PA Alpha Zeta Association of the Sigma Alpha Epsilon Fraternity (EIN 246018475) - 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

1953

Legal Domicile

Principal Officer

Juan Faria

Phone

2243070659

Tax Period

2023-07-01 to 2024-06-30

PA Alpha Zeta Association of the Sigma Alpha Epsilon Fraternity, founded in 1953, is a small nonprofit that reported $215K in total revenue in fiscal year 2023. Expenses of $239K exceeded revenue, resulting in a 11% operating deficit.

Mission

Fraternity House for the Pennsylvania Alpha-Zeta Chapter of Sigma Alpha Epsilon 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $194,982

Investment Income $9

Other Revenue $19,550

TOTAL REVENUE $214,541

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $238,746

Other Expenses $238,746

TOTAL EXPENSES $238,746

Year-over-Year Comparison

	2023	2022	Change
Revenue	$214,541	$213,885	+0.0%
Expenses	$238,746	$133,982	+0.8%
Net Income	$-24,205	$79,903	-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

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
Mark Christie	President	10.00	Officer	$0	$0	$0
Tom Chaffee	Vice President	10.00	Officer	$0	$0	$0
Mark McSorley	Treasurer	10.00	Officer	$0	$0	$0
Gregory Somers	CEO	2.00	Director	$0	$0	$0
Juan Faria	Controller	2.00	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
2024	$214,541	$238,746	$2,183,349	$-24,205
2023	$131,500	$166,740	$977,961	$-35,240
2022	$174,247	$31,662	$1,013,457	$142,585
2021	$120,871	$11,071	$901,477	$109,800

PA Alpha Zeta Association of the Sigma Alpha Epsilon Fraternity