SIGMA ALPHA EPSILON FRATERNITY (EIN 420887635) - 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

1921

Legal Domicile

Principal Officer

GREG BRANDT

Phone

5155540964

Tax Period

2023-07-01 to 2024-06-30

SIGMA ALPHA EPSILON FRATERNITY, founded in 1921, is a small nonprofit that reported $324K in total revenue in fiscal year 2023. Revenue surged 273% from the prior year, signaling strong growth momentum. The organization ran a surplus of $114K, a strong 35% operating margin.

Mission

TO OPERATE AND MAINTAIN A CHAPTER HOUSE FOR THE DRAKE UNIVERSITY CHAPTER OF SIGMA ALPHA EPSILON FRATERNITY

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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 $320,723

Program Service Revenue $0

Investment Income $3,642

Other Revenue $0

TOTAL REVENUE $324,365

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $210,443

TOTAL EXPENSES $210,443

Year-over-Year Comparison

	2023	2022	Change
Revenue	$324,365	$86,991	+2.7%
Expenses	$210,443	$136,464	+0.5%
Net Income	$113,922	$-49,473	-3.3%

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

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
Travis Sutton	President	5	Officer	$0	$0	$0
Tom Logan	Vice President	5	Officer	$0	$0	$0
Greg Brandt	Treasurer	5	Officer	$0	$0	$0
Pete Peterson	Secretary	5	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	No data	No data	No data	No data
2024	$324,365	$210,443	$1,089,806	$113,922
2023	$86,991	$136,464	$1,005,693	$-49,473
2022	$70,038	$183,833	$1,084,006	$-113,795
2021	$231,330	$201,983	$1,226,803	$29,347

SIGMA ALPHA EPSILON FRATERNITY