CHI PSI ASSOCIATION OF ALPHA ETA DELTA (EIN 936029438) - 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

1939

Legal Domicile

Principal Officer

DAVID WATERFALL

Phone

4357290173

Tax Period

2022-07-01 to 2023-06-30

CHI PSI ASSOCIATION OF ALPHA ETA DELTA, founded in 1939, is a small nonprofit that reported $318K in total revenue in fiscal year 2022. Revenue fell 48% from the prior year — a significant decline worth monitoring.

Mission

RESPONSIBLE FOR PAYMENT OF LIABILITY INSURANCE AND PROPERTY TAXES ON CHI PSI FRATERNITY BUILDING LOCATED AT UNIVERSITY OF OREGON 1018 HILYARD ST IN EUGENE OREGON. ENSURE PROPER MAINTENANCE INCLUDING MAJOR REMODEL AND RENOVATION AS WELL AS SECURITY AND BUILDING CODE COMPLIANCE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $175,464

Program Service Revenue $142,074

Investment Income $10

Other Revenue $0

TOTAL REVENUE $317,548

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,033

Fundraising Expenses $0

Program Expenses $282,510

Other Expenses $283,604

TOTAL EXPENSES $327,637

Year-over-Year Comparison

	2022	2021	Change
Revenue	$317,548	$612,354	-0.5%
Expenses	$327,637	$229,261	+0.4%
Net Income	$-10,089	$383,093	-1.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID WATERFALL	PRESIDENT	10.00	Director	$0	$0	$0
CRAIG LOUGHRIDGE	SECRETARY	10.00	Director	$0	$0	$0
JESSIE JIMMERSON	TREASURER	10.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$317,548	$327,637	$1,102,434	$-10,089
2022	$612,854	$209,547	$1,210,230	$403,307
2022	$612,854	$209,547	$1,210,230	$403,307
2021	$116,800	$182,043	$1,073,363	$-65,243
2020	$130,334	$110,747	$1,127,375	$19,587

CHI PSI ASSOCIATION OF ALPHA ETA DELTA