Fargo Alumni Association of Sigma Alpha Epsilon Fraternity (EIN 237213741) - 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

1939

Legal Domicile

Principal Officer

William Bateman

Phone

7016402478

Tax Period

2024-07-01 to 2025-06-30

Fargo Alumni Association of Sigma Alpha Epsilon Fraternity, founded in 1939, is a small nonprofit in the Community Improvement sector that reported $144K in total revenue in fiscal year 2024. Revenue surged 71% from the prior year, signaling strong growth momentum. Expenses of $133K left a modest 8% surplus.

Mission

To hold title to a chapter house for the SAE Fraternity at NDSU and collect rent for the purpose of payment on mortgages, notes, repairs, and any other Chapter activities which are relevant.

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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 $150

Program Service Revenue $35,750

Investment Income $107,921

Other Revenue $286

TOTAL REVENUE $144,107

Expense Breakdown

Grants Paid $1,050

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $132,044

TOTAL EXPENSES $133,094

Year-over-Year Comparison

	2024	2023	Change
Revenue	$144,107	$84,348	+0.7%
Expenses	$133,094	$136,129	0.0%
Net Income	$11,013	$-51,781	-1.2%

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

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
Beau Bateman	Chairman/President	2.00	Officer Director	$0	$0	$0
Carson Miller	Treasurer	1.00	Officer Director	$0	$0	$0
Joe Streigel	Board Member	0.20	Director	$0	$0	$0
Harlee Davis	Board Member	0.20	Director	$0	$0	$0
John Nelson	Board Member	0.20	Director	$0	$0	$0
Perry Miller	Board Member	0.20	Director	$0	$0	$0
Fred Daggett	Board Member	0.20	Director	$0	$0	$0
Andy Thorson	Board Member	0.20	Director	$0	$0	$0
Thomas Schmidt	Board Member	0.20	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
2025	$144,107	$133,094	$3,361,864	$11,013
2024	No data	No data	No data	No data
2023	$48,204	$104,663	$3,198,448	$-56,459
2022	$2,300,545	$120,655	$3,147,760	$2,179,890
2021	$38,024	$72,088	$958,309	$-34,064
2020	$79,816	$59,185	$992,373	$20,631
2019	$140,537	$63,063	$1,006,099	$77,474
2018	$79,436	$69,681	$931,929	$9,755

Fargo Alumni Association of Sigma Alpha Epsilon Fraternity