SIGMA ALPHA EPSILON FRATERNITY (EIN 237145973) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

DAVID DUBOSE

Tax Period

2023-07-01 to 2024-06-30

SIGMA ALPHA EPSILON FRATERNITY, founded in 1989, is a small nonprofit in the Recreation & Sports sector that reported $606K in total revenue in fiscal year 2023. Revenue surged 48% from the prior year, signaling strong growth momentum.

Mission

PROVIDING YOUNG MEN THE SCHOLARSHIP, LEADERSHIP, AND SOCIAL EXPERIENCES NECESSARY TO EXCEL AS COLLEGE STUDENTS AND GRADUATES OF THE UNIVERSITY OF SOUTH CAROLINA THROUGH SOCIAL AND PHILANTHROPIC EVENTS, SCHOLARSHIP AWARDS, AND UNDERGRADUATE SUPPORT NETWORKS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $605,994

Investment Income $0

Other Revenue $0

TOTAL REVENUE $605,994

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $622,239

Other Expenses $4,233

TOTAL EXPENSES $623,860

Year-over-Year Comparison

	2023	2022	Change
Revenue	$605,994	$408,619	+0.5%
Expenses	$623,860	$419,049	+0.5%
Net Income	$-17,866	$-10,430	+0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
MATT MICHEL	SENIOR ADVISOR	10.00	Officer	$0	$0	$0
ZACH ZAHOREC WRIGHT	EDUCATION CHAIRMAN	10.00	Officer	$0	$0	$0
MARSHALL RICE	RUSH CHAIRMAN	10.00	Officer	$0	$0	$0
MICHAEL TURNER	TAILGATE CHAIRMAN	10.00	Officer	$0	$0	$0
NOAH BRYTON	WARDEN	10.00	Officer	$0	$0	$0
HOWARD BROOKS	SOCIAL CHAIRMAN	10.00	Officer	$0	$0	$0
ANDREW WALAJTYS	EMINENT DEPUTY ARCHON	10.00	Officer	$0	$0	$0
DAVID DUBOSE	EMINENT ARCHON	10.00	Officer	$0	$0	$0
BENNETT EVANS	RISK MANAGER	10.00	Officer	$0	$0	$0
WILL JACKSON	RECORDER	10.00	Officer	$0	$0	$0
MACKEY CHONTOS	TREASURER	10.00	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
2024	$605,994	$623,860	$13,333	$-17,866
2023	$408,619	$419,049	$31,199	$-10,430
2022	$404,543	$488,568	$41,629	$-84,025
2021	$183,448	$170,524	$125,654	$12,924
2020	$231,596	$144,781	$106,147	$86,815
2019	$230,047	$229,576	$19,332	$471

SIGMA ALPHA EPSILON FRATERNITY