SIGMA ALPHA EPSILON FRATERNITY MASSACHUSETTS IOTA-TAU CHAPTER (EIN 461039830) - 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

2011

Legal Domicile

Principal Officer

JOHN PAYNE

Phone

8605619655

Tax Period

2022-07-01 to 2023-06-30

SIGMA ALPHA EPSILON FRATERNITY MASSACHUSETTS IOTA-TAU CHAPTER, founded in 2011, is a small nonprofit that reported $253K in total revenue in fiscal year 2022. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $226K left a modest 11% surplus.

Mission

MIT SAE UNDERGRADUATE FRATERNITY ORGANIZATION PROVIDES HOUSING TO UNDERGRADUATE MEMBERS AND SUPPORTS UNDERGRADUATE MEMBERS' SOCIAL AND CHARITBALE COMMUNITY ACTIVITIES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $23,397

Program Service Revenue $229,186

Investment Income $0

Other Revenue $0

TOTAL REVENUE $252,583

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $218,394

Other Expenses $225,558

TOTAL EXPENSES $225,558

Year-over-Year Comparison

	2022	2021	Change
Revenue	$252,583	$198,002	+0.3%
Expenses	$225,558	$199,641	+0.1%
Net Income	$27,025	$-1,639	-17.5%

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
JT Markowitz	President	1.00	Officer	$0	$0	$0
JOHN PAYNE	Treasurer	1.00	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
2023	$252,583	$225,558	$39,418	$27,025
2022	$198,002	$199,641	$12,393	$-1,639
2021	$10,310	$37,117	$14,032	$-26,807
2020	$151,620	$124,023	$40,839	$27,597
2019	$211,625	$210,267	$13,242	$1,358

SIGMA ALPHA EPSILON FRATERNITY MASSACHUSETTS IOTA-TAU CHAPTER