TAU KAPPA EPSILON FRATERNITY INC (EIN 346608063) - 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

1949

Legal Domicile

Principal Officer

LEE STACEY

Phone

3308198408

Tax Period

2020-07-01 to 2021-06-30

TAU KAPPA EPSILON FRATERNITY INC, founded in 1949, is a small nonprofit in the Education sector that reported $146K in total revenue in fiscal year 2020. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $126K left a modest 14% surplus.

Mission

FRATERNAL ORGANIZATION FOR UNDERGRAD UNIVERSITY STUDENTS

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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 (2020)

Revenue Breakdown

Contributions & Grants $50,300

Program Service Revenue $0

Investment Income $0

Other Revenue $96,045

TOTAL REVENUE $146,345

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $125,741

TOTAL EXPENSES $125,741

Year-over-Year Comparison

	2020	2019	Change
Revenue	$146,345	$119,966	+0.2%
Expenses	$125,741	$91,889	+0.4%
Net Income	$20,604	$28,077	-0.3%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES LAWRENCE	PRESIDENT	004.00	Officer	$0	$0	$0
LEE STACY	VP/TREASURER	004.00	Officer	$0	$0	$0
MATTHEW PREVITS	SECRETARY	004.00	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
2021	$146,345	$125,741	$554,193	$20,604
2020	$119,966	$91,889	$556,459	$28,077

TAU KAPPA EPSILON FRATERNITY INC