PI SIGMA EPSILON NATIONAL EDUCATIONAL FOUNDATION INC

EIN: 391650560 501(c)(3)

GREENFIELD, WI

Total Revenue
$380,585
Total Expenses
$245,623
Total Assets
$1,021,656
Net Assets
$897,881
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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
1967
Legal Domicile
GA
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

TO AID COLLEGE STUDENTS WHO ARE MEMBERS OF, OR WHO ARE PLEDGED TO BECOME MEMBERS OF, THE PI SIGMA EPSILON NATIONAL PROFESSIONAL FRATERNITY: TO ACHIEVE AND MAINTAIN HIGH SCHOLASTIC STANDING; TO ADD TO THEIR GENERAL CULTURE AND KNOWLEDGE, AS WELL AS TO THEIR ABILITY AND DESIRE TO COOPERATE WITH, AND WORK IN HARMONY WITH, THEIR FELLOWMEN IN PROMOTING THOSE THINGS OF A CIVIC, RELIGIOUS OR EDUCATIONAL NATURE WHICH ARE FOR THE GENERAL GOOD OF THE UNIVERSITY WHICH THEY ATTEND; AND TO MAINTAIN THEMSELVES WHILE ATTENDING COLLEGE.

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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%)

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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
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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

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Governance

Voting Members
25
Independent Members
25
Employees
N/A
Volunteers
56

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
4
$0
Total Directors
24
$0
Key Employees
0
$0
Highest Compensated
0
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
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