SIGMA ALPHA EPSILON FRATERNITY (EIN 810194530) - 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

Phone

4063880878

Tax Period

2024-07-01 to 2025-06-30

SIGMA ALPHA EPSILON FRATERNITY, founded in 1920, is a small nonprofit that reported $296K in total revenue in fiscal year 2024. The organization ran a surplus of $45K, a strong 15% operating margin.

Mission

Social Fraternity

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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 $280,500

Program Service Revenue $0

Investment Income $15,660

Other Revenue $0

TOTAL REVENUE $296,160

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $251,205

TOTAL EXPENSES $251,205

Year-over-Year Comparison

	2024	2023	Change
Revenue	$296,160	$287,428	+0.0%
Expenses	$251,205	$239,232	+0.1%
Net Income	$44,955	$48,196	-0.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steve Roth	President	1.00	Director	$0	$0	$0
Daniel Holland	Treasurer	3.00	Director	$0	$0	$0
Mike Jarrett	Vice President	1.00	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	$296,160	$251,205	$1,394,155	$44,955
2024	$287,428	$239,232	$1,349,200	$48,196

SIGMA ALPHA EPSILON FRATERNITY