ALPHA XI DELTA FRATERNITY EPSILON … - Form 990 Financial Data

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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

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

THE MISSION OF ALPHA XI DELTA FRATERNITY IS TO ENRICH THE LIFE OF EVERY ALPHA XI DELTA. WE WILL NURTURE UNITY AND COOPERATION, FOSTER INTELLECTUAL, PROFESSIONAL AND PERSONAL GROWTH, EXEMPLIFY THE HIGHEST ETHICAL CONDUCT, INSTILL COMMUNITY RESPONSIBILITY, PERPETUATE FRATERNAL GROWTH.

Program Service Accomplishments

Program 1

PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS.

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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 $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

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
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

ALPHA XI DELTA FRATERNITY EPSILON PSI CHAPTER