SIGMA PHI EPSILON NH ALPHA ALUMNI & VOLUNTEER CORPORATION (EIN 046128132) - 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

1916

Legal Domicile

Principal Officer

ISAIAH BERG

Phone

9494913931

Tax Period

2023-10-01 to 2024-09-30

SIGMA PHI EPSILON NH ALPHA ALUMNI & VOLUNTEER CORPORATION, founded in 1916, is a small nonprofit that reported $318K in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $281K left a modest 12% surplus.

Mission

THE ORGANIZATION OWNS A FRATERNITY HOUSE WHICH IT RENTS TO COLLEGE STUDENTS WHO ARE MEMBERS OF THE LOCAL CHAPTER. THE ORGANIZATION ALSO PROVIDES SUPPORT TO THE LOCAL CHAPTER.

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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 $0

Program Service Revenue $318,353

Investment Income $0

Other Revenue $0

TOTAL REVENUE $318,353

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $281,048

TOTAL EXPENSES $281,048

Year-over-Year Comparison

	2023	2022	Change
Revenue	$318,353	$501,931	-0.4%
Expenses	$281,048	$358,452	-0.2%
Net Income	$37,305	$143,479	-0.7%

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

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
JD OPTEKAR	PRESIDENT	1.00	Officer Director	$0	$0	$0
PETER HASENKAMP	SECRETARY	1.00	Officer Director	$0	$0	$0
ISAIAH BERG	VICE PRESIDENT FINANCE	2.00	Officer Director	$0	$0	$0
KEITH JACOBSEN	VICE PRESIDENT HOUSING	1.00	Officer Director	$0	$0	$0
SEAN ANTHONY	MEMBER AT LARGE	1.00	Director	$0	$0	$0
ANDREW ARGESKI	MEMBER AT LARGE	1.00	Director	$0	$0	$0
SUNINT BINDRA	MEMBER AT LARGE	1.00	Director	$0	$0	$0
ERIC SCHWAGER	MEMBER AT LARGE	1.00	Director	$0	$0	$0
STEVEN TSENG	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	$318,353	$281,048	$2,640,936	$37,305
2023	$501,931	$358,452	$2,661,930	$143,479
2022	$79,429	$239,318	$2,580,566	$-159,889
2021	$59,338	$218,494	$2,661,135	$-159,156
2020	$59,277	$234,847	$2,735,784	$-175,570
2019	$20,527	$306,310	$2,828,388	$-285,783
2018	$263,754	$288,609	$2,923,824	$-24,855

SIGMA PHI EPSILON NH ALPHA ALUMNI & VOLUNTEER CORPORATION