ALPHA EPSILON PHI PHI CHAPTER INC

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1924

Legal Domicile

Principal Officer

BONNIE WUNSCH

Phone

3015201197

Tax Period

2024-08-01 to 2025-07-31

ALPHA EPSILON PHI PHI CHAPTER INC, founded in 1924, is a small nonprofit that reported $207K in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $301K exceeded revenue, resulting in a 45% operating deficit.

Mission

THE ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY TO DEVELOP, ESTABLISH, FOSTER AND MAINTAIN SISTERHOOD AND SOCIAL INTERACTION WITHIN AND AMONG ITS MEMBERS.

Program Service Accomplishments

Program 1

Expenses: $300,961

TO PROVIDE ROOM, BOARD, AND FELLOWSHIP TO THE MEMBERS OF THE COLLEGE SORORITY

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $207,126

Investment Income $16

Other Revenue $0

TOTAL REVENUE $207,142

Expense Breakdown

Grants Paid $0

Salaries & Benefits $52,106

Fundraising Expenses $0

Program Expenses $300,961

Other Expenses $248,855

TOTAL EXPENSES $300,961

Year-over-Year Comparison

	2024	2023	Change
Revenue	$207,142	$342,401	-0.4%
Expenses	$300,961	$356,417	-0.2%
Net Income	$-93,819	$-14,016	+5.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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	Role	Reportable Comp	Other Comp	Total
SALLY LANG	PRESIDENT	Officer Director	$0	$0	$0
BONNIE WUNSCH	DIRECTOR	Officer Director	$0	$0	$0
DANA KATZ	DIRECTOR	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	$207,142	$300,961	$356,341	$-93,819
2024	$342,401	$356,417	$361,899	$-14,016
2023	$293,884	$306,894	$383,618	$-13,010
2022	$236,710	$245,952	$440,490	$-9,242
2021	$102,362	$188,115	$388,374	$-85,753
2020	$217,499	$244,005	$489,372	$-26,506