WISCONSIN BETA SIGMA PHI EPSILON CORPORATION (EIN 271541742) - 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

DAVID HAUG

Tax Period

2017-07-01 to 2018-06-30

WISCONSIN BETA SIGMA PHI EPSILON CORPORATION, founded in 1953, is a micro nonprofit in the Recreation & Sports sector that reported $99K in total revenue in fiscal year 2017. Revenue fell 64% from the prior year — a significant decline worth monitoring. Expenses of $207K exceeded revenue, resulting in a 109% operating deficit.

Mission

TO PROVIDE CONTINUITY AND FINANCIAL STABILITY TO THE UNDERGRADUATE CHAPTER MEMBERS OF SIGMA PHI EPSILON AT THE UNIVERSITY OF WISCONSIN - MADISON AND MAINTAIN A CHAPTER FACILITY FOR UNDERGRADUATE MEMBERS.

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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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $99,164

Investment Income $15

Other Revenue $0

TOTAL REVENUE $99,179

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $207,366

TOTAL EXPENSES $207,366

Year-over-Year Comparison

	2017	2016	Change
Revenue	$99,179	$277,593	-0.6%
Expenses	$207,366	$321,180	-0.4%
Net Income	$-108,187	$-43,587	+1.5%

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
DAVID HAUG	PRESIDENT	5.00	Officer Director	$0	$0	$0
KENNETH MCHONE	VP OF FINANCIAL OPERATIONS	2.00	Officer Director	$0	$0	$0
BRIAN SCHNEIDER	VP OF HOUSING	5.00	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
2018	$99,179	$207,366	$2,223,095	$-108,187

WISCONSIN BETA SIGMA PHI EPSILON CORPORATION