The University of Texas Sig Ep Foundation (EIN 263215395) - 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

1952

Legal Domicile

Principal Officer

TRENT WATKINS

Phone

5129175997

Tax Period

2023-07-01 to 2024-06-30

The University of Texas Sig Ep Foundation, founded in 1952, is a small nonprofit in the Community Improvement sector that reported $380K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $161K, a strong 42% operating margin.

Mission

PRESERVATION AND UPKEEP OF BUILDINGS USED BY SIGMA PHI EPSILON, A FRATERNITY AT THE UNIVERSITY OF TEXAS AT AUSTIN.

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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 $73,841

Program Service Revenue $241,800

Investment Income $64,340

Other Revenue $0

TOTAL REVENUE $379,981

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $217,178

Other Expenses $219,178

TOTAL EXPENSES $219,178

Year-over-Year Comparison

	2023	2022	Change
Revenue	$379,981	$351,004	+0.1%
Expenses	$219,178	$194,777	+0.1%
Net Income	$160,803	$156,227	+0.0%

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

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
TRENT WATKINS	PRESIDENT	1.0	Officer Director	$0	$0	$0
DOUG JONES	SECRETARY	1.0	Officer Director	$0	$0	$0
JERRY A SMITH JR	TREASURER	1.0	Officer Director	$0	$0	$0
JOE BABB	DIRECTOR	0.1	Director	$0	$0	$0
MAC MCELWRATH	DIRECTOR	0.1	Director	$0	$0	$0
FRED H THOMAS	DIRECTOR	0.1	Director	$0	$0	$0
MARK JOHNSON	DIRECTOR	0.1	Director	$0	$0	$0
CRAIG CASSELBERRY	DIRECTOR	0.1	Director	$0	$0	$0
STEVE CURRELL	DIRECTOR	0.1	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	No data	No data	No data	No data
2024	$379,981	$219,178	$5,608,658	$160,803
2023	$351,004	$194,777	$5,447,855	$156,227
2022	$284,472	$243,349	$5,291,628	$41,123
2021	$288,868	$133,085	$5,250,505	$155,783
2020	$276,684	$181,704	$5,094,722	$94,980
2019	$304,571	$264,956	$4,999,742	$39,615
2018	$264,462	$137,405	$4,960,127	$127,057

The University of Texas Sig Ep Foundation