Sigma Phi Epsilon Fraternity Mississippi Beta Chapter (EIN 640338531) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2023

Legal Domicile

Principal Officer

Isaiah Morgan

Phone

8043531901

Tax Period

2023-07-01 to 2024-06-30

Sigma Phi Epsilon Fraternity Mississippi Beta Chapter, founded in 2023, is a small nonprofit in the Education sector that reported $332K in total revenue in fiscal year 2023. Expenses of $297K left a modest 11% surplus.

Mission

Social Club - Fraternity: 145 Members.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,575

Program Service Revenue $327,355

Investment Income $0

Other Revenue $-1,433

TOTAL REVENUE $332,497

Expense Breakdown

Grants Paid $535

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $296,778

TOTAL EXPENSES $297,313

Year-over-Year Comparison

	2023	2022	Change
Revenue	$332,497	N/A	N/A
Expenses	$297,313	N/A	N/A
Net Income	$35,184	$0	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

145

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
John Wayne Barnett	President (start Nov 23)	15	Officer Director	$0	$0	$0
Arec Wesley	President (end Nov 23)	15	Officer Director	$0	$0	$0
Kevin Osorio	VP of Programming (start Nov 23)	12	Officer Director	$0	$0	$0
Dylan Lynch	VP of Programming (end Nov 23)	12	Officer Director	$0	$0	$0
Anthony Mattina	VP of Recruitment (start Nov 23)	10	Officer Director	$0	$0	$0
Isaiah Morgan	VP of Recruitment (end Nov 23)	10	Officer Director	$0	$0	$0
Reilly Rodgers	VP of Finance (start Nov 23)	5	Officer Director	$0	$0	$0
William Woods	VP of Finance (end Nov 23)	5	Officer Director	$0	$0	$0
Dayne Woodin	VP of Member Development (start Nov 23)	10	Officer Director	$0	$0	$0
Leyton Riley	VP of Member Development (end Nov 23)	10	Officer Director	$0	$0	$0
Hayden Cherry	VP of Communication	12.00	Officer Director	$0	$0	$0
Hayden Anderson	VP of Learning Community (start Nov 23)	4	Officer Director	$0	$0	$0
Justin Traywick	VP of Learning Community (end Nov 23)	4	Officer Director	$0	$0	$0
Andrew Beatty	Chaplain (start Nov 23)	3	Officer Director	$0	$0	$0
Thomas Hunt	Chaplain (end Nov 23)	3	Officer Director	$0	$0	$0
Camden Smith	VP of Alumni Relations (start Nov 23)	3	Officer Director	$0	$0	$0
Skyler Ross	VP of Alumni Relations (end Nov 23)	3	Officer Director	$0	$0	$0
Drew Sullivan	VP of Chapter Operations (start Nov 23)	15.00	Officer Director	$0	$0	$0
Cameron Brickler	VP of Chapter Operations (end Nov 23)	15	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
2025	No data	No data	No data	No data
2024	$332,497	$297,313	$39,733	$35,184

Sigma Phi Epsilon Fraternity Mississippi Beta Chapter