SIGMA PHI EPSILON FOUNDATION (EIN 476036836) - 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

1985

Legal Domicile

Principal Officer

KYLE AGANBRIGHT

Phone

4023043075

Tax Period

2023-07-01 to 2024-06-30

SIGMA PHI EPSILON FOUNDATION, founded in 1985, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Expenses of $1.3M left a modest 4% surplus.

Mission

PROVIDE HOUSING FOR CHAPTER MEMBERS.

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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 $0

Program Service Revenue $1,389,560

Investment Income $17,405

Other Revenue $0

TOTAL REVENUE $1,406,965

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,003

Fundraising Expenses $0

Other Expenses $1,332,849

TOTAL EXPENSES $1,345,852

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,406,965	$1,398,616	+0.0%
Expenses	$1,345,852	$1,328,976	+0.0%
Net Income	$61,113	$69,640	-0.1%

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

N/A

Independent Members

N/A

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
MATT NYBERG	MEMBER	2.00	Director	$0	$0	$0
KYLE AGANBRIGHT	PRESIDENT	2.00	Officer	$0	$0	$0
DREW JENSEN	TREASURER	2.00	Officer	$0	$0	$0
MAX RODENBURG	SECRETARY	2.00	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	No data	No data	No data	No data
2024	$1,406,965	$1,345,852	$4,308,337	$61,113
2023	$1,398,616	$1,328,976	$4,312,247	$69,640
2022	$1,073,669	$1,294,112	$4,303,216	$-220,443
2021	$970,576	$1,086,366	$4,553,934	$-115,790
2020	$1,010,042	$983,048	$4,669,589	$26,994
2019	$1,837,720	$962,388	$4,653,125	$875,332
2018	$909,305	$1,143	$1,971,334	$908,162

SIGMA PHI EPSILON FOUNDATION