EPSILON PI CHAPTER OF ALPHA DELTA PI (EIN 581351063) - 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

1978

Legal Domicile

Principal Officer

ABBY WALDEN

Phone

4782990772

Tax Period

2023-07-01 to 2024-06-30

EPSILON PI CHAPTER OF ALPHA DELTA PI, founded in 1978, is a small nonprofit that reported $233K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $101K, a strong 43% operating margin.

Mission

PROVIDE LIVING ACCOMMODATIONS

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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 $229,254

Investment Income $4,177

Other Revenue $0

TOTAL REVENUE $233,431

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $132,113

Other Expenses $132,113

TOTAL EXPENSES $132,113

Year-over-Year Comparison

	2023	2022	Change
Revenue	$233,431	$211,260	+0.1%
Expenses	$132,113	$117,425	+0.1%
Net Income	$101,318	$93,835	+0.1%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN MATHEWS	DIRECTOR	N/A	Director	$0	$0	$0
ABBY WALDEN	TREASURER	N/A	Officer Director	$0	$0	$0
BROOKE RAGAN	SECRETARY	N/A	Officer Director	$0	$0	$0
JENNY COULTER	PRESIDENT	N/A	Officer Director	$0	$0	$0
KAREN DAVID	DIRECTOR	N/A	Director	$0	$0	$0
RAMSEY WATERS	DIRECTOR	N/A	Director	$0	$0	$0
HAILEY HALLMAN	DIRECTOR	N/A	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	$233,431	$132,113	$1,515,705	$101,318
2023	$211,260	$117,425	$1,414,387	$93,835
2022	$196,112	$117,090	$1,320,552	$79,022
2021	$212,884	$131,445	$1,241,530	$81,439
2020	$182,172	$117,333	$1,160,091	$64,839
2019	$195,769	$119,032	$1,095,252	$76,737

EPSILON PI CHAPTER OF ALPHA DELTA PI