ALPHA EPSILON PI FOUNDATION (EIN 136141078) - 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

1945

Legal Domicile

Principal Officer

ROB DERDIGER

Phone

3178761913

Tax Period

2024-06-01 to 2025-05-31

ALPHA EPSILON PI FOUNDATION, founded in 1945, is a community nonprofit in the Education sector that reported $3.4M in total revenue in fiscal year 2024. Expenses of $3.3M left a modest 5% surplus.

Mission

TO PROMOTE THE IDEALS AND VALUES OF THE ALPHA EPSILON PI FRATERNITY THROUGH LEADERSHIP DEVELOPMENT, TO PARTNER WITH EDUCATIONAL AND JEWISH COMMUNAL ORGANIZATIONS, TO PROVIDE SCHOLARSHIPS, FINANCIAL SUPPORT AND PROGRAMMING FOR THE BETTERMENT OF OUR BROTHERS AND OUR COMMUNITY.

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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 $2,659,376

Program Service Revenue $159,827

Investment Income $579,263

Other Revenue $11,581

TOTAL REVENUE $3,410,047

Expense Breakdown

Grants Paid $1,961,740

Salaries & Benefits $651,576

Fundraising Expenses $244,703

Program Expenses $2,475,936

Other Expenses $638,059

TOTAL EXPENSES $3,251,375

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,410,047	$3,381,061	+0.0%
Expenses	$3,251,375	$2,825,386	+0.2%
Net Income	$158,672	$555,675	-0.7%

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

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

$560,302

Total Directors

$231,637

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL HAYS CHAIRMAN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
FREDERIC FOX VICE CHAIRMAN	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
MARK KARNO TREASURER	TREASURER	1.00	Officer Director	$0	$0	$0
JAY FELDMAN	SECRETARY	40.00	Officer Director	$202,313	$29,324	$231,637
MICHAEL ANTIN	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN BANNER	DIRECTOR	1.00	Director	$0	$0	$0
IAN BERKOWITZ	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT BISHOP	DIRECTOR	1.00	Director	$0	$0	$0
JOSH BORENSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
BARRY BURAK	DIRECTOR	1.00	Director	$0	$0	$0
GREGG DARISH	DIRECTOR	1.00	Director	$0	$0	$0
ERIC FARBMAN	DIRECTOR	1.00	Director	$0	$0	$0
ARI FLECHNER	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD FRANKOFF	DIRECTOR	1.00	Director	$0	$0	$0
JERRY HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN ISENBERG	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN KASOFF	DIRECTOR	1.00	Director	$0	$0	$0
NEIL KATZ	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL LEVEN	DIRECTOR	1.00	Director	$0	$0	$0
BARRY LEVIN	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD LORBER	DIRECTOR	1.00	Director	$0	$0	$0
MITCH MARKEL	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN MERMELSHTEIN	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
BILL RUSITZKY	DIRECTOR	1.00	Director	$0	$0	$0
ARI RYAN	DIRECTOR	1.00	Director	$0	$0	$0
HARRY SALZMAN	DIRECTOR	1.00	Director	$0	$0	$0
A EDWARD SCHERER	DIRECTOR	1.00	Director	$0	$0	$0
MARK SCHIFF	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY SCHILLER	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN SLASS	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD STEIN	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD STETZER	DIRECTOR	1.00	Director	$0	$0	$0
ROGER TERRONE	DIRECTOR	1.00	Director	$0	$0	$0
BOB TESSLER	DIRECTOR	1.00	Director	$0	$0	$0
HY VAUPEN	DIRECTOR	1.00	Director	$0	$0	$0
MARTY WEINBERG	DIRECTOR	1.00	Director	$0	$0	$0
NEIL WEISS	DIRECTOR	1.00	Director	$0	$0	$0
AARON WEITMAN	DIRECTOR	1.00	Director	$0	$0	$0
SHAYNA GOODMAN	ACCOUNTING DIRECTOR	40.00	Officer	$50,851	$5,372	$56,223
ROB DERDIGER	CEO	5.00	Officer	$0	$15,480	$272,442

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	$3,410,047	$3,251,375	$6,110,532	$158,672
2024	$3,381,061	$2,825,386	$5,887,945	$555,675
2023	$2,612,131	$2,594,154	$5,001,158	$17,977
2022	$2,607,637	$2,155,436	$4,876,648	$452,201
2021	$1,923,138	$2,014,403	$4,623,972	$-91,265
2020	$3,599,725	$2,631,330	$4,653,725	$968,395
2019	$2,294,746	$2,765,693	$4,044,783	$-470,947
2018	$2,019,810	$3,346,449	$4,297,887	$-1,326,639

ALPHA EPSILON PI FOUNDATION