EPSILON TRUSTEE CORPORATION (EIN 386073551) - 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

1915

Legal Domicile

Principal Officer

Brad Plymale

Phone

2489748506

Tax Period

2023-08-01 to 2024-07-31

EPSILON TRUSTEE CORPORATION, founded in 1915, is a small nonprofit in the Recreation & Sports sector that reported $551K in total revenue in fiscal year 2023.

Mission

The organization provides safe and secure housing to its undergraduate members attending classes at the University of Michigans Ann Arbor Campus.

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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 $655,217

Program Service Revenue $0

Investment Income $564

Other Revenue $-104,675

TOTAL REVENUE $551,106

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$551,106	$-68,445	-9.1%
Expenses	N/A	$40,850	-1.0%
Net Income	N/A	$-109,295	N/A

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
Brian Heil	President	005.00	Officer Director	$0	$0	$0
David DiRita	Vice President	005.00	Officer Director	$0	$0	$0
David Decker	Secretary	005.00	Officer Director	$0	$0	$0
Brad Plymale	Treasurer	005.00	Officer 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	No data	No data	No data	No data
2024	$551,106	No data	$1,984,983	No data
2022	$442,991	$116,019	$775,535	$326,972
2021	$66,186	No data	$473,471	No data
2020	$-34,750	No data	$422,690	No data
2019	$-38,532	No data	$410,023	No data
2018	$-21,214	No data	$347,321	No data

EPSILON TRUSTEE CORPORATION