SIGMA NU OF SOUTHEAST MISSOURI INC

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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

1995

Legal Domicile

Principal Officer

JOEL PHILPOTT

Phone

6186062022

Tax Period

2023-01-01 to 2023-12-31

SIGMA NU OF SOUTHEAST MISSOURI INC, founded in 1995, is a small nonprofit in the Education sector that reported $222K in total revenue in fiscal year 2023.

Mission

TO ASSIST THE MU KAPPA CHAPTER WITH HOUSING AND RELATED FINANCIAL MATTERS, ADVISE AND ASSIST WITH SCHOLARSHIP OBJECTIVES, AND PROMOTE ONGOING FELLOWSHIP AND BROTHERHOOD AMONG MU KAPPA ALUMNI.

Program Service Accomplishments

Program 1

SIGMA NU OF SOUTHEAST MISSOURI, INC. IS AN ALUMNI ORGANIZATION PRIMARILY OPERATING FOR THE BENEFIT OF ALMUNI AND CURRENT MU KAPPA CHAPTER MEMBERS OF SOUTHEAST MISSOURI STATE UNIVERSITY. THE...

SIGMA NU OF SOUTHEAST MISSOURI, INC. IS AN ALUMNI ORGANIZATION PRIMARILY OPERATING FOR THE BENEFIT OF ALMUNI AND CURRENT MU KAPPA CHAPTER MEMBERS OF SOUTHEAST MISSOURI STATE UNIVERSITY. THE ORGANIZATION ASSISTS THE MU KAPPA CHAPTER WITH HOUSING AND RELATED FINANCIAL MATTERS, ADVISES AND ASSISTS WITH SCHOLARSHIP OBJECTIVES, AND PROMOTES ONGOING FELLOWSHIP AND BROTHERHOOD AMOUNG MU KAPPA ALUMNI.

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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 $222,166

Investment Income $22

Other Revenue $0

TOTAL REVENUE $222,188

Expense Breakdown

Grants Paid $32,295

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $198,835

TOTAL EXPENSES $231,130

Year-over-Year Comparison

	2023	2022	Change
Revenue	$222,188	$226,395	0.0%
Expenses	$231,130	$241,853	0.0%
Net Income	$-8,942	$-15,458	-0.4%

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
JUSTIN JACOBS	PRESIDENT	2.00	Officer Director	$0	$0	$0
ANDY NEIL	VP - ENGAGEMENT	2.00	Officer Director	$0	$0	$0
JOSEPH WISE	VP - FINANCE AND TREASURER	2.00	Officer Director	$0	$0	$0
JOHN BALTZ	VP - HOUSING	2.00	Officer Director	$0	$0	$0
DOUGLAS GRAY JR	VP - CHAPTER ADVISING	2.00	Officer Director	$0	$0	$0
JACOB RISK	SECRETARY/RECORDER	2.00	Officer Director	$0	$0	$0
ALEX BARGEN	DIR. SCHOLARSHIP & FDN AFFAIRS	2.00	Director	$0	$0	$0
DANIEL FREW	DIR. ACTIVE - ALUMNI TRANSITION	2.00	Director	$0	$0	$0
KEVIN KOZUSZEK	CHAIRMAN - ALUMNI ADV. BOARD	2.00	Director	$0	$0	$0
LOGAN PHILLIPS	MEMBER	2.00	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
2023	$222,188	$231,130	$303,127	$-8,942
2022	$226,395	$241,853	$358,519	$-15,458
2021	$210,048	$227,036	$380,307	$-16,988
2020	$155,232	$197,773	$378,406	$-42,541
2019	$223,218	$209,372	$303,805	$13,846
2018	$216,093	$199,163	$290,510	$16,930