ALUMNI ASSOCIATION OF SIGMA THETA CHAPTER OF SIGMA ALPHA MU FRATERNITY (EIN 263160520) - 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

1941

Legal Domicile

Principal Officer

BRUCE E BERNSTIEN

Phone

2147060837

Tax Period

2023-08-01 to 2024-07-31

ALUMNI ASSOCIATION OF SIGMA THETA CHAPTER OF SIGMA ALPHA MU FRATERNITY, founded in 1941, is a small nonprofit that reported $281K in total revenue in fiscal year 2023. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $117K, a strong 42% operating margin.

Mission

TO HOLD AND MAINTAIN PROPERTY FOR THE BENEFIT OF THE SIGMA THETA CHAPTER OF SIGMA ALPHA MU 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 $0

Investment Income $0

Other Revenue $281,336

TOTAL REVENUE $281,336

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $164,366

TOTAL EXPENSES $164,366

Year-over-Year Comparison

	2023	2022	Change
Revenue	$281,336	$188,880	+0.5%
Expenses	$164,366	$138,862	+0.2%
Net Income	$116,970	$50,018	+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
BRUCE E BERNSTIEN	PRESIDENT	1.0	Officer Director	$0	$0	$0
BRADLEY J GREENBLUM	SECRETARY	1.0	Officer Director	$0	$0	$0
Marc E PERLSTEIN	TREASURER	1.0	Officer 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	$281,336	$164,366	$840,357	$116,970
2023	$188,880	$138,862	$732,526	$50,018
2022	$171,018	$136,994	$682,900	$34,024
2021	$100,000	$135,309	$647,807	$-35,309
2020	$160,000	$128,317	$729,106	$31,683
2019	$160,000	$114,885	$722,868	$45,115
2018	$150,000	$94,993	$705,950	$55,007

ALUMNI ASSOCIATION OF SIGMA THETA CHAPTER OF SIGMA ALPHA MU FRATERNITY