NY Delta Alumni Board Sigma Phi Ep (EIN 146024557) - 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

Tax Period

2024-09-01 to 2025-08-31

NY Delta Alumni Board Sigma Phi Ep is a small nonprofit in the Education sector that reported $202K in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $48K, a strong 24% operating margin.

Mission

Educational & Fraternal

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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 $117,690

Program Service Revenue $80,056

Investment Income $4,013

Other Revenue $0

TOTAL REVENUE $201,759

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $151,161

Other Expenses $154,032

TOTAL EXPENSES $154,032

Year-over-Year Comparison

	2024	2023	Change
Revenue	$201,759	$261,152	-0.2%
Expenses	$154,032	$120,687	+0.3%
Net Income	$47,727	$140,465	-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

N/A

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
Steve Fallick	Director	2.00	Director	$0	$0	$0
Dennis Scurletis	Director	2.00	Director	$0	$0	$0
Don Burgio	Director	2.00	Director	$0	$0	$0
Alex Lin	Director	2.00	Director	$0	$0	$0
Justin Zeth	Director	2.00	Director	$0	$0	$0
Dave Tomkins	President	2.00	Officer	$0	$0	$0
Brian Michalka	Treasurer	2.00	Officer	$0	$0	$0
Sean McGuigan	Secretary	2.00	Officer	$0	$0	$0
Randy Oltman	Vice President	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	$201,759	$154,032	$1,053,589	$47,727
2024	$261,152	$120,687	$1,024,751	$140,465
2023	$284,061	$128,358	$400,499	$155,703

NY Delta Alumni Board Sigma Phi Ep