Ohio Theta Chapter of Sigma Alpha Epsilon Fraternity (EIN 311345461) - 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

1892

Legal Domicile

Principal Officer

Juan Faria

Phone

2243070659

Tax Period

2023-07-01 to 2024-06-30

SIGMA ALPHA EPSILON FRATERNITY, founded in 1892, is a small nonprofit in the Education sector that reported $486K in total revenue in fiscal year 2021. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $414K left a modest 15% surplus.

Mission

Undergraduate Collegiate Fraternity at The Ohio State University

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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 $558,147

Investment Income $0

Other Revenue $113,999

TOTAL REVENUE $672,146

Expense Breakdown

Grants Paid $0

Salaries & Benefits $70,272

Fundraising Expenses $0

Program Expenses $828,733

Other Expenses $758,461

TOTAL EXPENSES $828,733

Year-over-Year Comparison

	2023	2022	Change
Revenue	$672,146	$523,184	+0.3%
Expenses	$828,733	$496,102	+0.7%
Net Income	$-156,587	$27,082	-6.8%

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

130

Independent Members

130

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
Gregory Somers	CEO	2.00	Director	$0	$0	$0
Juan Faria	Controller	2.00	Director	$0	$0	$0
Jake Parrish	President	10.00	Officer	$0	$0	$0
Jayden Stewart	Vice President	10.00	Officer	$0	$0	$0
Justin Sexauer	Treasurer	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	$672,146	$828,733	$43,971	$-156,587
2023	$523,184	$496,102	$252,644	$27,082
2022	$486,431	$414,057	$103,863	$72,374

Ohio Theta Chapter of Sigma Alpha Epsilon Fraternity