EPSILON EDUCATIONAL ENDOWMENT (EIN 237010656) - 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

1968

Legal Domicile

Principal Officer

Steven Starnes

Phone

6168024462

Tax Period

2024-05-01 to 2025-04-30

EPSILON EDUCATIONAL ENDOWMENT, founded in 1968, is a small nonprofit in the Education sector that reported $246K in total revenue in fiscal year 2024. Revenue surged 90% from the prior year, signaling strong growth momentum. The organization ran a surplus of $206K, a strong 84% operating margin.

Mission

Scholarships and educational support provided for members of Chi Psi Fraternity at the University of Michigan

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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 $222,113

Program Service Revenue $0

Investment Income $24,086

Other Revenue $0

TOTAL REVENUE $246,199

Expense Breakdown

Grants Paid $32,200

Salaries & Benefits $0

Fundraising Expenses $7,787

Program Expenses $32,200

Other Expenses $20

TOTAL EXPENSES $40,007

Year-over-Year Comparison

	2024	2023	Change
Revenue	$246,199	$129,785	+0.9%
Expenses	$40,007	$37,748	+0.1%
Net Income	$206,192	$92,037	+1.2%

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
Chris Laus	President	1	Officer	$0	$0	$0
Steven Starnes	Treasurer	1	Officer	$0	$0	$0
Andrew McQuarrie	Secretary	1	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
2025	$246,199	$40,007	$960,506	$206,192
2024	$129,785	$37,748	$723,043	$92,037
2023	$46,137	$63,243	$625,179	$-17,106
2022	$1,025,996	$350,334	$667,164	$675,662
2019	$2,857	$395	$49,378	$2,462

EPSILON EDUCATIONAL ENDOWMENT