SIGMA PHI EPSILON FRATERNITY ALUMNI INC (EIN 411348966) - 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

1949

Legal Domicile

Principal Officer

DANNY J CZAJA JR

Phone

6126245015

Tax Period

2023-07-01 to 2024-06-30

SIGMA PHI EPSILON FRATERNITY ALUMNI INC, founded in 1949, is a small nonprofit that reported $569K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

SIGMA PHI EPSILON IS A LOCAL COLLEGIATE SOCIAL FRATERNITY AT THE UNIVERSITY OF MINNESOTA FOCUSED ON THE DEVELOPMENT OF LEADERSHIP SKILLS OF ITS MEMBERSHIP. THE ORGANIZATION CONDUCTS, BUT IS NOT LIMITED TO, LEADERSHIP TRAINING, SOCIAL EVENTS AND ACADEMIC SKILL BUILDING.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $562,152

Investment Income $342

Other Revenue $6,807

TOTAL REVENUE $569,301

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $565,545

TOTAL EXPENSES $565,545

Year-over-Year Comparison

	2023	2022	Change
Revenue	$569,301	$516,572	+0.1%
Expenses	$565,545	$524,734	+0.1%
Net Income	$3,756	$-8,162	-1.5%

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
JEFF SOMROCK	PRESIDENT	3.00	Officer Director	$0	$0	$0
JASON SOMROCK	VP FACILITIES	3.00	Officer Director	$0	$0	$0
CHRIS VOKRACKA	VP ALUMNI RELATIONS	3.00	Officer Director	$0	$0	$0
DANNY CZAJA	TREASURER	7.00	Officer 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	No data	No data	No data	No data
2024	$569,301	$565,545	$1,323,663	$3,756
2023	$516,572	$524,734	$1,360,255	$-8,162
2022	$512,768	$538,328	$1,429,479	$-25,560
2021	$334,423	$424,259	$1,487,775	$-89,836
2020	$497,651	$418,066	$1,292,449	$79,585
2019	$438,939	$486,066	$1,243,525	$-47,127
2018	$500,119	$453,737	$1,312,393	$46,382

SIGMA PHI EPSILON FRATERNITY ALUMNI INC