SIGMA PHI EPSILON FRATERNITY INC (EIN 050345139) - 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

Legal Domicile

Principal Officer

EDWARD TANNER

Phone

4018742557

Tax Period

2023-07-01 to 2024-06-30

SIGMA PHI EPSILON FRATERNITY INC is a small nonprofit that reported $421K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $571K exceeded revenue, resulting in a 36% operating deficit.

Mission

PROMOTING THE GENERAL PURPOSE OF FRATERNAL SPIRIT AND THE SUPERVISION OF THE FRATERNITY DWELLING AND ALL PERTINENT MATTERS OF THE FRATERNITY.

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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 $420,739

Investment Income $0

Other Revenue $0

TOTAL REVENUE $420,739

Expense Breakdown

Grants Paid $0

Salaries & Benefits $139,275

Fundraising Expenses $0

Program Expenses $570,878

Other Expenses $431,603

TOTAL EXPENSES $570,878

Year-over-Year Comparison

	2023	2022	Change
Revenue	$420,739	$377,638	+0.1%
Expenses	$570,878	$5,696	+99.2%
Net Income	$-150,139	$371,942	-1.4%

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
JORDAN ALBERNAZ	VP OF HOUSIN	2.00	Officer Director	$0	$0	$0
LEANNE RUTTER	SECRETARY	2.00	Officer Director	$0	$0	$0
EDWARD TANNER	TREASURER	2.00	Officer Director	$0	$0	$0
CHARLES WESLEY	PRESIDENT	2.00	Officer 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	$420,739	$570,878	$876,146	$-150,139
2019	$108,077	$3,275	$808,647	$104,802
2018	$500,157	$401,248	$695,220	$98,909

SIGMA PHI EPSILON FRATERNITY INC