Sigma Phi Epsilon Fraternity Inc - CO Delta Chapter (EIN 521316662) - 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

1923

Legal Domicile

Principal Officer

Jonathan Headrick

Phone

2066077209

Tax Period

2025-01-01 to 2025-12-31

Sigma Phi Epsilon Fraternity Inc - CO Delta Chapter, founded in 1923, is a small nonprofit that reported $394K in total revenue in fiscal year 2025. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $355K left a modest 10% surplus.

Mission

Our mission statement is Building Balanced Man. This includes leadership development athletic involvement and further education of members in all aspects of life.

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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 (2025)

Revenue Breakdown

Contributions & Grants $129,162

Program Service Revenue $0

Investment Income $0

Other Revenue $264,985

TOTAL REVENUE $394,147

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $209,001

TOTAL EXPENSES $355,151

Year-over-Year Comparison

	2025	2024	Change
Revenue	$394,147	$360,890	+0.1%
Expenses	$355,151	$371,260	0.0%
Net Income	$38,996	$-10,370	-4.8%

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

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
Bradley Wasniak	President	10.00	Officer	$0	$0	$0
Jonathan Headrick	Vice President of Finance	10.00	Officer	$0	$0	$0
Alexander Larner	Vice President of Programming	10.00	Officer	$0	$0	$0
Cade Shiveley	Vice President of Member Development	10.00	Officer	$0	$0	$0
August Yousse	Chaplain	6.00	Officer	$0	$0	$0
William Blaik	Vice President of Recruitment	6.00	Officer	$0	$0	$0
Andrew Dale	Vice President of Communications	6.00	Officer	$0	$0	$0
Cooper Smith	Vice President of Learning Community	6.00	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	$394,147	$355,151	$70,892	$38,996
2023	$360,890	$371,260	$15,012	$-10,370
2022	$318,355	$324,550	$24,286	$-6,195
2021	$285,799	$291,045	$30,481	$-5,246
2020	$182,089	$202,398	$35,727	$-20,309

Sigma Phi Epsilon Fraternity Inc - CO Delta Chapter