ALPHA EPSILON PHI SORORITY INC (EIN 251072670) - 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

1909

Legal Domicile

Principal Officer

BONNIE WUNSCH

Phone

2037480029

Tax Period

2022-08-01 to 2023-07-31

ALPHA EPSILON PHI SORORITY INC, founded in 1909, is a small nonprofit in the Education sector that reported $974K in total revenue in fiscal year 2022. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $1.4M exceeded revenue, resulting in a 41% operating deficit.

Mission

TO INSPIRE AND SUPPORT EXEMPLARY WOMEN BY PROVIDING LEADERSHIP DEVELOPMENT, COMMUNITY INVOLVEMENT OPPORTUNITIES, NATIONAL TRAINING PROGRAMS, AND THROUGH THE DEVELOPMENT OF EDUCATIONAL MATERIALS AND RESOURCES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $82,000

Program Service Revenue $825,293

Investment Income $-59,632

Other Revenue $126,183

TOTAL REVENUE $973,844

Expense Breakdown

Grants Paid $0

Salaries & Benefits $301,653

Fundraising Expenses $0

Other Expenses $1,067,784

TOTAL EXPENSES $1,369,437

Year-over-Year Comparison

	2022	2021	Change
Revenue	$973,844	$887,354	+0.1%
Expenses	$1,369,437	$851,267	+0.6%
Net Income	$-395,593	$36,087	-12.0%

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

N/A

Employees

Volunteers

110

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

$96,380

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BONNIE WUNSCH	EXECUTIVE DI	N/A	Officer	$96,380	$0	$96,380
SHANNON COHEN BENSON	VP - GROWTH	N/A	Director	$0	$0	$0
DENISE LAWRENCE CREVIN	VP - MEMBERS	N/A	Director	$0	$0	$0
JENNIFER WERGER FELDMAN	VP - OPERATI	N/A	Director	$0	$0	$0
MARY SOWDER LAKES	VP - ALUMNAE	N/A	Director	$0	$0	$0
LISA SPECTOR MILLER	VP VOLUNTEER	N/A	Director	$0	$0	$0
MARIANNE RESSLAR LANGNER	VP - FINANCE	N/A	Officer	$0	$0	$0
SHARON BLOCK RAPHAEL	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
2024	No data	No data	No data	No data
2023	$973,844	$1,369,437	$1,522,536	$-395,593
2022	$887,354	$851,267	$1,660,165	$36,087
2021	$935,849	$691,227	$1,675,626	$244,622
2020	$958,560	$953,532	$1,342,317	$5,028
2019	$1,114,534	$1,236,891	$1,315,799	$-122,357
2018	$1,072,075	$1,062,105	$1,430,557	$9,970

ALPHA EPSILON PHI SORORITY INC