California Alpha Sig EP AVC INC (EIN 320344112) - 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

2004

Legal Domicile

Principal Officer

Matthew Bunch

Phone

4153789300

Tax Period

2018-07-01 to 2019-06-30

California Alpha Sig EP AVC INC, founded in 2004, is a small nonprofit that reported $267K in total revenue in fiscal year 2018. Revenue decreased 17% compared to the prior year. Expenses of $246K left a modest 8% surplus.

Mission

To support the creation and maintenance of a Sigma Phi Epsilon Fraternity Chapter at The University of California at Berkeley.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $258,525

Investment Income $8,216

Other Revenue $0

TOTAL REVENUE $266,741

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $246,020

TOTAL EXPENSES $246,020

Year-over-Year Comparison

	2018	2017	Change
Revenue	$266,741	$320,179	-0.2%
Expenses	$246,020	$231,302	+0.1%
Net Income	$20,721	$88,877	-0.8%

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

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
Stephen Young	VP of Housing	2.00	Officer Director	$0	$0	$0
Chuck Stegman	VP of Finance	2.00	Officer Director	$0	$0	$0
Matthew Bunch	President	2.00	Officer Director	$0	$0	$0
Luke Madera	VP Alumni Rel.	2.00	Officer Director	$0	$0	$0
Clifford Whitlock	Director	2.00	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
2019	$266,741	$246,020	$470,360	$20,721

California Alpha Sig EP AVC INC