ZETA PSI ALUMNI ASSOCIATION

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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

1951

Legal Domicile

Principal Officer

BAIRD CONNER

Phone

4159995769

Tax Period

2023-07-01 to 2024-06-30

ZETA PSI ALUMNI ASSOCIATION, founded in 1951, is a small nonprofit that reported $471K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $433K left a modest 8% surplus.

Mission

TO ORGANIZE AND SUPPORT THE ACTIVITIES OF THE IOTA CHAPTER OF THE ZETA PSI FRATERNITY AT UNIVERSITY OF CALIFORNIA, BERKELEY.

Program Service Accomplishments

Program 1

TO PROVIDE FURNISHED COLLEGE STUDENT HOUSING FOR MEMBERS OF THE IOTA CHAPTER OF ZETA PSI FRATERNITY.

Program 2

TO ASSIST ACTIVE MEMBERS WITH MANAGEMENT OF THE CHAPTER THROUGH RECRUITING EFFORTS (INCLUDING EVENT SUPPORT AND MAILINGS) AND GENERAL MANAGEMENT (INCLUDING PREPARATION OF BUDGETS AND REPAIRS...

TO ASSIST ACTIVE MEMBERS WITH MANAGEMENT OF THE CHAPTER THROUGH RECRUITING EFFORTS (INCLUDING EVENT SUPPORT AND MAILINGS) AND GENERAL MANAGEMENT (INCLUDING PREPARATION OF BUDGETS AND REPAIRS, MAINTENANCE AND GENERAL OPERATIONS AT THE CHAPTER HOUSE).

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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 $25,000

Program Service Revenue $446,158

Investment Income $24

Other Revenue $0

TOTAL REVENUE $471,182

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $374,621

TOTAL EXPENSES $433,133

Year-over-Year Comparison

	2023	2022	Change
Revenue	$471,182	$389,949	+0.2%
Expenses	$433,133	$375,586	+0.2%
Net Income	$38,049	$14,363	+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

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
BAIRD CONNER	PRESIDENT-SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN KELLY	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
ATTICUS HONORE	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
CHANDLER KOWTKO	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
BRIAN CHASKES	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
RYAN HARRIS	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
NICK HUTTER	MEMBER-AT-LARGE	1.00	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
2024	$471,182	$433,133	$937,317	$38,049
2023	$389,949	$375,586	$929,697	$14,363
2022	$407,810	$378,115	$960,745	$29,695
2021	$297,070	$288,395	$957,786	$8,675
2020	$461,169	$394,484	$989,566	$66,685
2019	$413,147	$395,595	$962,507	$17,552
2018	$286,790	$301,909	$979,782	$-15,119