SIGMA ALPHA EPSILON EDUCATIONAL & CHARITABLE FUND-MO ALPHA (EIN 364660846) - 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

2009

Legal Domicile

Principal Officer

SEAN P HAGGERTY

Phone

8165479390

Tax Period

2021-01-01 to 2021-12-31

SIGMA ALPHA EPSILON EDUCATIONAL & CHARITABLE FUND-MO ALPHA, founded in 2009, is a micro nonprofit in the Education sector that reported $13K in total revenue in fiscal year 2021. Revenue fell 73% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $12K, a strong 98% operating margin.

Mission

To provide educational and charitable support to the Sigma Alpha Epsilon chapter at the University of MO. The organization will make grants that provide

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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 (2021)

Revenue Breakdown

Contributions & Grants $12,478

Program Service Revenue $0

Investment Income $38

Other Revenue $0

TOTAL REVENUE $12,516

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $312

Other Expenses $312

TOTAL EXPENSES $312

Year-over-Year Comparison

	2021	2020	Change
Revenue	$12,516	$45,954	-0.7%
Expenses	$312	$588	-0.5%
Net Income	$12,204	$45,366	-0.7%

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
SEAN P HAGGERTY	PRESIDENT & TREAS	5.00	Officer	$0	$0	$0
MATTHEW LEISMAN	VICE PRESIDENT	2.00	Officer	$0	$0	$0
ROB BRUER	SECRETARY	2.00	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
2021	$12,516	$312	$136,812	$12,204
2020	$45,954	$588	$124,608	$45,366
2019	$13,382	$104,077	$79,242	$-90,695
2018	$159,314	$151,441	$169,937	$7,873

SIGMA ALPHA EPSILON EDUCATIONAL & CHARITABLE FUND-MO ALPHA