SIGMA PHI EPSILON FRATERNITY INC UTAH BETA CHAPTER (EIN 878702210) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1950

Legal Domicile

Principal Officer

REID KENNEDY

Phone

8594948879

Tax Period

2021-07-01 to 2022-06-30

SIGMA PHI EPSILON FRATERNITY INC UTAH BETA CHAPTER, founded in 1950, is a small nonprofit that reported $278K in total revenue in fiscal year 2021. Revenue surged 55% from the prior year, signaling strong growth momentum.

Mission

TO OPERATE THE LOCAL CHAPTER OF SIGMA PHI EPSILON FRATERNITY INC UTAH BETA CHAPTER, A COLLEGE SOCIAL FRATERNITY. SPECIFICALLY, TO PROMOTE THE SOCIAL, INTELLECTUAL, AND MORAL DEVELOPMENT OF COLLEGE AND UNIVERSITY MEN, BOTH MEMBERS AND PLEDGES OF SIGMA PHI EPSILON AT UNIVERSITY OF UTAH. TO CONTINUE AMONG GRADUATE MEMBERS THE CLOSE FRIENDSHIP AND LOYALTY INSPIRED AND STABILIZED BY MUTUAL AID AND UNDERSTANDING.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $277,775

Investment Income $16

Other Revenue $0

TOTAL REVENUE $277,791

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $280,001

Year-over-Year Comparison

	2021	2020	Change
Revenue	$277,791	$178,667	+0.6%
Expenses	$280,001	$185,438	+0.5%
Net Income	$-2,210	$-6,771	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
KAI COLLIN	HOUSE MANAGE	10.00	Officer	$0	$0	$0
MILLER CORDIAL	CHAPLAIN	10.00	Officer	$0	$0	$0
MATTHEW ECONOMOS	VP OF PROGRA	0.00	Officer	$0	$0	$0
KYLE GARRISON	VP OF MEMBER	10.00	Officer	$0	$0	$0
BLAKE HALL	VP COMMUNICA	10.00	Officer	$0	$0	$0
REID KENNEDY	PRESIDENT	10.00	Officer	$0	$0	$0
JAMES MCMULLEN	VP RECRUITME	10.00	Officer	$0	$0	$0
BENJAMIN NEELY	VP OF FINANC	10.00	Officer	$0	$0	$0
CALEB WELKER	VP PHILANTHR	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
2022	$277,791	$280,001	$1,164	$-2,210

SIGMA PHI EPSILON FRATERNITY INC UTAH BETA CHAPTER