SIGEP LEAD FUND (EIN 462360689) - 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

2013

Legal Domicile

Principal Officer

BRIAN WARREN

Phone

8046121408

Tax Period

2024-07-01 to 2025-06-30

SIGEP LEAD FUND, founded in 2013, is a community nonprofit in the Education sector that reported $2.3M in total revenue in fiscal year 2017. Revenue surged 51% from the prior year, signaling strong growth momentum. Expenses of $2.6M exceeded revenue, resulting in a 12% operating deficit.

Mission

TO PROVIDE MEMBERS WITH THE MOST RELEVANT AND IMPACTFUL EDUCATION TO DEVELOPMENT INTO LEADERS BOTH IN AND AFTER COLLEGE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,796,064

Program Service Revenue $326,746

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,122,810

Expense Breakdown

Grants Paid $0

Salaries & Benefits $740,589

Fundraising Expenses $0

Program Expenses $1,851,955

Other Expenses $1,382,221

TOTAL EXPENSES $2,122,810

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,122,810	$3,375,788	-0.4%
Expenses	$2,122,810	$3,375,788	-0.4%
Net Income	$0	$0	N/A

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

1166

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

$765,273

Total Directors

$1,310,751

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN WARREN JR	PRESIDENT	2.00	Officer Director	$0	$15,875	$329,961
ALEC KENDALL	TREASURER	6.00	Officer Director	$0	$5,131	$116,474
STACY NICODEMUS	SECRETARY	40.00	Officer Director	$0	$11,591	$134,579
PATRICK GITHENS	DIRECTOR	40.00	Director	$0	$5,091	$74,510
JASON HALTERMAN	DIRECTOR	40.00	Director	$0	$9,591	$98,419
JACE JOINER	DIRECTOR	40.00	Director	$0	$0	$25,053
TIFFANY NOYES	DIRECTOR	40.00	Director	$0	$4,270	$65,714
M BLAINE SMITH	DIRECTOR	40.00	Director	$0	$0	$27,665
CHAD STEGEMILLER	DIRECTOR	3.00	Director	$0	$15,770	$176,854
HENRY WHITE	DIRECTOR	20.00	Director	$0	$3,200	$77,263
KATE FONTAINE	DIRECTOR	40.00	Officer Director	$0	$288	$72,544
BRIAN TENCLINGER	DIRECTOR	40.00	Officer Director	$0	$10,651	$111,715

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	$2,122,810	$2,122,810	$1,323,454	No data
2024	$3,375,788	$3,375,788	$705,153	No data
2023	$1,621,115	$1,621,115	$1,300,971	No data
2022	$2,162,713	$2,162,713	$671,828	No data
2021	$679,761	$679,761	$1,149,039	No data
2020	$2,858,401	$2,343,500	$669,356	$514,901
2019	$3,215,132	$1,572,264	$1,633,816	$1,642,868
2018	$2,319,943	$2,604,682	$1,394,211	$-284,739

SIGEP LEAD FUND