ALPHA XI DELTA FRATERNITY EPSILON PSI CHAPTER

EIN: 237073892

INDIANAPOLIS, IN

Total Revenue
$208,729
Total Expenses
$208,811
Total Assets
$4,622
Net Assets
$4,622
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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
ID
Principal Officer
ADELINE CHARTON
Phone
5033676995
Tax Period
2024-06-01 to 2025-05-31

ALPHA XI DELTA FRATERNITY EPSILON PSI CHAPTER, founded in 2003, is a small nonprofit that reported $209K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

LOCAL CHAPTER OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $203,742
Investment Income $0
Other Revenue $4,987
TOTAL REVENUE $208,729

Expense Breakdown

Grants Paid $12,290
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $196,521
TOTAL EXPENSES $208,811

Year-over-Year Comparison

2024 2023 Change
Revenue $208,729 $183,541 +0.1%
Expenses $208,811 $202,050 +0.0%
Net Income $-82 $-18,509 -1.0%
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

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Governance

Voting Members
8
Independent Members
8
Employees
N/A
Volunteers
8

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
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ADELINE CHARTON FINANCE & OP N/A
Officer
$0 $0 $0
JOCELYN LEMANSKI CHAPTER LIFE N/A
Officer
$0 $0 $0
BROOKE MCCORMICK MEMBERSHIP V N/A
Officer
$0 $0 $0
SHAWNA SARTWELL PRESIDENT N/A
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 $208,729 $208,811 $4,622 $-82
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