ARIZONA BETA OF SIGMA PHI EPSILON ALUMNI ASSOCIATION (EIN 861031578) - 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

2001

Legal Domicile

Principal Officer

KEVIN JOHNSON

Phone

4802900427

Tax Period

2023-01-01 to 2023-12-31

ARIZONA BETA OF SIGMA PHI EPSILON ALUMNI ASSOCIATION, founded in 2001, is a small nonprofit in the Recreation & Sports sector that reported $527K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Net assets of $1.2M represent 28 months of operating reserves.

Mission

THE ORGANIZATION PROVIDES LIVING QUARTERS FOR UNVERSITY FRATERNITY STUDENTS

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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 $526,782

Investment Income $0

Other Revenue $0

TOTAL REVENUE $526,782

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $514,548

Other Expenses $516,666

TOTAL EXPENSES $516,666

Year-over-Year Comparison

	2023	2022	Change
Revenue	$526,782	$452,936	+0.2%
Expenses	$516,666	$386,103	+0.3%
Net Income	$10,116	$66,833	-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

Independent Members

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
WILLIAM TITUS	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN JOHNSON	PRESIDENT	3.00	Officer	$0	$0	$0
DOUG JONES	SECRETARY	3.00	Officer	$0	$0	$0
PAUL NEFF	TREASURER	3.00	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
2023	$526,782	$516,666	$2,330,390	$10,116
2022	$452,936	$386,103	$2,425,429	$66,833
2021	$374,441	$391,936	$2,414,629	$-17,495
2020	$353,826	$380,049	$2,492,268	$-26,223

ARIZONA BETA OF SIGMA PHI EPSILON ALUMNI ASSOCIATION