Sigma Phi Epsilon Fraternity Inc (EIN 521316711) - 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

1920

Legal Domicile

Principal Officer

Matt McAhren

Phone

2146014446

Tax Period

2023-07-01 to 2024-06-30

Sigma Phi Epsilon Fraternity Inc, founded in 1920, is a small nonprofit that reported $368K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

Providing support activities for fraternity members while they work to obtain a higher education.

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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 $367,401

Investment Income $462

Other Revenue $0

TOTAL REVENUE $367,863

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $362,533

Other Expenses $362,533

TOTAL EXPENSES $362,533

Year-over-Year Comparison

	2023	2022	Change
Revenue	$367,863	$312,015	+0.2%
Expenses	$362,533	$329,219	+0.1%
Net Income	$5,330	$-17,204	-1.3%

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

162

Independent Members

155

Employees

N/A

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

$2,600

Total Directors

$2,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jacob Broom	President	5.00	Officer Director	$0	$0	$0
Matthew Hartig	VP of RLC	1.00	Officer Director	$0	$0	$0
Matt McAhren	VP of Finance	3.00	Officer Director	$0	$0	$0
Jackson Hays	VP of Communications	1.00	Officer Director	$0	$0	$0
Justin Pittman	VP of Programming	2.00	Officer Director	$0	$0	$0
Blake Brenek	VP of Recruitment	2.00	Officer Director	$0	$0	$0
Hudson Cross	Chaplain	2.00	Officer Director	$0	$0	$0
Kaleb Yonng	VP Member Development	2.00	Officer Director	$0	$0	$0
Jack Nelson	House Manager	3.00	Officer Director	$2,600	$0	$2,600

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	$367,863	$362,533	$37,924	$5,330
2023	$312,015	$329,219	$32,594	$-17,204
2022	$338,596	$326,366	$49,990	$12,230
2021	$170,811	$199,934	$37,761	$-29,123

Sigma Phi Epsilon Fraternity Inc