EPSILON EPSILON EDUCATION FOUNDATION (EIN 866052394) - 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

1959

Legal Domicile

Principal Officer

JOHN LOTKA

Phone

4806347538

Tax Period

2023-07-01 to 2024-06-30

EPSILON EPSILON EDUCATION FOUNDATION, founded in 1959, is a micro nonprofit that reported $78K in total revenue in fiscal year 2023. Revenue fell 69% from the prior year — a significant decline worth monitoring. Expenses of $213K exceeded revenue, resulting in a 172% operating deficit.

Mission

PROVIDE FOR A LOCAL CHAPTER OF NATIONAL FRATERNAL ORGANIZATION, DELTA TAU DELTA, AT THE UNIVERSITY OF ARIZONA. PROVIDE AN ENVIRONMENT FOR CURRENT ACTIVE MEMBERS WHICH ENCOURAGES LEADERSHIP DEVELPMENT AND PROVIDES GUIDANCE ON BECOMING RESPONSIBLE CITIZENS.

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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 $35,224

Program Service Revenue $0

Investment Income $43,135

Other Revenue $0

TOTAL REVENUE $78,359

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $14,625

Other Expenses $212,866

TOTAL EXPENSES $212,866

Year-over-Year Comparison

	2023	2022	Change
Revenue	$78,359	$255,672	-0.7%
Expenses	$212,866	$150,047	+0.4%
Net Income	$-134,507	$105,625	-2.3%

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
PRESTON BEALE	DIRECTOR	N/A	Director	$0	$0	$0
EDWARD BETTERTON	VICE PRESIDE	N/A	Director	$0	$0	$0
JOHN BICKERSTAFF	PRESDIENT+SE	N/A	Director	$0	$0	$0
BERT BRADEN	DIRECTOR	N/A	Director	$0	$0	$0
JAY JOSEPHS	DIRECTOR	N/A	Director	$0	$0	$0
JOHN LOTKA	TREASURER	N/A	Director	$0	$0	$0
JB SHOCKEY	VICE PRESIDE	N/A	Director	$0	$0	$0
RICHARD VOTH	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	$78,359	$212,866	$1,146,370	$-134,507
2023	$243,343	$150,047	$1,248,953	$93,296
2022	$33,421	$42,004	$1,017,077	$-8,583
2021	$4,187	$11,746	$1,019,572	$-7,559

EPSILON EPSILON EDUCATION FOUNDATION