MU PHI EPSILON FOUNDATION (EIN 956097896) - 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

1963

Legal Domicile

Principal Officer

KIRA DIXON

Phone

6514016766

Tax Period

2024-07-01 to 2025-06-30

MU PHI EPSILON FOUNDATION, founded in 1963, is a small nonprofit that reported $899K in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $647K, a strong 72% operating margin.

Mission

THE MU PHI EPSILON FOUNDATION IS OPERATED FOR THE PROMOTION AND ADVANCEMENT OF MUSIC AND FOR THE BENEFIT OF PHILANTHROPIC PROJECTS OF MU PHI EPSILON, A NATIONAL MUSIC FRATERNITY. THE FOUNDATION PROVIDES SCHOLARSHIPS AND GRANTS FOR MUSIC STUDENTS.

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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 $30,692

Program Service Revenue $0

Investment Income $868,125

Other Revenue $0

TOTAL REVENUE $898,817

Expense Breakdown

Grants Paid $125,350

Salaries & Benefits $0

Fundraising Expenses $2,057

Program Expenses $140,583

Other Expenses $126,143

TOTAL EXPENSES $251,493

Year-over-Year Comparison

	2024	2023	Change
Revenue	$898,817	$607,061	+0.5%
Expenses	$251,493	$365,327	-0.3%
Net Income	$647,324	$241,734	+1.7%

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
DANIELLE KUNTZ	GRANTS COORDINATOR	2.00	Director	$0	$0	$0
WANDA YANG TEMKO	WEBSITE ADMINSTRATOR	2.00	Director	$0	$0	$0
DONNA CHRZANOWSKI	PHILANTHROPIES COORDINATOR	2.00	Director	$0	$0	$0
KURT-ALEXANDER ZELLER	MPE PRESIDENT	2.00	Director	$0	$0	$0
KIRA DIXON	PRESIDENT	2.00	Officer	$0	$0	$0
ISABEL DE LA CERDA	VICE PRESIDENT	2.00	Officer	$0	$0	$0
DR MATTHEW HOCH	TREASURER	2.00	Officer	$0	$0	$0
HANNAH PORTER OCCENA	SECRETARY	2.00	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	$898,817	$251,493	$6,983,029	$647,324
2024	No data	No data	No data	No data
2023	$307,182	$232,845	$5,588,300	$74,337
2023	$307,182	$232,845	$5,588,300	$74,337
2022	$50,171	$223,478	$5,807,252	$-173,307
2021	$215,152	$226,526	$6,214,920	$-11,374
2020	$142,983	$193,139	$4,906,746	$-50,156
2019	$220,531	$167,437	$4,600,352	$53,094
2018	$140,159	$170,743	$4,264,847	$-30,584

MU PHI EPSILON FOUNDATION