ALPHA EPSILON OF PHI KAPPA SIGMA (EIN 362518603) - 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

1898

Legal Domicile

Principal Officer

RONAN SCHNEIDER

Phone

7086554578

Tax Period

2024-07-01 to 2025-06-30

ALPHA EPSILON OF PHI KAPPA SIGMA, founded in 1898, is a small nonprofit that reported $173K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $158K left a modest 9% surplus.

Mission

OUR PRIMARY EXEMPT PURPOSE IS THE PROMOTION OF GOOD FELLOWSHIP AND THE CULTIVATION OF THE SOCIAL VIRTUES AMONG OUR 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 $172,923

Investment Income $2

Other Revenue $0

TOTAL REVENUE $172,925

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,000

Fundraising Expenses $0

Other Expenses $155,719

TOTAL EXPENSES $157,719

Year-over-Year Comparison

	2024	2023	Change
Revenue	$172,925	$153,250	+0.1%
Expenses	$157,719	$205,078	-0.2%
Net Income	$15,206	$-51,828	-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

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

$1,000

Total Directors

$1,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RONALD KENYERI	EDUCATOR & RITUALIST , PRESIDENT	1.00	Officer Director	$0	$0	$0
KYLE GRANT	VICE PRESIDENT (TERM EXP 11/21/24)	1.00	Officer Director	$0	$0	$0
DYLAN FIGUEREDO	TREASURER, SECRETARY	1.00	Officer Director	$0	$0	$0
MANOJ VISWANATHAN	TREASURER (TERM EXP 4/29/25)	1.00	Officer Director	$1,000	$0	$1,000
RONAN SCHNEIDER	ED. & RIT., REC (TERM EXP 4/29/25)	1.00	Director	$0	$0	$0
JACOB MESSINA	SCHOLARSHIP, PRESIDENT	1.00	Officer Director	$0	$0	$0
KALEB AUSTEGEN	PRESIDENT, SECRETARY	1.00	Officer Director	$0	$0	$0
SIMON NAGI	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANDRE TAYLOR	SECRETARY & RECRUITMENT CHAIR	1.00	Officer Director	$0	$0	$0
AUSTIN WILSON	EDUC. AND RIT. (TERM EXP 04/29/25)	1.00	Director	$0	$0	$0
MARTIN HARMON	SCHOLARSHIP (TERM EXP 04/29/25)	1.00	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
2025	$172,925	$157,719	$128,618	$15,206
2024	No data	No data	No data	No data
2023	$148,730	$173,494	$151,387	$-24,764
2022	$149,732	$167,875	$186,594	$-18,143
2021	$227,482	$223,347	$225,611	$4,135
2020	$306,099	$204,268	$211,110	$101,831
2019	$273,343	$290,770	$105,156	$-17,427
2018	$269,517	$273,398	$121,989	$-3,881

ALPHA EPSILON OF PHI KAPPA SIGMA