SIGMA PHI EPSILON (EIN 430740569) - 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

2005

Legal Domicile

Principal Officer

TREY SHRENCKENBERG

Phone

5733648577

Tax Period

2024-08-01 to 2025-07-31

SIGMA PHI EPSILON, founded in 2005, is a small nonprofit that reported $768K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $744K left a modest 3% surplus.

Mission

STUDENT HOUSING

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $764,819

Investment Income $3,382

Other Revenue $0

TOTAL REVENUE $768,201

Expense Breakdown

Grants Paid $5,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $744,383

Other Expenses $680,308

TOTAL EXPENSES $744,383

Year-over-Year Comparison

	2024	2023	Change
Revenue	$768,201	$703,091	+0.1%
Expenses	$744,383	$741,736	+0.0%
Net Income	$23,818	$-38,645	-1.6%

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

N/A

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
JACOB GAMBINO	VP SLC	1.00	Director	$0	$0	$0
GRANT LANGE	VP FINANCE	1.00	Director	$0	$0	$0
MORGEN OLES	HOUSE MANAGER	1.00	Director	$0	$0	$0
RYAN EWALD	SCHOLARSHIP OFFICER	1.00	Director	$0	$0	$0
DYLAN BREWER	STEWARD	1.00	Director	$0	$0	$0
TRISTEN PEKARCK	CHAPLAIN	1.00	Director	$0	$0	$0
ALEX TOUAMI	VP RISK MANAGEMENT	1.00	Director	$0	$0	$0
JASON LEE	VP COMMUNICATIONS	1.00	Director	$0	$0	$0
ANDY OITKER	VP MEMBER DEVELOPMENT	1.00	Director	$0	$0	$0
TREY SHRENCKENBERG	PRESIDENT	1.00	Officer Director	$0	$0	$0
RYAN RUSSELL	VP PROGRAMMING	1.00	Director	$0	$0	$0
ELIJAH CEESAY	VP RECRUITMENT	1.00	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	$768,201	$744,383	$139,408	$23,818
2024	$703,091	$741,736	$110,850	$-38,645
2023	$679,792	$734,746	$144,350	$-54,954
2022	$791,988	$748,956	$197,343	$43,032
2021	$715,704	$641,364	$154,311	$74,340
2020	$656,346	$619,134	$74,541	$37,212
2019	$718,573	$737,637	$37,154	$-19,064

SIGMA PHI EPSILON