New Hampshire Beta Chapter of Sigma Alpha Epsilon Fraternity (EIN 263309032) - 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

1917

Legal Domicile

Principal Officer

Juan Faria

Phone

2243070659

Tax Period

2023-07-01 to 2024-06-30

New Hampshire Beta Chapter of Sigma Alpha Epsilon Fraternity, founded in 1917, is a small nonprofit in the Education sector that reported $525K in total revenue in fiscal year 2023. Revenue surged 1546% from the prior year, signaling strong growth momentum. The organization ran a surplus of $92K, a strong 18% operating margin.

Mission

Undergraduate collegiate fraternity at the University of New Hampshire.

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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 $381,115

Investment Income $0

Other Revenue $143,618

TOTAL REVENUE $524,733

Expense Breakdown

Grants Paid $0

Salaries & Benefits $66,225

Fundraising Expenses $0

Program Expenses $432,444

Other Expenses $366,219

TOTAL EXPENSES $432,444

Year-over-Year Comparison

	2023	2022	Change
Revenue	$524,733	$31,875	+15.5%
Expenses	$432,444	$73,040	+4.9%
Net Income	$92,289	$-41,165	-3.2%

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

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
Juan I Faria	Controller	2.00	Director	$0	$0	$0
Gregory P Somers	CEO	2.00	Director	$0	$0	$0
Brendan McCarthy	President	10.00	Officer	$0	$0	$0
Luke Volpe	Treasurer	10.00	Officer	$0	$0	$0
Alex Leonard	Vice President	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
2025	No data	No data	No data	No data
2024	$524,733	$432,444	$11,650	$92,289
2023	$31,875	$73,040	$33,217	$-41,165
2022	$510,479	$548,114	$106,920	$-37,635
2021	$410,500	$438,685	$41,474	$-28,185
2020	$438,257	$382,593	$92,550	$55,664
2019	$168,871	$495,591	$12,126	$-326,720
2018	$462,454	$383,318	$26,416	$79,136

New Hampshire Beta Chapter of Sigma Alpha Epsilon Fraternity