ALUMNI CORPORATION OF EPSILON KAPPA ZETA CHAPTER LAMBDA CHI ALPHA FRATERNITY (EIN 821378591) - 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

2016

Legal Domicile

Principal Officer

STEPHEN COHEN

Phone

9735309181

Tax Period

2023-07-01 to 2024-06-30

ALUMNI CORPORATION OF EPSILON KAPPA ZETA CHAPTER LAMBDA CHI ALPHA FRATERNITY, founded in 2016, is a small nonprofit that reported $163K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Expenses of $290K exceeded revenue, resulting in a 78% operating deficit.

Mission

ALUMNI CORPORATION OVERSEES FRATERNITY BOARDING HOUSE, EDUCATIONAL PROGRAMMING, COMMUNITY SERVICE AND SOCIAL EVENTS FOR UNDERGRADUATE & ALUMNI

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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 $13,713

Program Service Revenue $149,260

Investment Income $40

Other Revenue $0

TOTAL REVENUE $163,013

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $289,828

TOTAL EXPENSES $289,828

Year-over-Year Comparison

	2023	2022	Change
Revenue	$163,013	$181,693	-0.1%
Expenses	$289,828	$185,712	+0.6%
Net Income	$-126,815	$-4,019	+30.6%

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

N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
DENNIS CARR	HOUSE MANAGER	1.00	Director	$0	$0	$0
THEO SPEEDY	DIRECTOR	1.00	Director	$0	$0	$0
ROB MCCAFFERTY	DIRECTOR	1.00	Director	$0	$0	$0
KEN JOHNSEN	DIRECTOR	1.00	Director	$0	$0	$0
NIK BOURNELIS	DIRECTOR	1.00	Director	$0	$0	$0
ANDY SOLTIS	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN COHEN	CHAIRMAN	3.00	Officer	$0	$0	$0
MIKE ELMER	DIRECTOR	2.00	Officer	$0	$0	$0
CHARLES PERSING	TREASURER	3.00	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
2025	No data	No data	No data	No data
2024	$163,013	$289,828	$318,347	$-126,815
2023	$181,693	$185,712	$443,897	$-4,019
2022	$154,750	$87,227	$447,328	$67,523
2021	$52,125	$159,858	$382,276	$-107,733
2020	$141,773	$103,034	$493,683	$38,739
2019	$192,727	$257,459	$474,764	$-64,732
2018	$157,864	$133,094	$576,787	$24,770

ALUMNI CORPORATION OF EPSILON KAPPA ZETA CHAPTER LAMBDA CHI ALPHA FRATERNITY