Lambda Phi Epsilon National Fraternity (EIN 371469456) - 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

1995

Legal Domicile

Principal Officer

DAVID KIM

Phone

4024176311

Tax Period

2023-08-01 to 2024-07-31

Lambda Phi Epsilon National Fraternity, founded in 1995, is a small nonprofit in the Mutual Benefit sector that reported $569K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $138K, a strong 24% operating margin.

Mission

TO PROMOTE ASIAN AMERICAN AWARENESS IN OUR SURROUNDING COMMUNITIES THROUGH ASIAN AMERICAN INTEREST ACTIVITIES.

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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 $568,552

Investment Income $0

Other Revenue $0

TOTAL REVENUE $568,552

Expense Breakdown

Grants Paid $0

Salaries & Benefits $89,467

Fundraising Expenses $0

Program Expenses $77,438

Other Expenses $341,270

TOTAL EXPENSES $430,737

Year-over-Year Comparison

	2023	2022	Change
Revenue	$568,552	$491,116	+0.2%
Expenses	$430,737	$378,104	+0.1%
Net Income	$137,815	$113,012	+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

N/A

Employees

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

$67,844

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ZAC ANTONIUS	Executive Dir.	20.00	Director	$67,844	$0	$67,844
DAVID KIM	President	2.00	Director	$0	$0	$0
EARL BRYON SOLIS	EXTERNAL VP	2.00	Director	$0	$0	$0
ANDREW FITZGIBBON	Treasurer	2.00	Director	$0	$0	$0
BRIAN VAN	Secretary	2.00	Director	$0	$0	$0
JAMES MAYNARD	INTERNAL VP	2.00	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
2025	No data	No data	No data	No data
2024	$568,552	$430,737	$482,730	$137,815
2023	$491,116	$378,104	$347,208	$113,012
2022	$324,422	$367,388	$236,918	$-42,966
2021	$236,980	$242,850	$279,884	$-5,870
2020	$398,301	$321,685	$285,754	$76,616
2018	$314,894	$292,299	$261,916	$22,595

Lambda Phi Epsilon National Fraternity