Sigma Alpha Epsilon

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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

Legal Domicile

Tax Period

2024-07-01 to 2025-06-30

Sigma Alpha Epsilon is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year.

Mission

Membership dues are used to finance the social and charitable activities that are an integral part of membership.

Program Service Accomplishments

Program 1

Expenses: $1,382,756 Revenue: $1,332,210

Membership dues are used to finance the social and charitable activities that are an integral part of membership.

Program 2

Interest income is used for the same purpose as membership dues.

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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 $0

Program Service Revenue $1,332,210

Investment Income $3,439

Other Revenue $0

TOTAL REVENUE $1,335,649

Expense Breakdown

Grants Paid $0

Salaries & Benefits $159,604

Fundraising Expenses $0

Program Expenses $1,382,756

Other Expenses $1,223,151

TOTAL EXPENSES $1,382,755

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,335,649	$1,488,047	-0.1%
Expenses	$1,382,755	$1,227,202	+0.1%
Net Income	$-47,106	$260,845	-1.2%

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

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
Cale Spies	President	12.00	Director	$0	$0	$0
Richie Price	Vice President	12.00	Director	$0	$0	$0
Hunter Wilhelm	Treasurer	12.00	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	$1,335,649	$1,382,755	$730,218	$-47,106
2024	$1,488,047	$1,227,202	$803,651	$260,845
2023	$859,296	$733,259	$693,255	$126,037
2022	$487,963	$639,023	$373,938	$-151,060