Ohio Tau Chapter of Sigma Alpha Epsilon Fraternity (EIN 833782624) - 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

1919

Legal Domicile

Principal Officer

Juan Faria

Phone

2243070659

Tax Period

2024-07-01 to 2025-06-30

Ohio Tau Chapter of Sigma Alpha Epsilon Fraternity, founded in 1919, is a small nonprofit that reported $737K in total revenue in fiscal year 2024.

Mission

Undergraduate collegiate fraternity at University of Miami Ohio.

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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 $737,424

Investment Income $0

Other Revenue $0

TOTAL REVENUE $737,424

Expense Breakdown

Grants Paid $0

Salaries & Benefits $87,405

Fundraising Expenses $0

Program Expenses $718,278

Other Expenses $630,873

TOTAL EXPENSES $718,278

Year-over-Year Comparison

	2024	2023	Change
Revenue	$737,424	$754,648	0.0%
Expenses	$718,278	$875,024	-0.2%
Net Income	$19,146	$-120,376	-1.2%

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

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
Juan I Faria	Controller	2.00	Director	$0	$0	$0
Gregory P Somers	CEO	2.00	Director	$0	$0	$0
Tate Vernon	President	10.00	Officer	$0	$0	$0
Daniel Jones	Vice President	10.00	Officer	$0	$0	$0
Griffin Bunn	Secretary	10.00	Officer	$0	$0	$0
Will Webster	Treasurer	10.00	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	$737,424	$718,278	$83,425	$19,146
2024	$754,648	$875,024	$44,350	$-120,376
2023	$703,341	$808,656	$25,525	$-105,315
2022	$798,835	$679,821	$130,840	$119,014
2021	$619,726	$724,508	$51,642	$-104,782
2020	$129,461	$88,869	$41,764	$40,592

Ohio Tau Chapter of Sigma Alpha Epsilon Fraternity