Alpha Epsilon Phi

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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

1925

Legal Domicile

Principal Officer

Ashley Grossfeld

Phone

5124778600

Tax Period

2024-08-01 to 2025-07-31

Alpha Epsilon Phi, founded in 1925, is a small nonprofit that reported $497K in total revenue in fiscal year 2024.

Mission

A sorority organized for the purpose of providing social and scholastic activities for its members.

Program Service Accomplishments

Program 1

Expenses: $15,578

Philanthropic: Various cancer, heart and cystic fibrosis organization fund drives, along with inter-sorority and campus fund drives for local and university projects.

Program 2

Expenses: $147,736

Social: Host fall and spring casual and formal parties, bi-weekly chapter dinners.

Program 3

Expenses: $14,200

Scholarships: Award scholarships to select chapter 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 $0

Program Service Revenue $491,848

Investment Income $151

Other Revenue $4,980

TOTAL REVENUE $496,979

Expense Breakdown

Grants Paid $14,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $510,546

Other Expenses $521,161

TOTAL EXPENSES $535,361

Year-over-Year Comparison

	2024	2023	Change
Revenue	$496,979	$478,183	+0.0%
Expenses	$535,361	$417,302	+0.3%
Net Income	$-38,382	$60,881	-1.6%

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

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
Ashley Grossfeld	President	10.00	Officer Director	$0	$0	$0
Morgan Dawer	Treasurer	10.00	Officer Director	$0	$0	$0
Becca Brocato	Member	10.00	Director	$0	$0	$0
Brooke Dunshee	Member	10.00	Director	$0	$0	$0
Zoe Bernbaum	Member	10.00	Director	$0	$0	$0
Cayla Sher	Member	10.00	Director	$0	$0	$0
Paige Davis	Member	10.00	Director	$0	$0	$0
Courtney Young	Member	10.00	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	$496,979	$535,361	$406,114	$-38,382
2024	$478,183	$417,302	$423,513	$60,881
2023	$361,426	$441,029	$303,492	$-79,603
2022	$351,654	$329,911	$442,403	$21,743
2021	$288,130	$215,839	$373,768	$72,291
2020	$288,396	$252,350	$425,609	$36,046