ALPHA EPSILON PHI SIGMA CHAPTER

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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

2008

Legal Domicile

Principal Officer

CARLY GOETZ

Phone

3015201197

Tax Period

2024-08-01 to 2025-07-31

ALPHA EPSILON PHI SIGMA CHAPTER, founded in 2008, is a small nonprofit that reported $207K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum.

Mission

CORPORATION IS ORGANIZED AND OPERATED EXCLUSIVELY TO DEVELOP, ESTABLISH, FOSTER, AND MAINTAIN SISTERHOOD AND SOCIAL INTERACTIONS WITHIN AND AMONG ITS MEMBERS

Program Service Accomplishments

Program 1

Expenses: $205,986

CORPORATION IS ORGANIZED AND OPERATED ECLUSIVELY TO DEVELOP, ESTABLISH, FOSTER, AND MAINTAIN, SISTERHOOD AND SOCIAL INTERACTIONS WITHIN AND AMONG 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 $0

Program Service Revenue $206,705

Investment Income $0

Other Revenue $0

TOTAL REVENUE $206,705

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $205,986

Other Expenses $205,986

TOTAL EXPENSES $205,986

Year-over-Year Comparison

	2024	2023	Change
Revenue	$206,705	$155,087	+0.3%
Expenses	$205,986	$154,508	+0.3%
Net Income	$719	$579	+0.2%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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	Role	Reportable Comp	Other Comp	Total
EMERSON CROW	PRESIDENT	Officer	$0	$0	$0
ABBY MAHR	VICE PRESIDENT	Officer	$0	$0	$0
CARLY GOETZ	TREASURER	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	$206,705	$205,986	$53,662	$719
2024	$155,087	$154,508	$33,046	$579
2023	$171,423	$171,050	$28,557	$373
2022	$197,229	$208,517	$75,666	$-11,288
2021	$73,355	$73,378	$37,399	$-23
2020	$153,920	$152,240	$37,452	$1,680