EPSILON SIGMA PHI-THE NATIONAL HONORARY EXTENSION FRATERNITY INC

EIN: 526044675 501(c)(3) Education

Owasso, OK

Total Revenue
$422,183
Total Expenses
$451,780
Total Assets
$1,476,611
Net Assets
$1,288,013
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1927
Legal Domicile
GA
Principal Officer
RYAN UNDERWOOD
Phone
2026641174
Tax Period
2023-01-01 to 2023-12-31

EPSILON SIGMA PHI-THE NATIONAL HONORARY EXTENSION FRATERNITY INC, founded in 1927, is a small nonprofit in the Education sector that reported $422K in total revenue in fiscal year 2023. Revenue surged 95% from the prior year, signaling strong growth momentum. Net assets of $1.3M represent 37 months of operating reserves.

Mission

TO PROMOTE THE HIGHEST STANDARDS AND IDEALS OF PROFESSIONALISM AND INTERACTION AT THE NATIONAL LEVEL, BOTH BY CHAPTER AND INDIVIDUALLY, BY PROVIDING EDUCATION AND DEVELOPMENT OPPORTUNITIES, CONFERENCES FOR EXTENSION PROFESSIONALS, YOUTH EDUCATORS AND OTHER ADULTS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $190,719
Program Service Revenue $173,562
Investment Income $53,548
Other Revenue $4,354
TOTAL REVENUE $422,183

Expense Breakdown

Grants Paid $32,915
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $354,976
Other Expenses $418,865
TOTAL EXPENSES $451,780

Year-over-Year Comparison

2023 2022 Change
Revenue $422,183 $216,225 +1.0%
Expenses $451,780 $388,270 +0.2%
Net Income $-29,597 $-172,045 -0.8%
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

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Liquidity & Cash Position

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Governance

Voting Members
8
Independent Members
8
Employees
N/A
Volunteers
8

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
9
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Rouble Younkin VP-WESTERN REGION 2
Officer Director
$0 $0 $0
Sandi Graham VP-NORTHEASTERN REGION 2
Officer Director
$0 $0 $0
Tyrone Gentry VP- SOUTHERN REGION 2
Officer Director
$0 $0 $0
Barbara Dunn Swanson VP- NORTH CENTRAL REGION 2
Officer Director
$0 $0 $0
Daphne Richards PAST National PRESIDENT 2
Officer Director
$0 $0 $0
Lisa Ingram National 2nd Vice President 2
Officer Director
$0 $0 $0
Jennifer Wilson NATIONAL PRESIDENT ELECT 2
Officer Director
$0 $0 $0
Travis West NATIONAL PRESIDENT 2
Officer Director
$0 $0 $0
RYAN UNDERWOOD EXECUTIVE DIRECTOR 2
Officer 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
2024 No data No data No data No data
2023 $422,183 $451,780 $1,476,611 $-29,597
2022 $216,225 $388,270 $1,366,725 $-172,045
2021 $388,625 $354,844 $1,565,714 $33,781
2020 $193,755 $122,270 $1,331,806 $71,485
2019 $298,589 $260,529 $1,179,733 $38,060
2018 $349,932 $298,132 $1,004,605 $51,800
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