IOWA GAMMA ALUMNI OF SIGMA PHI EPSILON (EIN 421148027) - 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

1917

Legal Domicile

Principal Officer

MATTHEW MALEY

Phone

3123429234

Tax Period

2023-01-01 to 2023-12-31

IOWA GAMMA ALUMNI OF SIGMA PHI EPSILON, founded in 1917, is a small nonprofit in the Education sector that reported $556K in total revenue in fiscal year 2023. Revenue surged 78% from the prior year, signaling strong growth momentum. The organization ran a surplus of $365K, a strong 66% operating margin.

Mission

TO PROVIDE HOUSING TO MEMBERS OF SIGMA PHI EPSILON IOWA GAMMA CHAPTER.

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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 $248,702

Program Service Revenue $306,471

Investment Income $329

Other Revenue $0

TOTAL REVENUE $555,502

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $190,696

TOTAL EXPENSES $190,696

Year-over-Year Comparison

	2023	2022	Change
Revenue	$555,502	$311,850	+0.8%
Expenses	$190,696	$256,164	-0.3%
Net Income	$364,806	$55,686	+5.6%

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
MATTHEW MALEY	PRESIDENT	10.00	Officer	$0	$0	$0
ASHISH SHAH	TREASURER	10.00	Officer	$0	$0	$0
SCOTT SHAW	CHAPTER COUN	10.00	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
2024	No data	No data	No data	No data
2023	$555,502	$190,696	$2,755,864	$364,806
2022	$311,850	$256,164	$2,397,387	$55,686
2021	$201,244	$232,992	$2,382,110	$-31,748
2020	$159,888	$144,427	$2,423,563	$15,461
2019	$465,133	$159,049	$1,316,062	$306,084
2018	$152,318	$161,460	$598,491	$-9,142

IOWA GAMMA ALUMNI OF SIGMA PHI EPSILON