Alpha Epsilon Phi Foundation (EIN 256067372) - 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

1959

Legal Domicile

Principal Officer

Lisa Raymond

Phone

3175368344

Tax Period

2024-01-01 to 2024-12-31

Alpha Epsilon Phi Foundation, founded in 1959, is a micro nonprofit in the Education sector that reported $35K in total revenue in fiscal year 2024. Revenue fell 91% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $22K, a strong 63% operating margin.

Mission

Support leadership development, programming, and to provide ongoing support for Alpha Epsilon Phi Sorority and its 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 $34,887

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $34,887

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,911

Other Expenses $12,756

TOTAL EXPENSES $12,756

Year-over-Year Comparison

	2024	2023	Change
Revenue	$34,887	$377,311	-0.9%
Expenses	$12,756	$187,788	-0.9%
Net Income	$22,131	$189,523	-0.9%

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	Reportable Comp	Other Comp	Total
Jamie Gray Light	President	1.00	$0	$0	$0
Lisa Raymond	Treasurer	1.00	$0	$0	$0
Joan Rufo Goldstein	Secretary	1.00	$0	$0	$0
Lauren Shapiro Ford	VP Scholarships	1.00	$0	$0	$0
Jessica Kort	VP Programs	1.00	$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	$34,887	$12,756	$1,760,960	$22,131
2023	$377,311	$187,788	$1,739,529	$189,523
2022	$220,434	$121,443	$1,550,006	$98,991
2021	$292,457	$226,871	$1,675,258	$65,586
2020	$155,330	$124,017	$1,453,394	$31,313
2019	$176,529	$132,220	$1,313,461	$44,309
2018	$162,682	$139,574	$1,121,106	$23,108

Alpha Epsilon Phi Foundation