ZETA PSI FRATERNITY INC (EIN 131496630) - 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

1966

Legal Domicile

Principal Officer

SPENCER LONG

Phone

8457351847

Tax Period

2024-06-01 to 2025-05-31

ZETA PSI FRATERNITY INC, founded in 1966, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 47% from the prior year, signaling strong growth momentum. Expenses of $1.8M exceeded revenue, resulting in a 23% operating deficit.

Mission

ZETA PSI FRATERNITY, INC. IS A NOT FOR PROFIT CORPORATION, FOUNDED IN 1847, AND INCORPORATED IN 1966. THE FRATERNITY IS GOVERNED BY A VOLUNTEER EXECUTIVE COMMITTEE WHOSE MISSION IS TO PROVIDE SUPPORT FOR FRATERNITY CHAPTERS AND MEMBERS. AS OF THIS YEAR END, THERE ARE APPROXIMATELY 2,000 UNDERGRADUATE MEMBERS AND 40,000 ALUMNI MEMBERS. THERE ARE CURRENTLY 52 ACTIVE UNDERGRADUATE CHAPTERS, IN EIGHT COUNTRIES, ON THREE CONTINENTS.

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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 $564,627

Program Service Revenue $860,177

Investment Income $19,068

Other Revenue $34,456

TOTAL REVENUE $1,478,328

Expense Breakdown

Grants Paid $36,310

Salaries & Benefits $336,931

Fundraising Expenses $0

Other Expenses $1,447,824

TOTAL EXPENSES $1,821,065

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,478,328	$1,002,958	+0.5%
Expenses	$1,821,065	$1,317,103	+0.4%
Net Income	$-342,737	$-314,145	+0.1%

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

800

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

$259,231

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES DONALD	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN SPOHN	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
JARED SUNSHINE	SECRETARY	3.00	Officer Director	$0	$0	$0
ROBERT EDGMON	TREASURER	3.00	Officer Director	$0	$0	$0
ALEX SHARIF	CORRESPONDING SECRETARY	1.00	Officer Director	$0	$0	$0
ALEX PRUCE	HISTORIAN	1.00	Officer Director	$0	$0	$0
ALAN PHIPPS	SEARGANT AT ARMS	1.00	Officer Director	$0	$0	$0
CONOR BENNETT	MEMBER AT LARGE	1.00	Director	$0	$0	$0
MAURICE DUCOING	MEMBER AT LARGE	1.00	Director	$0	$0	$0
TOM KHERKHER	MEMBER AT LARGE	1.00	Director	$0	$0	$0
EVAN DOYLE	MEMBER AT LARGE	1.00	Director	$0	$0	$0
PETER WIJNBERGEN	MEMBER AT LARGE	1.00	Director	$0	$0	$0
M LAUCK WALTON	EXECUTIVE DIRECTOR EMERITU	40.00	Officer	$126,000	$5,040	$131,040
TYLER BOISVERT	EXECUTIVE DIRECTOR	40.00	Officer	$123,261	$4,930	$128,191

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	$1,478,328	$1,821,065	$518,710	$-342,737
2024	$1,002,958	$1,317,103	$676,753	$-314,145
2023	$1,103,861	$1,284,162	$681,595	$-180,301
2022	$844,211	$1,087,211	$650,645	$-243,000
2021	$859,417	$889,383	$567,186	$-29,966
2020	$1,025,845	$1,073,265	$471,969	$-47,420
2019	$923,188	$986,375	$776,301	$-63,187
2018	$811,845	$870,945	$634,261	$-59,100

ZETA PSI FRATERNITY INC