ASSOC OF THE LAMBDA CHAPTER OF CHI PHI (EIN 946081725) - 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

1901

Legal Domicile

Principal Officer

MAX MEDINA

Tax Period

2023-01-01 to 2023-12-31

ASSOC OF THE LAMBDA CHAPTER OF CHI PHI, founded in 1901, is a small nonprofit that reported $334K in total revenue in fiscal year 2023. Net assets of $738K represent 27 months of operating reserves.

Mission

HOLDING TITLE TO RESIDENTIAL PROPERTY TO PROVIDE HOUSING FOR THE LOCAL CHAPTER OF A NATIONAL FRATERNITY ON THE CAMPUS OF THE UNIVERSITY OF CALIFORNIA IN BERKELEY.

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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 $0

Program Service Revenue $333,730

Investment Income $39

Other Revenue $0

TOTAL REVENUE $333,769

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $340,356

Other Expenses $340,356

TOTAL EXPENSES $340,356

Year-over-Year Comparison

	2023	2022	Change
Revenue	$333,769	$324,735	+0.0%
Expenses	$340,356	$284,083	+0.2%
Net Income	$-6,587	$40,652	-1.2%

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
JOHN DAGDELEN	Director	1.00	Director	$0	$0	$0
SHAYANTH SINNARAJAH	Board Member	1.00	Director	$0	$0	$0
TANER DAGDELEN	Director	1.00	Director	$0	$0	$0
AARON GOFF	Board Member	1.00	Director	$0	$0	$0
JOE HAWKINS	President	3.00	Officer	$0	$0	$0
MAX MEDINA	Treasurer	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
2024	No data	No data	No data	No data
2023	$333,769	$340,356	$1,013,296	$-6,587
2022	$324,735	$284,083	$1,043,307	$40,652
2021	$360,844	$336,163	$1,033,382	$24,681
2020	$338,445	$336,869	$1,023,760	$1,576
2019	$387,129	$348,860	$1,044,248	$38,269
2018	$346,775	$323,437	$1,046,313	$23,338

ASSOC OF THE LAMBDA CHAPTER OF CHI PHI