THE SIGMA ALPHA MU FOUNDATION (EIN 136093817) - 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

1944

Legal Domicile

Principal Officer

ROBERT WEISS

Phone

3177898339

Tax Period

2024-06-01 to 2025-05-31

THE SIGMA ALPHA MU FOUNDATION, founded in 1944, is a community nonprofit in the Education sector that reported $2.1M in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $912K, a strong 43% operating margin.

Mission

TO FURNISH STUDENT AID, TO ENCOURAGE AND DEVELOP CONDUCT AND TRAITS OF CHARACTER CONSISTENT WITH HIGH MORALS, CONSTRUCTIVE CITIZENSHIP, SCHOLARSHIP, LEADERSHIP AND COMMUNITY SERVICE AND TO SUPPORT THE EDUCATIONAL INTERESTS AND ACTIVITIES OF THE SIGMA ALPHA MU 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 (2024)

Revenue Breakdown

Contributions & Grants $689,529

Program Service Revenue $0

Investment Income $1,414,415

Other Revenue $38,050

TOTAL REVENUE $2,141,994

Expense Breakdown

Grants Paid $470,024

Salaries & Benefits $356,265

Fundraising Expenses $242,861

Program Expenses $681,585

Other Expenses $403,984

TOTAL EXPENSES $1,230,273

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,141,994	$1,494,419	+0.4%
Expenses	$1,230,273	$1,091,955	+0.1%
Net Income	$911,721	$402,464	+1.3%

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

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

$165,196

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT WEISS	PRESIDENT	5.00	Officer Director	$0	$0	$0
DENNIS PAESE	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JAMES ROBERTSON	TREASURER	5.00	Officer Director	$0	$0	$0
JOHN PAINE	SECRETARY	5.00	Officer Director	$0	$0	$0
ROBERT FAGENSON	DIRECTOR	1.00	Director	$0	$0	$0
NELSON FRANCE	DIRECTOR	1.00	Director	$0	$0	$0
LELAND GARRETT	DIRECTOR	1.00	Director	$0	$0	$0
RONALD KATCH	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN KAHN	DIRECTOR	1.00	Director	$0	$0	$0
OFFER KORIN	DIRECTOR	1.00	Director	$0	$0	$0
LAWRENCE LEIB	DIRECTOR	1.00	Director	$0	$0	$0
NATHANIEL LOCKLIN	DIRECTOR	1.00	Director	$0	$0	$0
EVAN LUBLINE	DIRECTOR	1.00	Director	$0	$0	$0
HANNO MOTT	DIRECTOR	1.00	Director	$0	$0	$0
ROY NEULICHT	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW PALEY	DIRECTOR	1.00	Director	$0	$0	$0
MARC PERLSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID RICE	DIRECTOR	1.00	Director	$0	$0	$0
BRADLEY UNGER	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD WILLIAMSON	DIRECTOR	1.00	Director	$0	$0	$0
LAWRENCE WITTELS	DIRECTOR	1.00	Director	$0	$0	$0
AARON GIRSON	CEO	40.00	Officer	$142,912	$22,284	$165,196

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	$2,141,994	$1,230,273	$12,383,438	$911,721
2024	$1,494,419	$1,091,955	$11,987,603	$402,464
2023	$848,468	$785,442	$10,441,546	$63,026
2022	$966,760	$602,772	$10,724,306	$363,988
2021	$764,808	$604,447	$11,294,466	$160,361
2020	$765,262	$593,698	$9,123,106	$171,564
2019	$877,579	$516,445	$9,002,082	$361,134

THE SIGMA ALPHA MU FOUNDATION