Sigma Phi Epsilon Fraternity Inc (EIN 480417750) - 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

Sean Goodale

Phone

9134614155

Tax Period

2024-08-01 to 2025-07-31

Sigma Phi Epsilon Fraternity Inc, founded in 1985, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $204K, a strong 16% operating margin.

Mission

Provide room, board and educational support to university students

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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 $69,737

Program Service Revenue $1,219,364

Investment Income $0

Other Revenue $115

TOTAL REVENUE $1,289,216

Expense Breakdown

Grants Paid $0

Salaries & Benefits $60,934

Fundraising Expenses $0

Program Expenses $1,085,168

Other Expenses $1,024,234

TOTAL EXPENSES $1,085,168

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,289,216	$1,108,735	+0.2%
Expenses	$1,085,168	$1,009,605	+0.1%
Net Income	$204,048	$99,130	+1.1%

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

Independent Members

N/A

Employees

Volunteers

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
Steven Burchstead	Secretary	002.00	Officer Director	$0	$0	$0
Brian Tamasi	Member	002.00	Officer Director	$0	$0	$0
Gabe Alvarado	President	002.00	Officer Director	$0	$0	$0
Thomas Gray	Vice President	004.00	Officer Director	$0	$0	$0
Sean Goodale	Treasurer	002.00	Officer Director	$0	$0	$0
N/A	Member	002.00	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	$1,289,216	$1,085,168	$557,213	$204,048
2024	$1,108,735	$1,009,605	$352,929	$99,130
2023	$1,128,681	$1,061,857	$254,911	$66,824
2022	$949,882	$988,723	$188,109	$-38,841
2021	$1,116,318	$941,027	$226,788	$175,291

Sigma Phi Epsilon Fraternity Inc