LAMBDA CHI ALPHA FRATERNITY EPSILON CHI ZETA (EIN 640390595) - 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

1939

Legal Domicile

Principal Officer

DREW TRUDELL

Phone

6623256990

Tax Period

2024-07-01 to 2025-06-30

LAMBDA CHI ALPHA FRATERNITY EPSILON CHI ZETA, founded in 1939, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

PROVIDED THE SOCIAL, RECREATIONAL, BOARD AND COMMON MEETING FACILITIES FOR 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 (2024)

Revenue Breakdown

Contributions & Grants $1,059,959

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,059,959

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,031,926

Other Expenses $1,049,040

TOTAL EXPENSES $1,051,606

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,059,959	$867,393	+0.2%
Expenses	$1,051,606	$868,276	+0.2%
Net Income	$8,353	$-883	-10.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
CARTER SHANNON	PRESIDENT	Officer	$0	$0	$0
ETHAN PERKINS	VICE PRESIDENT	Officer	$0	$0	$0
JAMESON INAGAWA	SECRETARY	Officer	$0	$0	$0
DREW TRUDELL	TREASURER	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
2025	$1,059,959	$1,051,606	$13,405	$8,353
2024	No data	No data	No data	No data
2023	$625,099	$754,311	$6,273	$-129,212
2022	$742,134	$697,205	$135,485	$44,929
2021	$594,809	$556,194	$92,516	$38,615
2019	$754,705	$746,526	$28,458	$8,179
2018	$508,598	$516,460	$18,399	$-7,862

LAMBDA CHI ALPHA FRATERNITY EPSILON CHI ZETA