Indiana Gamma Chapter of Sigma Alpha Epsilon Fraternity (EIN 463324416) - 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

1907

Legal Domicile

Principal Officer

Juan Faria

Phone

2243070659

Tax Period

2024-07-01 to 2025-06-30

Indiana Gamma Chapter of Sigma Alpha Epsilon Fraternity, founded in 1907, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. Expenses of $1.5M exceeded revenue, resulting in a 11% operating deficit.

Mission

Undergraduate collegiate fraternity at Indiana University in Bloomington.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,350,159

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,350,159

Expense Breakdown

Grants Paid $0

Salaries & Benefits $38,442

Fundraising Expenses $0

Program Expenses $1,501,627

Other Expenses $1,462,578

TOTAL EXPENSES $1,501,020

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,350,159	$1,417,856	0.0%
Expenses	$1,501,020	$1,363,347	+0.1%
Net Income	$-150,861	$54,509	-3.8%

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

148

Independent Members

148

Employees

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
Gregory P Somers	CEO	2.00	Director	$0	$0	$0
Juan I Faria	Controller	2.00	Director	$0	$0	$0
Brady Bailitz	President	10.00	Officer	$0	$0	$0
Drew Patrick	Vice President	10.00	Officer	$0	$0	$0
Nathaniel Harvey	Treasurer	10.00	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
2025	$1,350,159	$1,501,020	$47,117	$-150,861
2024	$1,417,856	$1,363,347	$116,833	$54,509
2023	$1,201,401	$1,197,351	$96,425	$4,050
2022	$1,194,646	$1,318,391	$42,834	$-123,745
2021	$869,807	$962,830	$38,460	$-93,023
2020	$1,021,678	$1,027,950	$92,989	$-6,272
2019	$537,757	$1,105,028	$251,155	$-567,271
2018	$896,296	$781,399	$435	$114,897

Indiana Gamma Chapter of Sigma Alpha Epsilon Fraternity