SIGMA PHI EPSILON ALUMNI CORPORATION (EIN 351007721) - 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

1956

Legal Domicile

Phone

7657172560

Tax Period

2024-07-01 to 2025-06-30

SIGMA PHI EPSILON ALUMNI CORPORATION, founded in 1956, is a small nonprofit that reported $132K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $241K exceeded revenue, resulting in a 83% operating deficit.

Mission

PROVIDE FELLOWSHIP AND HOUSING FOR COLLEGE STUDENTS HELPING TO PREPARE THEM TO BE PRODUCTIVE MEMBER AND CONTRIBUTIONS TO SOCIETY

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,488

Program Service Revenue $129,496

Investment Income $0

Other Revenue $0

TOTAL REVENUE $131,984

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $240,941

Other Expenses $240,941

TOTAL EXPENSES $240,941

Year-over-Year Comparison

	2024	2023	Change
Revenue	$131,984	$147,484	-0.1%
Expenses	$240,941	$231,781	+0.0%
Net Income	$-108,957	$-84,297	+0.3%

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
SCOTT NEWLUND	PRESIDENT	1.00	Officer Director	$0	$0	$0
DON PARKS	TREASURER	1.00	Officer Director	$0	$0	$0
JEFF HULTMAN	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN SHARP	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL ARNOTT	DIRECTOR	1.00	Director	$0	$0	$0
JAMES BANTA	DIRECTOR	1.00	Director	$0	$0	$0
ERIC GREEN	DIRECTOR	0.00	Director	$0	$0	$0
ANDREW SHARP	DIRECTOR	0.00	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	$131,984	$240,941	$1,805,760	$-108,957
2024	$147,484	$231,781	$1,764,013	$-84,297
2023	$174,811	$220,060	$1,877,501	$-45,249
2022	$184,584	$258,761	$1,782,083	$-74,177
2021	$179,091	$266,438	$1,885,542	$-87,347
2020	$194,304	$240,066	$1,946,331	$-45,762
2019	$219,399	$289,591	$2,018,312	$-70,192

SIGMA PHI EPSILON ALUMNI CORPORATION