University of Arizona SEC Chapter … - Form 990 Financial Data

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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

1954

Legal Domicile

Principal Officer

Alec Bauer

Phone

8043531901

Tax Period

2023-07-01 to 2024-06-30

University of Arizona SEC Chapter of Sigma Phi Epsilon Fraternity, founded in 1954, is a small nonprofit in the Education sector that reported $463K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $427K left a modest 8% surplus.

Mission

To promote the social, intellectual, and moral development of University men of the University of Arizona Beta Chapter of Sigma Phi Epsilon Fraternity.

Program Service Accomplishments

Program 1

Revenue: $453,311

Program service revenue consists of Membership Dues and Assessments. Such program service service revenue is primarily used for: Social Events/Gatherings, Member Education and Enrichment...

Program service revenue consists of Membership Dues and Assessments. Such program service service revenue is primarily used for: Social Events/Gatherings, Member Education and Enrichment, Recruitment, and Community Service, and facilitate members' Meal obligations.

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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 $10,200

Program Service Revenue $453,311

Investment Income $0

Other Revenue $-1,000

TOTAL REVENUE $462,511

Expense Breakdown

Grants Paid $10,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $416,529

TOTAL EXPENSES $426,729

Year-over-Year Comparison

	2023	2022	Change
Revenue	$462,511	$350,538	+0.3%
Expenses	$426,729	$324,410	+0.3%
Net Income	$35,782	$26,128	+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

154

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
Alec Bauer	President (start Nov 23)	10	Officer Director	$0	$0	$0
Jack Marko	President (end Nov 23)	10	Officer Director	$0	$0	$0
Mateo Rooney	Vice President (start Nov 23)	10	Officer Director	$0	$0	$0
Jack McAnany	Vice President (end Nov 23)	10	Officer Director	$0	$0	$0
Ryan Freidman	VP of Finance (start Nov 23)	10	Officer Director	$0	$0	$0
Sergio Aguilera	VP of Finance (end Nov 23)	10	Officer Director	$0	$0	$0
Oscar Schwalb	VP of Communications (start Nov 23)	10	Officer Director	$0	$0	$0
Luke Marshall	VP of Communications (end Nov 23)	10	Officer Director	$0	$0	$0
Pierce Baldwin	Risk Manager (start Nov 23)	10	Officer Director	$0	$0	$0
Aiden David	Risk Manager (end Nov 23)	10	Officer Director	$0	$0	$0
AJ Attaran	VP of Recruitment (start Nov 23)	10	Officer Director	$0	$0	$0
Jackson Byrne	VP of Recruitment (end Nov 23)	10	Officer Director	$0	$0	$0
Jack Geary	VP of Member Development (start Nov 23)	10	Officer Director	$0	$0	$0
Lucas Warner	VP of Member Development (end Nov 23)	10	Officer Director	$0	$0	$0
Logan Solomon	Chaplain (start Nov 23)	10	Officer Director	$0	$0	$0
Ross Jorgenssen	Chaplain (end Nov 23)	10	Officer Director	$0	$0	$0
Jack Wilson	VP of Programming (start Nov 23)	10	Officer Director	$0	$0	$0
Cooper Newman	VP of Programming (end Nov 23)	10	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
2025	No data	No data	No data	No data
2024	$462,511	$426,729	$72,626	$35,782
2023	$350,538	$324,410	$36,844	$26,128
2019	$291,959	$284,589	$46,020	$7,370

University of Arizona SEC Chapter of Sigma Phi Epsilon Fraternity