ALPHA OMEGA EPSILON INC (EIN 391795229) - 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

1993

Legal Domicile

Principal Officer

Jenna Klobucar

Phone

6519998990

Tax Period

2024-01-01 to 2024-08-31

ALPHA OMEGA EPSILON INC, founded in 1993, is a small nonprofit that reported $187K in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $41K, a strong 22% operating margin.

Mission

To promote ideals and objectives to further the advancement of women, nonbinary and transgender individuals interested in engineering and technical science.

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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 $134,187

Program Service Revenue $11,009

Investment Income $32,919

Other Revenue $9,231

TOTAL REVENUE $187,346

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $61

Program Expenses $92,985

Other Expenses $146,379

TOTAL EXPENSES $146,379

Year-over-Year Comparison

	2024	2023	Change
Revenue	$187,346	$268,191	-0.3%
Expenses	$146,379	$190,187	-0.2%
Net Income	$40,967	$78,004	-0.5%

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
Jenna Klobucar	President	1	Officer Director	$0	$0	$0
Katie Falcone	Director of Chapter Services	1.0	Officer Director	$0	$0	$0
Brenda Herold	Treasurer	1.0	Officer Director	$0	$0	$0
Sonya Tankersley	Secretary	1.0	Officer Director	$0	$0	$0
Meaghan Martin	Director	1.0	Director	$0	$0	$0
Riley Dowdle	Director	1.0	Director	$0	$0	$0
Elaine Houha	Director	1.0	Director	$0	$0	$0
Aileen Morey	Director	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	$187,346	$146,379	$898,172	$40,967
2023	$268,191	$190,187	$857,205	$78,004
2022	$298,332	$321,519	$779,550	$-23,187
2021	$253,592	$125,021	$799,842	$128,571
2020	$264,681	$201,625	$671,271	$63,056
2019	$304,164	$229,683	$608,552	$74,481
2018	$286,719	$218,135	$533,959	$68,584

ALPHA OMEGA EPSILON INC