FIRTH	DIRECTOR	N/A	Director	$0	$0	$0
JOE FERRETTI	DIRECTOR	N/A	Director	$0	$0	$0
STUART GARBER	DIRECTOR	N/A	Director	$0	$0	$0
MARSHALL HESS	DIRECTOR	N/A	Director	$0	$0	$0
FARLEY HOUSTON	SECRETARY	1.00	Officer Director	$0	$0	$0
RAYMOND JUDD	DIRECTOR	N/A	Director	$0	$0	$0
JOHN KAIN	DIRECTOR	N/A	Director	$0	$0	$0
DASH KOHLHAUSEN	DIRECTOR	N/A	Director	$0	$0	$0
ANDREW LODER	DIRECTOR	N/A	Director	$0	$0	$0
JIM LUEDEKE	DIRECTOR	N/A	Director	$0	$0	$0
ERIC LONG-GOHEEN	VP-BOARD DEV	1.00	Officer Director	$0	$0	$0
DREW MALLENDER	DIRECTOR	N/A	Director	$0	$0	$0
MATT MCCAMPBELL	DIRECTOR	N/A	Director	$0	$0	$0
ERICH MENGER	DIRECTOR	N/A	Director	$0	$0	$0
PAUL MACE	DIRECTOR	N/A	Director	$0	$0	$0
STEVE MACH	TREASURER	1.00	Officer Director	$0	$0	$0
MIKE MCMURRAY	DIRECTOR	N/A	Director	$0	$0	$0
ROB ROBINSON	DIRECTOR	N/A	Director	$0	$0	$0
ERNST SCHNEIDER	DIRECTOR	N/A	Director	$0	$0	$0
CHRIS SAUNDERS	VP, ENDOWMEN	1.00	Officer Director	$0	$0	$0
PETER SENIOR	DIRECTOR	N/A	Director	$0	$0	$0
DAVID THAI	DIRECTOR	N/A	Director	$0	$0	$0
PAUL VAHLDIEK	DIRECTOR	N/A	Director	$0	$0	$0
DAVID WADDELL	DIRECTOR	1.00	Officer Director	$0	$0	$0
BRADLEY WINTERS	VICE CHAIRMA	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
2024	$143,743	$60,251	$800,318	$83,492
2023	$72,251	$16,647	$685,302	$55,604
2022	$23,995	$25,179	$623,902	$-1,184
2021	$62,779	$34,245	$709,306	$28,534
2020	$27,434	$5,610	$655,889	$21,824
2019	$60,649	$37,313	$603,319	$23,336
2018	$81,872	$31,141	$520,251	$50,731

CHI DELTA TAU ALUMNI ASSOC FOUNDATION INC