BETA OF EPSILON PSI EPSILON ALUMNI ASSN INC (EIN 237326262) - 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

1938

Legal Domicile

Principal Officer

Keith Basinger

Phone

9386896990

Tax Period

2024-09-01 to 2025-08-31

BETA OF EPSILON PSI EPSILON ALUMNI ASSN INC, founded in 1938, is a micro nonprofit in the Education sector that reported $39K in total revenue in fiscal year 2024. Expenses of $57K exceeded revenue, resulting in a 48% operating deficit.

Mission

The purpose of this association shall be to acquire, finance and maintain a chapter house for the use of the active membership of Beta Chapter of Epsilon Psi Epsilon 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $21,727

Program Service Revenue $0

Investment Income $251

Other Revenue $16,766

TOTAL REVENUE $38,744

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $57,234

TOTAL EXPENSES $57,234

Year-over-Year Comparison

	2024	2023	Change
Revenue	$38,744	$37,831	+0.0%
Expenses	$57,234	$3,214	+16.8%
Net Income	$-18,490	$34,617	-1.5%

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
Ann Morrison	Board Member	0.1	Director	$0	$0	$0
Bill Kegerize	Board Member	0.1	Director	$0	$0	$0
Eriq Hall	Board Member	0.1	Director	$0	$0	$0
Libby Lemos	Board Member	0.1	Director	$0	$0	$0
Poonam Panda	Board Member	0.1	Director	$0	$0	$0
Zach Coates	Board Member	0.1	Director	$0	$0	$0
John Novak	Board Member	0.1	Director	$0	$0	$0
Drew Casey	Board Member	0.1	Director	$0	$0	$0
Donald Mutti	Board Member	0.1	Director	$0	$0	$0
Vince Driggs	President	0.5	Director	$0	$0	$0
Keith Basinger	Treasurer	0.5	Director	$0	$0	$0
David Bejot	Immediate Past President	0.1	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
2025	$38,744	$57,234	$89,544	$-18,490
2024	$37,831	$3,214	$108,322	$34,617

BETA OF EPSILON PSI EPSILON ALUMNI ASSN INC