SIGMA ALPHA EPSILON FRATERNITY

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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

Principal Officer

ROB LEE

Phone

5152254506

Tax Period

2023-01-01 to 2023-12-31

SIGMA ALPHA EPSILON FRATERNITY, founded in 1967, is a small nonprofit that reported $106K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $132K exceeded revenue, resulting in a 25% operating deficit.

Mission

TO PROVIDE ROOM AND BOARD TO MEMBERS OF THE IOWA CHI CHAPTER OF SIGMA ALPHA EPSILON FRATERNITY AT THE UNIVERSITY OF NORTHERN IOWA.

Program Service Accomplishments

Program 1

TO PROVIDE ROOM AND BOARD TO MEMBERS OF THE IOWA CHI CHAPTER OF SIGMA ALPHA EPSILON FRATERNITY AT THE UNIVERSITY OF NORTHERN IOWA.

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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 $5,100

Program Service Revenue $99,468

Investment Income $5

Other Revenue $1,259

TOTAL REVENUE $105,832

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $132,426

TOTAL EXPENSES $132,426

Year-over-Year Comparison

	2023	2022	Change
Revenue	$105,832	$121,932	-0.1%
Expenses	$132,426	$159,597	-0.2%
Net Income	$-26,594	$-37,665	-0.3%

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
CONNER CALHOUN	ALUMNI ADVISOR	5.00	Director	$0	$0	$0
CRAIG CROSSLAND	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
TONY HULRBURT	BOARD MEMBER	1.00	Director	$0	$0	$0
NIC JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
SPENCER LARSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT LEE	BOARD VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
LARRY LYON	BOARD MEMBER	1.0	Director	$0	$0	$0
MARK MAZZIE	BOARD PRESIDENT	5.00	Officer Director	$0	$0	$0
JEFF MENZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON PFADENHAUER	BOARD TREASURER	5.00	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
2024	No data	No data	No data	No data
2023	$105,832	$132,426	$237,017	$-26,594
2022	$121,932	$159,597	$292,881	$-37,665
2021	$106,849	$144,181	$334,516	$-37,332
2020	$120,914	$140,835	$384,136	$-19,921
2019	$161,981	$155,570	$455,086	$6,411
2018	$160,826	$144,779	$487,587	$16,047