ALPHA EPSILON PI FRATERNITY MU TAU CHAPTER (EIN 043126468) - 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

1950

Legal Domicile

Principal Officer

KEVIN JAMES

Phone

6172473170

Tax Period

2019-06-01 to 2020-05-31

ALPHA EPSILON PI FRATERNITY MU TAU CHAPTER, founded in 1950, is a micro nonprofit that reported $55K in total revenue in fiscal year 2019. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $103K exceeded revenue, resulting in a 86% operating deficit.

Mission

FRATERNAL ORGANIZATION

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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 (2019)

Revenue Breakdown

Contributions & Grants $55,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $55,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $93,320

Other Expenses $102,555

TOTAL EXPENSES $102,555

Year-over-Year Comparison

	2019	2018	Change
Revenue	$55,000	$115,000	-0.5%
Expenses	$102,555	$127,995	-0.2%
Net Income	$-47,555	$-12,995	+2.7%

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

N/A

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
BENJAMIN BARTSCHI	PRESIDENT	10.00	Officer	$0	$0	$0
STEVEN ACEVEDO COLON	VICE PRESIDENT	10.00	Officer	$0	$0	$0
KEVIN JAMES	TREASURER	10.00	Officer	$0	$0	$0
MORGAN MAYBORNE	SECRETARY	10.00	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
2020	$55,000	$102,555	No data	$-47,555
2019	$115,000	$127,995	$47,555	$-12,995
2018	$154,950	$151,304	$60,550	$3,646

ALPHA EPSILON PI FRATERNITY MU TAU CHAPTER