WASHINGTON ASSOCIATES OF ALPHA TAU OMEGA (EIN 916058482) - 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

1908

Legal Domicile

Principal Officer

Jeff Miles

Tax Period

2020-01-01 to 2020-12-31

WASHINGTON ASSOCIATES OF ALPHA TAU OMEGA, founded in 1908, is a micro nonprofit that reported $287K in total revenue in fiscal year 2020.

Mission

Advance social and fraternal interest

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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 (2020)

Revenue Breakdown

Contributions & Grants $31,536

Program Service Revenue $0

Investment Income $-309,408

Other Revenue $-9,527

TOTAL REVENUE $-287,399

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,671

TOTAL EXPENSES $2,671

Year-over-Year Comparison

	2020	2019	Change
Revenue	$-287,399	$-19,821	+13.5%
Expenses	$2,671	$134	+18.9%
Net Income	$-290,070	$-19,955	+13.5%

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

N/A

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
Doug Malmoe	Director	0.00	Director	$0	$0	$0
Dave Drummond	Director	0.00	Director	$0	$0	$0
Adam Rynd	Chairman Board of Trustees	0.00	Director	$0	$0	$0
Patrick Hanley Jr	Director	0.00	Director	$0	$0	$0
Jason Solie	Director	0.00	Director	$0	$0	$0
Ehrin Bulfin	Director	0.00	Director	$0	$0	$0
Matthew P Finnigan	Vice President	0.00	Officer Director	$0	$0	$0
Jeff Miles	President	0.00	Officer Director	$0	$0	$0
Michael Williams	Treasurer	1.00	Officer Director	$0	$0	$0
Gary Gautreau	Secretary	0.00	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
2020	$-287,399	$2,671	No data	$-290,070
2019	$-19,821	$134	$726,694	$-19,955
2018	$-17,468	$2,497	$767,637	$-19,965

WASHINGTON ASSOCIATES OF ALPHA TAU OMEGA