SIGMA ALPHA EPSILON FRATERNITY PENN ZETA CHAPTER (EIN 813784857) - 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

2016

Legal Domicile

Principal Officer

William Presutti

Phone

5705773495

Tax Period

2023-01-01 to 2023-12-31

SIGMA ALPHA EPSILON FRATERNITY PENN ZETA CHAPTER, founded in 2016, is a small nonprofit that reported $449K in total revenue in fiscal year 2023. Revenue surged 77% from the prior year, signaling strong growth momentum. Expenses of $403K left a modest 10% surplus.

Mission

Provide a space for social gatherings, educational pursuits, brotherhood building, and act as a hub for philanthropic efforts

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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 $447,250

Program Service Revenue $0

Investment Income $1,216

Other Revenue $929

TOTAL REVENUE $449,395

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $402,764

Other Expenses $402,764

TOTAL EXPENSES $402,764

Year-over-Year Comparison

	2023	2022	Change
Revenue	$449,395	$254,100	+0.8%
Expenses	$402,764	$270,320	+0.5%
Net Income	$46,631	$-16,220	-3.9%

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

130

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
William Presutti	Eminent Archon	20	Director	$0	$0	$0
Noah Long	Eminent Deputy Archon	10	Director	$0	$0	$0
Aidan Shetterly	Eminent Recorder	10	Director	$0	$0	$0
Shane Malinowski	Member Educator	15	Director	$0	$0	$0
Thomas Davis	Eminent Treasurer	20	Director	$0	$0	$0
Axel Andrews	Eminent Warden	15	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
2024	No data	No data	No data	No data
2023	$449,395	$402,764	$48,666	$46,631
2022	$254,100	$270,320	$2,035	$-16,220

SIGMA ALPHA EPSILON FRATERNITY PENN ZETA CHAPTER