TAU EPSILON PHI FRATERNITY (EIN 131368460) - 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

1910

Legal Domicile

Principal Officer

TIMOTHY SMITH

Phone

5185052010

Tax Period

2024-06-01 to 2025-05-31

TAU EPSILON PHI FRATERNITY, founded in 1910, is a small nonprofit that reported $684K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $582K left a modest 15% surplus.

Mission

TAU EPSILON PHI IS A NATIONAL MEN'S FRATERNITY FOUNDED ON THE PRINCIPLES OF FRIENDSHIP, CHIVALRY AND SERVICE.

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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 $5,386

Program Service Revenue $655,609

Investment Income $19,196

Other Revenue $3,502

TOTAL REVENUE $683,693

Expense Breakdown

Grants Paid $1,732

Salaries & Benefits $233,430

Fundraising Expenses $0

Other Expenses $346,862

TOTAL EXPENSES $582,024

Year-over-Year Comparison

	2024	2023	Change
Revenue	$683,693	$563,663	+0.2%
Expenses	$582,024	$530,613	+0.1%
Net Income	$101,669	$33,050	+2.1%

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

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

$100,422

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JR BENNING	CONSUL / PRESIDENT	5.00	Officer Director	$0	$0	$0
MARK GARDNER	1ST VICE CONSUL / VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JOEL KANTER	2ND VICE CONSUL / VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK ABRAMSON	QUAESTOR / TREASURER	3.00	Officer Director	$0	$0	$0
JONATHAN WOLF	TRIBUNE / SECRETARY	3.00	Officer Director	$0	$0	$0
BRIAN DEYO	VICE CONSUL FOR UNDERGRADU	5.00	Officer Director	$0	$0	$0
DONALD ANSPAUCH	IMMEDIATE PAST CONSUL / PAST PRESIDENT	1.00	Director	$0	$0	$0
MATTHEW BARWELL	DIRECTOR	1.00	Director	$0	$0	$0
LARRY FELDMAN	DIRECTOR	1.00	Director	$0	$0	$0
MARTY LACOFF	DIRECTOR	1.00	Director	$0	$0	$0
DEAN MALIK	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN SPIVAK	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY SMITH	EXECUTIVE DIRECTOR	40.00	Officer	$95,640	$4,782	$100,422

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	$683,693	$582,024	$695,787	$101,669
2024	$563,663	$530,613	$581,008	$33,050
2023	$409,155	$492,620	$539,300	$-83,465
2022	$364,350	$466,511	$588,866	$-102,161
2021	$251,983	$422,547	$774,419	$-170,564
2020	$313,507	$386,637	$887,527	$-73,130

TAU EPSILON PHI FRATERNITY