ZETA-PI ZETA OF LAMBDA CHI ALPHA INCORPORATED

EIN: 237107402 501(c)(3) Human Services

SAN DIEGO, CA

Total Revenue
$40,398
Total Expenses
$46,424
Total Assets
$753,879
Net Assets
$753,879
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1955
Legal Domicile
CA
Principal Officer
CRAIG STEVENS
Phone
8585869400
Tax Period
2022-01-01 to 2022-12-31

ZETA-PI ZETA OF LAMBDA CHI ALPHA INCORPORATED, founded in 1955, is a micro nonprofit in the Human Services sector that reported $40K in total revenue in fiscal year 2022. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $46K exceeded revenue, resulting in a 15% operating deficit.

Mission

MISSION - TO INSPIRE AND EQUIP MEN TO LEAD AN ETHICAL LIFE OF GROWTH, SERVICE AND LEADERSHIP. . VISION - TO PROVIDE A UNIQUE PLATFORM THAT HELPS MEN WHO WANT TO SERVE, LEAD, AND MAKE A POSITIVE IMPACT ON THEMSELVES AND SOCIETY; ONLY ACCOMPLISHED THROUGH THE INTENTIONAL, MEANINGFUL EXPERIENCES THAT ARE UNLIKE ANY OTHER ORGANIZATION ON CAMPUS. . PURPOSE - THE SPECIFIC PURPOSE OF THIS CORPORATION SHALL BE TO PROVIDE LAMBDA CHI ALPHA FRATERNITY MEMBERS, ALUMNI, AND OTHERS THE INFRASTRUCTURE AND RESOURCES TO CARRY ON THOSE CHARITABLE AND EDUCATIONAL ACTIVITIES THESE PERSONS IDENTIFY ON OR AROUND THEIR CAMPUSES OR IN THEIR COMMUNITIES AND OTHER CHARITABLE AND EDUCATIONAL ACTIVITIES ASSOCIATED WITH THIS GOAL AS ALLOWED BY LAW.

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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 (2022)

Revenue Breakdown

Contributions & Grants $100
Program Service Revenue $0
Investment Income $40,298
Other Revenue $0
TOTAL REVENUE $40,398

Expense Breakdown

Grants Paid $5,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $35,647
Other Expenses $41,424
TOTAL EXPENSES $46,424

Year-over-Year Comparison

2022 2021 Change
Revenue $40,398 $65,402 -0.4%
Expenses $46,424 $30,169 +0.5%
Net Income $-6,026 $35,233 -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

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Governance

Voting Members
5
Independent Members
N/A
Employees
N/A
Volunteers
5

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
3
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN E GRANT CFO/TREASURE N/A
Officer Director
$0 $0 $0
CLAUDE HOOTON BOARD MEMBER N/A
Director
$0 $0 $0
RICK LEPIRE BOARD MEMBER N/A
Director
$0 $0 $0
MICHAEL POWELL SECRETARY N/A
Officer Director
$0 $0 $0
CRAIG STEVENS PRESIDENT/CE N/A
Officer 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
2022 $40,398 $46,424 $753,879 $-6,026
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