Alpha Chi of Alpha Delta Pi Inc (EIN 956056934) - 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

1929

Legal Domicile

Principal Officer

Cathy Jo Smith

Phone

3102085474

Tax Period

2023-07-01 to 2024-06-30

Alpha Chi of Alpha Delta Pi Inc, founded in 1929, is a small nonprofit that reported $815K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $905K exceeded revenue, resulting in a 11% operating deficit.

Mission

Holding title to local chapter of college sorority providing room and board, meeting facilities, and social activities for members only.

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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 $801,546

Program Service Revenue $0

Investment Income $13,653

Other Revenue $0

TOTAL REVENUE $815,199

Expense Breakdown

Grants Paid $0

Salaries & Benefits $185,980

Fundraising Expenses $0

Program Expenses $905,368

Other Expenses $719,388

TOTAL EXPENSES $905,368

Year-over-Year Comparison

	2023	2022	Change
Revenue	$815,199	$708,208	+0.2%
Expenses	$905,368	$659,904	+0.4%
Net Income	$-90,169	$48,304	-2.9%

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

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
Cathy Jo Smith	President	2.00	Officer	$0	$0	$0
Christine Ashby	Treasurer	2.00	Officer	$0	$0	$0
Michelle Galey	Secretary	2.00	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	$815,199	$905,368	$1,273,160	$-90,169
2023	$708,208	$659,904	$1,376,525	$48,304
2022	$644,780	$524,238	$1,345,635	$120,542
2021	$104,014	$191,690	$1,198,203	$-87,676

Alpha Chi of Alpha Delta Pi Inc