SIGMA PHI EPSILON FRATERNITY OHIO GAMMA CHAPTER (EIN 314383561) - 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

1941

Legal Domicile

Principal Officer

PAUL KIRKENDALL

Phone

4192332340

Tax Period

2023-09-01 to 2024-08-31

SIGMA PHI EPSILON FRATERNITY OHIO GAMMA CHAPTER, founded in 1941, is a micro nonprofit that reported $82K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $92K exceeded revenue, resulting in a 11% operating deficit.

Mission

PROVIDE SOCIAL/ACADEMIC/EDUCATION ACTIVITIES AND HOUSING/MEALS FOR STUDENT MEMBERS OF SIGMA PHI EPSILON FRATERNITY AT 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 $82,497

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $82,497

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $91,712

TOTAL EXPENSES $91,712

Year-over-Year Comparison

	2023	2022	Change
Revenue	$82,497	$73,504	+0.1%
Expenses	$91,712	$64,552	+0.4%
Net Income	$-9,215	$8,952	-2.0%

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
BRYCE EAGON	PRESIDENT	10.00	Officer Director	$0	$0	$0
ANTONY LEQUANG	VP OF PROGRAMMING	8.00	Director	$0	$0	$0
KYLE MOYER	VP OF RECRUITMENT	5.00	Director	$0	$0	$0
JASON COTENOFF	VP OF MEMBER DEVELOPMENT	6.00	Director	$0	$0	$0
NATE D'AGOSTINO	CHAPLAIN	5.00	Director	$0	$0	$0
AAKASH CHAWLA	VP OF FINANCE	5.00	Director	$0	$0	$0
COLE TRUSSO	VP OF COMMUNICATIONS	3.00	Director	$0	$0	$0
AIDAN ROHRER	VP OF COMMUNITY ENGAGEMENT	5.00	Director	$0	$0	$0
PEDRO RODRIGUEZ	VP OF RESIDENTIAL LERANING COMMUNITY	4.00	Director	$0	$0	$0
JOHN WAGGONER	AVC PRESIDENT	4.00	Director	$0	$0	$0
MIKE ZION	AVC VP	4.00	Director	$0	$0	$0
PAUL KIRKENDALL	AVC TREASURER	4.00	Director	$0	$0	$0
TOM VETTER	AVC SECRETARY	4.00	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	$82,497	$91,712	$298	$-9,215
2023	$73,504	$64,552	$9,513	$8,952
2022	$59,868	$62,361	$423	$-2,493
2021	$33,561	$31,722	$2,916	$1,839
2020	$8,439	$12,684	$1,077	$-4,245
2019	$64,295	$64,329	$5,255	$-34

SIGMA PHI EPSILON FRATERNITY OHIO GAMMA CHAPTER