OHIO ETA HOUSE CORP OF SIGMA PHI EPSILON (EIN 311019438) - 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

1949

Legal Domicile

Principal Officer

BILL GREER

Phone

4402273353

Tax Period

2023-01-01 to 2023-12-31

OHIO ETA HOUSE CORP OF SIGMA PHI EPSILON, founded in 1949, is a small nonprofit that reported $341K in total revenue in fiscal year 2023. Revenue surged 133% from the prior year, signaling strong growth momentum. The organization ran a surplus of $70K, a strong 21% operating margin.

Mission

PROVIDE HOUSING AND SCHOLARSHIPS FOR STUDENTS ATTENDING MIAMI UNIVERSITY IN OXFORD, OH.

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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 $2,000

Program Service Revenue $198,449

Investment Income $586

Other Revenue $139,825

TOTAL REVENUE $340,860

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $270,705

TOTAL EXPENSES $270,705

Year-over-Year Comparison

	2023	2022	Change
Revenue	$340,860	$146,327	+1.3%
Expenses	$270,705	$102,502	+1.6%
Net Income	$70,155	$43,825	+0.6%

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
JEFF CHRISTAIN	TREASURER	10.00	Officer	$0	$0	$0
CARY DICE	SECRETARY	10.00	Officer	$0	$0	$0
BILL GREER	PRESIDENT	10.00	Officer	$0	$0	$0
STEVE LARGE	CHAPTER COUN	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
2024	No data	No data	No data	No data
2023	$340,860	$270,705	$1,069,595	$70,155
2022	$146,327	$102,502	$1,071,927	$43,825
2021	$101,366	$148,189	$1,010,262	$-46,823
2020	$107,897	$148,165	$1,092,461	$-40,268
2019	$197,188	$142,849	$1,164,522	$54,339
2018	$264,363	$176,670	$1,171,517	$87,693

OHIO ETA HOUSE CORP OF SIGMA PHI EPSILON