ALPHA EPSILON PI - BETA CHAPTER (EIN 161134405) - 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

1917

Legal Domicile

Principal Officer

JAY SIROT

Phone

8456425652

Tax Period

2017-07-01 to 2018-06-30

ALPHA EPSILON PI - BETA CHAPTER, founded in 1917, is a small nonprofit that reported $115K in total revenue in fiscal year 2017. Expenses of $99K left a modest 14% surplus.

Mission

TO PROVIDE OPPORTUNITIES FOR JEWISH MEN SEEKING THE BEST POSSIBLE COLLEGE AND FRATERNITY EXPERIENCE. WE HAVE MAINTAINED THE INTEGRITY OF OUR PURPOSE BY STRENGTHENING OUR TIES TO THE JEWISH COMMUNITY AND SERVING AS A LINK BETWEEN HIGH SCHOOL AND CAREER. ALPHA EPSILON PI DEVELOPS LEADERSHIP FOR THE NORTH AMERICAN JEWISH COMMUNITY AT A CRITICAL TIME IN A YOUNG MAN'S LIFE. ALPHA EPSILON PI'S ROLE IS TO ENCOURAGE THE JEWISH STUDENT TO REMAIN DEDICATED TO JEWISH IDEALS, VALUES, AND ETHICS AND TO PREPARE THE STUDENT TO BE ONE OF TOMORROW'S LEADERS SO THAT HE MAY HELP HIMSELF, HIS FAMILY, HIS COMMUNITY, AND HIS PEOPLE.

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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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $114,587

Investment Income $0

Other Revenue $0

TOTAL REVENUE $114,587

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,443

Fundraising Expenses $0

Other Expenses $90,544

TOTAL EXPENSES $98,987

Year-over-Year Comparison

	2017	2016	Change
Revenue	$114,587	$115,547	0.0%
Expenses	$98,987	$126,938	-0.2%
Net Income	$15,600	$-11,391	-2.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAY SIROT	PRESIDENT	10.00	Officer Director	$0	$0	$0
ANDY ZHOU	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
ETHAN COHEN	SECRETARY	10.00	Officer Director	$0	$0	$0
EMIL KUNKIN	TREASURER	10.00	Officer Director	$0	$0	$0
JOSHUA LEDERMAN	DIRECTOR	10.00	Director	$0	$0	$0
MATTHEW SNYDER	DIRECTOR	10.00	Director	$0	$0	$0
JEREMY MARCHUCK	DIRECTOR	10.00	Director	$0	$0	$0
ROBERT MANDEL	DIRECTOR	10.00	Director	$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
2018	$114,587	$98,987	$20,000	$15,600

ALPHA EPSILON PI - BETA CHAPTER