IOTA CHAPTER OF ALPHA GAMMA DELTA FRATERNITY HOUSE ASSOCIATION C/OSHELTON (EIN 822027700) - 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

1922

Legal Domicile

Principal Officer

LAURA SHELTON

Phone

5033299368

Tax Period

2023-06-01 to 2024-05-31

IOTA CHAPTER OF ALPHA GAMMA DELTA FRATERNITY HOUSE ASSOCIATION C/OSHELTON, founded in 1922, is a small nonprofit that reported $252K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $238K left a modest 6% surplus.

Mission

ALPHA GAMMA DELTA HOUSE ASSOCIATION IS AN ORGANIZATION THAT OPERATES EXCLUSIVELY FOR THE PURPOSES OF HOLDING TITLE TO REAL PROPERTY, COLLECTING INCOME THEREFROM, AND TURNING OVER THE ENTIRE AMOUNT THEREOF, LESS EXPENSES, TO THE NATIONAL ORGANIZATION, I.E., ALPHA GAMMA DELTA FRATERNITY.

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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 $1,000

Program Service Revenue $248,963

Investment Income $1,978

Other Revenue $0

TOTAL REVENUE $251,941

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $237,744

TOTAL EXPENSES $237,744

Year-over-Year Comparison

	2023	2022	Change
Revenue	$251,941	$282,949	-0.1%
Expenses	$237,744	$272,112	-0.1%
Net Income	$14,197	$10,837	+0.3%

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
LAURIE BEACH BARROW	PRESIDENT	2.00	Officer	$0	$0	$0
MONICA GALLAGHER	MEMBER	4.00	Officer	$0	$0	$0
LAURA SHELTON	TREASURER	4.00	Officer	$0	$0	$0
NAOMI LITWACK-LANG	SECRETARY	2.00	Officer	$0	$0	$0
MARIA MALLORY	MEMBER	1.00	Officer	$0	$0	$0
KRISTA MICHELMAN	MEMBER	1.00	Officer	$0	$0	$0
SHARON WINTER	MEMBER	1.00	Officer	$0	$0	$0
SANDY NOVAK	MEMBER	1.00	Officer	$0	$0	$0
KAMRYN KURTZNER	MEMBER	1.00	Officer	$0	$0	$0
LEANNE MANLOSA	MEMBER	1.00	Officer	$0	$0	$0
DIANE OTHMAN	MEMBER	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	No data	No data	No data	No data
2024	$251,941	$237,744	$1,341,129	$14,197
2023	$282,949	$272,112	$1,414,708	$10,837
2022	$359,056	$284,464	$1,485,891	$74,592
2021	$198,652	$295,214	$1,447,710	$-96,562
2020	$324,511	$313,750	$1,617,801	$10,761
2019	$381,978	$411,983	$1,735,725	$-30,005

IOTA CHAPTER OF ALPHA GAMMA DELTA FRATERNITY HOUSE ASSOCIATION C/OSHELTON