Alpha Epsilon Phi Epsilon Epsilon … - Form 990 Financial Data

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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

1957

Legal Domicile

Phone

8123368550

Tax Period

2023-08-01 to 2024-06-30

Alpha Epsilon Phi Epsilon Epsilon Chapter, founded in 1957, is a small nonprofit in the Education sector that reported $162K in total revenue in fiscal year 2023. Revenue fell 87% from the prior year — a significant decline worth monitoring. Expenses of $195K exceeded revenue, resulting in a 21% operating deficit.

Mission

TO PROVIDE EDUCATIONAL, LEADERSHIP, AND SOCIAL ACTIVITIES TO ACTIVE MEMBERS ATTENDING INDIANA UNIVERSITY.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

Provided educational, leadership, and social activities to active student members attending Indiana University.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $161,954

Investment Income $6

Other Revenue $0

TOTAL REVENUE $161,960

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $195,216

TOTAL EXPENSES $195,216

Year-over-Year Comparison

	2023	2022	Change
Revenue	$161,960	$1,217,924	-0.9%
Expenses	$195,216	$1,083,384	-0.8%
Net Income	$-33,256	$134,540	-1.2%

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

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
N/A	President	1.0	Officer Director	$0	$0	$0
N/A	VP of Finance	1.0	Director	$0	$0	$0
N/A	VP of Philanthropy	1.0	Director	$0	$0	$0
N/A	VP of Recruitment	1.0	Director	$0	$0	$0
N/A	VP of Programming	1.0	Director	$0	$0	$0
N/A	VP of Operations	1.0	Director	$0	$0	$0
N/A	VP of Standards	1.0	Director	$0	$0	$0
N/A	VP of New Member Education	1.0	Director	$0	$0	$0
N/A	VP of External Social	1.0	Director	$0	$0	$0
N/A	VP of Risk Management	1.0	Director	$0	$0	$0
N/A	VP of Recruitment	1.0	Director	$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	$161,960	$195,216	$91,902	$-33,256
2023	$1,217,924	$1,083,384	$127,109	$134,540
2022	$965,863	$961,869	$730,746	$3,994
2021	$807,892	$890,215	$489,336	$-82,323
2020	$1,065,405	$1,064,771	$673,640	$634
2019	$1,157,093	$1,156,817	$913,155	$276

Alpha Epsilon Phi Epsilon Epsilon Chapter