Alabama Beta Chapter of the Sigma Phi Epsilon Fraternity (EIN 462071035) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1927

Legal Domicile

Principal Officer

Preston Vaughan

Phone

8043531901

Tax Period

2025-01-01 to 2025-06-30

ALABAMA BETA CHAPTER OF THE SIGMA PHI EPSILON FRATERNITY, founded in 1927, is a small nonprofit in the Education sector that reported $827K in total revenue in fiscal year 2018. Revenue surged 115% from the prior year, signaling strong growth momentum.

Mission

Social Club: Fraternity. 195 Members.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $3,500

Program Service Revenue $902,794

Investment Income $0

Other Revenue $-1,750

TOTAL REVENUE $904,544

Expense Breakdown

Grants Paid $8,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $924,100

TOTAL EXPENSES $932,600

Year-over-Year Comparison

	2025	2024	Change
Revenue	$904,544	$1,687,977	-0.5%
Expenses	$932,600	$1,672,545	-0.4%
Net Income	$-28,056	$15,432	-2.8%

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

195

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
Cannon Bosarge	President	20	Officer Director	$0	$0	$0
Russell Malone	Vice President Programming	10	Officer Director	$0	$0	$0
Chase McCullough	Vice President of Finance	10	Officer Director	$0	$0	$0
Johnathon McCormick	Vice President of Operations	5	Officer Director	$0	$0	$0
Aaron McFarland	Vice President of Communications	5	Officer Director	$0	$0	$0
Reid Patterson	Vice President of Recruitment	5	Officer Director	$0	$0	$0
Jett Peterson	Chaplain	5	Officer Director	$0	$0	$0
Hunter Stamm	VP of Philanthropy	5	Officer Director	$0	$0	$0
Dylan Ayres	Vice President of Member Development	5	Officer	$0	$0	$0
Henry Glover	VP of Learning Committee	5.00	Officer	$0	$0	$0
Max Sweatman	Secretary	5	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
2025	$904,544	$932,600	$24,528	$-28,056
2024	$1,687,977	$1,672,545	$52,584	$15,432
2023	$1,272,359	$1,305,561	$37,152	$-33,202
2022	$1,277,413	$1,330,512	$70,354	$-53,099
2021	$963,473	$852,289	$123,614	$111,184
2020	$812,264	$802,445	$12,430	$9,819
2018	$826,640	$811,774	$70,921	$14,866

Alabama Beta Chapter of the Sigma Phi Epsilon Fraternity