ALPHA MU CHAPTER OF THE ALPHA EPSILON PHI SORORITY (EIN 520601570) - 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

1943

Legal Domicile

Principal Officer

KYLEEN KALIMIAN

Tax Period

2023-08-01 to 2024-07-31

ALPHA MU CHAPTER OF THE ALPHA EPSILON PHI SORORITY, founded in 1943, is a micro nonprofit in the Education sector that reported $98K in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $110K exceeded revenue, resulting in a 12% operating deficit.

Mission

THE CORPORATION IS ORGANIZED AND OPERATED EXCLUSIVELY TO DEVELOP, ESTABLISH, FOSTER, AND MAINTAIN SISTERHOOD AND SOCIAL INTERACTION AMONG ITS 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $97,979

Investment Income $0

Other Revenue $0

TOTAL REVENUE $97,979

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $110,002

Other Expenses $110,002

TOTAL EXPENSES $110,002

Year-over-Year Comparison

	2023	2022	Change
Revenue	$97,979	$124,447	-0.2%
Expenses	$110,002	$123,661	-0.1%
Net Income	$-12,023	$786	-16.3%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
KYLEEN KALIMIAN	TREASURER	Officer	$0	$0	$0
SARA SILVERMAN	VICE PRESIDENT	Officer	$0	$0	$0
JADYN KESTENBAUM	PRESIDENT	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
2024	$97,979	$110,002	$15,382	$-12,023
2023	$124,447	$123,661	$26,061	$786
2022	$136,190	$128,045	$25,820	$8,145
2021	$66,417	$66,403	$50,148	$14
2020	$81,437	$78,662	$25,934	$2,775

ALPHA MU CHAPTER OF THE ALPHA EPSILON PHI SORORITY