Alpha Chi Alumni Assoc Inc (EIN 943165452) - 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

1978

Legal Domicile

Principal Officer

Katie Brandt-Hernandez

Phone

5303437803

Tax Period

2024-01-01 to 2024-12-31

Alpha Chi Alumni Assoc Inc, founded in 1978, is a small nonprofit that reported $404K in total revenue in fiscal year 2024. Revenue surged 312% from the prior year, signaling strong growth momentum. The organization ran a surplus of $286K, a strong 71% operating margin.

Mission

To provide low cost housing and lodging to active members of Alpha Chi Sorority.

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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 $27,461

Program Service Revenue $81,259

Investment Income $295,098

Other Revenue $0

TOTAL REVENUE $403,818

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $102,842

Other Expenses $95,396

TOTAL EXPENSES $117,968

Year-over-Year Comparison

	2024	2023	Change
Revenue	$403,818	$97,916	+3.1%
Expenses	$117,968	$108,445	+0.1%
Net Income	$285,850	$-10,529	-28.1%

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
Jim Davis	Representative	5.00	Director	$0	$0	$0
Katie Hernandez	President	1.00	Officer Director	$0	$0	$0
Heidi Tank	Vice President	1.00	Officer Director	$0	$0	$0
Ashley Green	Treasurer	1.00	Officer Director	$0	$0	$0
Teri O'Keefe	Secretary	1.00	Officer Director	$0	$0	$0
Kelsey Fernandes	Membership	1.00	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
2024	$403,818	$117,968	$464,598	$285,850

Alpha Chi Alumni Assoc Inc