NU OF TAU KAPPA EPSILON INC (EIN 710940451) - 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

2003

Legal Domicile

Principal Officer

MARK EDELSTONE

Phone

9259540100

Tax Period

2024-01-01 to 2024-12-31

NU OF TAU KAPPA EPSILON INC, founded in 2003, is a small nonprofit in the Education sector that reported $813K in total revenue in fiscal year 2024. Revenue surged 98% from the prior year, signaling strong growth momentum. The organization ran a surplus of $220K, a strong 27% operating margin.

Mission

PROVIDE STUDENT HOUSING AT UNIVERSITY OF CALIFORNIA, BERKELEY

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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 $342,641

Program Service Revenue $395,393

Investment Income $7,290

Other Revenue $68,006

TOTAL REVENUE $813,330

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $22,797

Program Expenses $552,589

Other Expenses $593,650

TOTAL EXPENSES $593,650

Year-over-Year Comparison

	2024	2023	Change
Revenue	$813,330	$410,670	+1.0%
Expenses	$593,650	$476,024	+0.2%
Net Income	$219,680	$-65,354	-4.4%

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
CRAIG KIRCHNER	SECRETARY/DIRECTOR	2.00	Officer Director	$0	$0	$0
ERIK LEWIS	DIRECTOR	2.00	Director	$0	$0	$0
PETER CLOVEN	DIRECTOR	2.00	Director	$0	$0	$0
MARK EDELSTONE	PRESIDENT/DIRECTOR	2.00	Officer Director	$0	$0	$0
ANTHONY WRIGHT	DIRECTOR	2.00	Director	$0	$0	$0
JOHN PHILLIPS	TREASURER/DIRECTOR	2.00	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
2024	$813,330	$593,650	$1,082,088	$219,680
2023	$410,670	$476,024	$1,002,056	$-65,354
2022	$543,104	$545,344	$1,059,574	$-2,240
2022	$543,104	$545,344	$1,059,574	$-2,240
2021	$412,397	$460,037	$1,147,581	$-47,640
2020	$437,181	$456,375	$1,174,861	$-19,194
2019	$633,807	$599,686	$1,236,287	$34,121
2018	$568,217	$563,691	$1,217,190	$4,526

NU OF TAU KAPPA EPSILON INC