ALPHA EPSILON PHI SORORITY INC

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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

2024-08-01 to 2025-07-31

ALPHA EPSILON PHI SORORITY INC, founded in 1909, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. Expenses of $1.5M exceeded revenue, resulting in a 13% 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.

Program Service Accomplishments

Program 1

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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 $25,000

Program Service Revenue $1,150,777

Investment Income $21,392

Other Revenue $127,228

TOTAL REVENUE $1,324,397

Expense Breakdown

Grants Paid $0

Salaries & Benefits $368,230

Fundraising Expenses $0

Other Expenses $1,134,779

TOTAL EXPENSES $1,503,009

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,324,397	$933,445	+0.4%
Expenses	$1,503,009	$1,010,530	+0.5%
Net Income	$-178,612	$-77,085	+1.3%

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

175

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

$100,048

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BONNIE WUNSCH	EXECUTIVE DI	40.00	Officer	$100,048	$0	$100,048
SHANNON COHEN BENSON	VP - OPERATI	5.00	Director	$0	$0	$0
DENISE LAWRENCE CREVIN	VP - MEMBERS	5.00	Director	$0	$0	$0
MARY SOWDER LAKES	VP - ALUMNAE	N/A	Director	$0	$0	$0
ABIGAIL ROSS	VP - GROWTH	5.00	Director	$0	$0	$0
ALISON WITTELS	VP VOLUNTEER	5.00	Director	$0	$0	$0
JENNIFER WERGER FELDMAN	PRESIDENT	5.00	Officer	$0	$0	$0
MARIANNE RESSLAR LANGNER	VP - FINANCE	5.00	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	$1,324,397	$1,503,009	$1,325,431	$-178,612
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