PI SIGMA EPSILON NATIONAL EDUCATIO… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1967

Legal Domicile

Principal Officer

JOAN ROGALA

Phone

4143281952

Tax Period

2024-07-01 to 2025-06-30

PI SIGMA EPSILON NATIONAL EDUCATIONAL FOUNDATION INC, founded in 1967, is a small nonprofit that reported $381K in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $135K, a strong 35% operating margin.

Mission

THE MISSION OF PI SIGMA EPSILON NATIONAL EDUCATIONAL FOUNDATION, INC. IS TO ALLOW INDIVIDUALS AND ORGANIZATIONS THE OPPORTUNITY TO SUPPORT THE FOSTERING OF SALES AND MARKETING EDUCATION AND ENCOURAGE HIGH SCHOLASTIC ACHIEVEMENT IN THOSE FIELDS.

Program Service Accomplishments

Program 1

Expenses: $173,782 Revenue: $32,885

ADVANCEMENT OF SALES AND MARKETING - PI SIGMA EPSILON NATIONAL EDUCATIONAL FOUNDATION (PSENEF) HOLDS THE NATIONAL CONVENTION WHICH PROVIDES A COMPETITION FOR SCHOLARSHIPS AND ENHANCES PUBLIC...

ADVANCEMENT OF SALES AND MARKETING - PI SIGMA EPSILON NATIONAL EDUCATIONAL FOUNDATION (PSENEF) HOLDS THE NATIONAL CONVENTION WHICH PROVIDES A COMPETITION FOR SCHOLARSHIPS AND ENHANCES PUBLIC AWARENESS OF THE POSITIVE ATTRIBUTES OF THE MARKETING PROFESSION. THE NATIONAL CONVENTION PROVIDES A CAREER FAIR OF 25 NATIONAL COMPANIES, SALES FACULTY EXCHANGING SCHOLASTIC PAPERS, AND THE PEDAGOGY OF TEACHING SALES. PSENEF ALSO HOLDS THE NATIONAL CONFERENCE IN SALES MANAGEMENT SALES. PSENEF (NCSM) WHICH IS A FACULTY CONFERENCE THAT OCCURS ONCE A YEAR.PSENEF ALSO OWNS, MU KAPPA TAU, A NATIONAL MARKETING HONOR SOCIETY, A SECTION 501(C)(3) ORGANIZATION. OTHER PROGRAMS AID MEMBERS AND CHAPTER CONSULTANTS OF PI SIGMA EPSILON THROUGH SCHOLARSHIPS, GRANTS AND AWARDS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $274,842

Program Service Revenue $32,102

Investment Income $21,497

Other Revenue $52,144

TOTAL REVENUE $380,585

Expense Breakdown

Grants Paid $128,497

Salaries & Benefits $0

Fundraising Expenses $607

Program Expenses $173,782

Other Expenses $117,126

TOTAL EXPENSES $245,623

Year-over-Year Comparison

	2024	2023	Change
Revenue	$380,585	$253,622	+0.5%
Expenses	$245,623	$176,236	+0.4%
Net Income	$134,962	$77,386	+0.7%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
BILL SCHAEFER	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN ANDERSEN	TRUSTEE	1.00	Director	$0	$0	$0
DAVID KEELING	TRUSTEE	1.00	Director	$0	$0	$0
DONALD NORRIS	TRUSTEE	1.00	Director	$0	$0	$0
JON SALVANI	TRUSTEE	1.00	Director	$0	$0	$0
KATIE HARTMAN	TRUSTEE	1.00	Director	$0	$0	$0
KELSEA KIENE	TRUSTEE	1.00	Director	$0	$0	$0
LARRY BONDS	TRUSTEE	1.00	Director	$0	$0	$0
LEE MELANCON	TRUSTEE	1.00	Director	$0	$0	$0
MAGGIE BYRNE	TRUSTEE	1.00	Director	$0	$0	$0
MARK KHALIL	TRUSTEE	1.00	Director	$0	$0	$0
MATTHEW BUNKER	TRUSTEE	1.00	Director	$0	$0	$0
PHILIP MUSSON	TRUSTEE	1.00	Director	$0	$0	$0
RACHAEL BOWLING	TRUSTEE	1.00	Director	$0	$0	$0
ROBB CARLSON	TRUSTEE	1.00	Director	$0	$0	$0
STEVE ROGERS	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS NATE	TRUSTEE	1.00	Director	$0	$0	$0
TIMOTHY HYLAND	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK LINDSAY	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JOE ASHBEE	VICE CHAIRMAN/TREASURER	1.00	Officer Director	$0	$0	$0
ROB BOOSTROM	SECRETARY/MKT PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRIS WOOTEN	PSE EXECUTIVE VICE PRESIDENT	1.00	Director	$0	$0	$0
RON POFF	PSE NATIONAL PRESIDENT	1.00	Director	$0	$0	$0
JOSH TAYLOR	PSE ALUMNI VICE PRESIDENT	1.00	Director	$0	$0	$0
JOAN ROGALA	PSE CEO	1.00	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	$380,585	$245,623	$1,021,656	$134,962
2024	$253,622	$176,236	$820,975	$77,386
2023	$198,234	$177,972	$690,665	$20,262
2022	$189,575	$147,622	$625,492	$41,953
2021	$319,697	$290,960	$765,857	$28,737
2019	$577,881	$609,046	$912,356	$-31,165
2018	$556,533	$583,158	$992,328	$-26,625

PI SIGMA EPSILON NATIONAL EDUCATIONAL FOUNDATION INC