MISSOURI ZETA ALUMNI ASSOCIATION O… - Form 990 Financial Data

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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

2015

Legal Domicile

Principal Officer

Anthony Vincent

Phone

3145375428

Tax Period

2024-07-01 to 2025-06-30

MISSOURI ZETA ALUMNI ASSOCIATION OF SIGMA PHI EPSILON FRATERNITY, founded in 2015, is a small nonprofit in the Recreation & Sports sector that reported $202K in total revenue in fiscal year 2024. Expenses of $185K left a modest 8% surplus.

Mission

To serve the needs and welfare of undergraduate students by operating a living learning environment in partnership and coordination of Southeast Missouri State

Program Service Accomplishments

Program 1

We lease a university owned facility to house our undergraduate chapter members at Southeast Missouri State University. Rent, utilities, and other maintenance fees, paid by us, ensures the operation of the house for the benefit of the student members living in the house to enhance their college experience. We are bundled billing.

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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 $201,486

Investment Income $18

Other Revenue $0

TOTAL REVENUE $201,504

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $184,815

TOTAL EXPENSES $184,815

Year-over-Year Comparison

	2024	2023	Change
Revenue	$201,504	$201,522	0.0%
Expenses	$184,815	N/A	N/A
Net Income	$16,689	$201,522	-0.9%

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

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
Ken Schene	President	3	Officer	$0	$0	$0
John Vincent	Chapter Advisor	10	Officer	$0	$0	$0
Jon Lindell	Vice President of Finance	3	Officer	$0	$0	$0
Kurt Bliggenstorfer	Vice President of Operations	5	Officer	$0	$0	$0
Shawn Tihen	Board Member	1	Officer	$0	$0	$0
Dan Winter	Board Member	1	Officer	$0	$0	$0
Bill Green	Board Member	1	Officer	$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	$201,504	$184,815	$28,930	$16,689

MISSOURI ZETA ALUMNI ASSOCIATION OF SIGMA PHI EPSILON FRATERNITY