ALPHA EPSILON PI FRATERNITY TAU DELTA CHAPTER (EIN 364080398) - 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

2012

Legal Domicile

Principal Officer

JASON COE

Phone

3178761913

Tax Period

2021-06-01 to 2022-05-31

ALPHA EPSILON PI FRATERNITY TAU DELTA CHAPTER, founded in 2012, is a small nonprofit that reported $174K in total revenue in fiscal year 2021. Revenue surged 484% from the prior year, signaling strong growth momentum. Expenses of $154K left a modest 11% surplus.

Mission

TO SERVE THE SOCIAL AND RECREATION PURPOSES OF 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 (2021)

Revenue Breakdown

Contributions & Grants $256

Program Service Revenue $170,805

Investment Income $1

Other Revenue $2,726

TOTAL REVENUE $173,788

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $154,488

TOTAL EXPENSES $154,488

Year-over-Year Comparison

	2021	2020	Change
Revenue	$173,788	$29,764	+4.8%
Expenses	$154,488	$22,417	+5.9%
Net Income	$19,300	$7,347	+1.6%

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
JASON COE	PRESIDENT	10.00	Officer	$0	$0	$0
JOSEPH RAMOS	VICE PRESIDENT	10.00	Officer	$0	$0	$0
BLAKE FRANK	TREASURER	10.00	Officer	$0	$0	$0
ETHAN LESS	MEMBER AT LARGE	10.00	Officer	$0	$0	$0
KEYLER WHITE	SECRETARY	10.00	Officer	$0	$0	$0
PETER SHELDON	SOCIAL CHAIR	10.00	Officer	$0	$0	$0
ISAAC MILLER	HOUSE MANAGER	10.00	Officer	$0	$0	$0
ALEXANDER SPAN	RUSH CO-CHAIR	10.00	Officer	$0	$0	$0
DREW MCDERMOTT	SENTINEL	10.00	Officer	$0	$0	$0
SPENCER ROLTHFLEISH	RUSH CO-CHAIR	10.00	Officer	$0	$0	$0
JOSH ESMAILZADEH	PLEDGE MASTER	10.00	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
2022	$173,788	$154,488	$33,199	$19,300
2021	$29,764	$22,417	$13,899	$7,347
2020	$159,589	$202,532	$6,552	$-42,943
2019	$256,456	$264,870	$49,495	$-8,414
2018	$376,221	$375,817	$57,909	$404

ALPHA EPSILON PI FRATERNITY TAU DELTA CHAPTER