SIGMA PHI EPSILON FRATERNITY PENN … - Form 990 Financial Data

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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

1907

Legal Domicile

Principal Officer

HANCE SITKUS CPA

Phone

7326823002

Tax Period

2022-07-01 to 2023-06-30

SIGMA PHI EPSILON FRATERNITY PENN CHAPTER, founded in 1907, is a small nonprofit that reported $282K in total revenue in fiscal year 2022. Revenue decreased 6% compared to the prior year. Expenses of $250K left a modest 12% surplus.

Mission

SIGMA PHI EPSILON EXISTS TO PROMOTE OF LIFELONG FRIENDSHIPS, TO REAFFIRM HIGH ETHICAL STANDARDS AND VALUES, AND TO FOSTER PERSONAL DEVELOPMENT IN THE PURSUIT OF EXCELLENCE.

Program Service Accomplishments

Program 1

Expenses: $170,565

OTHER PROGRAM SERVICES

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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 (2022)

Revenue Breakdown

Contributions & Grants $276,815

Program Service Revenue $0

Investment Income $5,634

Other Revenue $0

TOTAL REVENUE $282,449

Expense Breakdown

Grants Paid $0

Salaries & Benefits $39,241

Fundraising Expenses $0

Program Expenses $249,936

Other Expenses $210,695

TOTAL EXPENSES $249,936

Year-over-Year Comparison

	2022	2021	Change
Revenue	$282,449	$301,977	-0.1%
Expenses	$249,936	$239,595	+0.0%
Net Income	$32,513	$62,382	-0.5%

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

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
THOMAS MCDADE	VP FINANCE	11.00	Director	$0	$0	$0
ANGELO CERMINARA	VP PROGRAMMING	5.00	Director	$0	$0	$0
CALEB HOLLANDER	VP RECRUITMENT	5.00	Director	$0	$0	$0
ANTHONY COZZY	VP BROTHERHOOD	2.00	Director	$0	$0	$0
RYAN MATTHEWS	VP COMMUNICATION	3.00	Director	$0	$0	$0
PATRICK GARNDER	HOUSE MANAGER	2.00	Director	$0	$0	$0
HENRY COLLINS	RISK MANAGER	2.00	Director	$0	$0	$0
RICHARD WILLIAMS	SIGMA COORDINATOR	3.00	Director	$0	$0	$0
HANCE SITKUS CPA	ACTING TREASURER & ALUMNI	6.00	Officer	$0	$0	$0
TREVOR LACHMAN	PRESIDENT	6.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$282,449	$249,936	$364,302	$32,513
2022	$301,977	$239,595	$316,245	$62,382
2021	$15,903	$38,983	$264,450	$-23,080
2020	$221,383	$201,718	$264,469	$19,665
2019	$266,695	$246,743	$242,266	$19,952
2018	$268,426	$301,554	$221,502	$-33,128

SIGMA PHI EPSILON FRATERNITY PENN CHAPTER