KAPPA SIGMA FRATERNITY EPSILON CHI CHAPTER #154

EIN: 541874115

LAFAYETTE, LA

Total Revenue
$22,854
Total Expenses
$15,517
Total Assets
$8,045
Net Assets
$8,045
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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
1956
Legal Domicile
LA
Principal Officer
HOWARD C SCHOEFFLER
Phone
3372321000
Tax Period
2017-06-01 to 2018-05-31

KAPPA SIGMA FRATERNITY EPSILON CHI CHAPTER #154, founded in 1956, is a micro nonprofit that reported $23K in total revenue in fiscal year 2017. Revenue fell 79% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $7K, a strong 32% operating margin.

Mission

LOCAL CHAPTER OF NATIONAL COLLEGE FRATERNITY

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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%)

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Financial Overview (2017)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $22,854
Investment Income $0
Other Revenue $0
TOTAL REVENUE $22,854

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $15,517
Other Expenses $15,517
TOTAL EXPENSES $15,517

Year-over-Year Comparison

2017 2016 Change
Revenue $22,854 $109,325 -0.8%
Expenses $15,517 $91,501 -0.8%
Net Income $7,337 $17,824 -0.6%
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

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Governance

Voting Members
2
Independent Members
N/A
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
2
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
IAN WILLIS ALUMNI ADVISOR 5.00
Officer
$0 $0 $0
LEE RITTER ADVISOR 5.00
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
2018 $22,854 $15,517 $8,045 $7,337
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