Alumni Association of tEP Inc (EIN 161686778) - 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

2003

Legal Domicile

Principal Officer

Jennifer Steele

Phone

3523542652

Tax Period

2024-01-01 to 2024-12-31

Alumni Association of tEP Inc, founded in 2003, is a micro nonprofit that reported $21K in total revenue in fiscal year 2024. Revenue fell 81% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $14K, a strong 64% operating margin.

Mission

OUR MISSION IS TO PROVIDE ADVICE AND ASSISTANCE TO CURRENT UNDERGRADUATE MEMBERS OF TAU EPSILON PHI, XI CHAPTER,IN MAINTAINING THEIR HOUSE BOTH SOCIALLY AND PHYSICALLY, AND TO SERVE AS A LIAISON BETWEEN THE FRATERNITY AND THE MASSACHUSETTS INSTITUTE OF TECHNOLOGY.

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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 $64,865

Program Service Revenue $0

Investment Income $2,035

Other Revenue $-45,432

TOTAL REVENUE $21,468

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $7,751

TOTAL EXPENSES $7,751

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,468	$113,477	-0.8%
Expenses	$7,751	$4,439	+0.7%
Net Income	$13,717	$109,038	-0.9%

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

N/A

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
Sara Sinback	Director	2.0	Director	$0	$0	$0
Jabari King	Director	2.0	Director	$0	$0	$0
Andrew W Sudbury	Director	2.0	Director	$0	$0	$0
Nicholas Elias Matsakis	Director	2.0	Director	$0	$0	$0
Adam Ganderson	Director	2.0	Director	$0	$0	$0
Carl David Gruesz	President	2.0	Officer	$0	$0	$0
Jennifer Steele	Treasurer	2.0	Officer	$0	$0	$0
Sarah Simmons-Hoffmann	Vice President	2.0	Officer	$0	$0	$0
Shervin Fatehi	Clerk	2.0	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
2024	$21,468	$7,751	$660,917	$13,717
2023	$113,477	$4,439	$677,928	$109,038
2022	$63,980	$10,009	$583,587	$53,971
2021	$102,350	$7,881	$568,827	$94,469

Alumni Association of tEP Inc