Colorado Chi Chapter of Sigma Alpha Epsilon Fraternity (EIN 741896507) - 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

1891

Legal Domicile

Phone

2243070659

Tax Period

2023-06-01 to 2024-05-31

Colorado Chi Chapter of Sigma Alpha Epsilon Fraternity, founded in 1891, is a small nonprofit in the Recreation & Sports sector that reported $255K in total revenue in fiscal year 2022. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

Undergraduate Collegiate Fraternity at the University of Colorado Boulder

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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 $415,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $415,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $414,000

Other Expenses $414,000

TOTAL EXPENSES $414,000

Year-over-Year Comparison

	2023	2022	Change
Revenue	$415,000	$254,585	+0.6%
Expenses	$414,000	$248,623	+0.7%
Net Income	$1,000	$5,962	-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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

200

Independent Members

200

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
Oliver Merrick	President	10.00	Officer	$0	$0	$0
Quentin Le Francois	Vice President	10.00	Officer	$0	$0	$0
Blake Tefft	Treasurer	10.00	Officer	$0	$0	$0
Greg Somers	CEO	2.00	Director	$0	$0	$0
Juan Faria	Controller	2.00	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	No data	No data	No data	No data
2024	$415,000	$414,000	$1,000	$1,000
2023	$254,585	$248,623	$11,351	$5,962

Colorado Chi Chapter of Sigma Alpha Epsilon Fraternity