SIGMA ALPHA EPSILON FRATERNITY (EIN 910410720) - 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

1940

Legal Domicile

Principal Officer

Robert Edgmon

Phone

2063556485

Tax Period

2024-07-01 to 2025-06-30

SIGMA ALPHA EPSILON FRATERNITY, founded in 1940, is a small nonprofit that reported $385K in total revenue in fiscal year 2024. Expenses of $455K exceeded revenue, resulting in a 18% operating deficit.

Mission

To provide room, board and activities that promote brotherhood, leadership, social and academic growth and support to its membership of 70-100 college 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $384,946

Investment Income $0

Other Revenue $0

TOTAL REVENUE $384,946

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $455,126

Other Expenses $455,126

TOTAL EXPENSES $455,126

Year-over-Year Comparison

	2024	2023	Change
Revenue	$384,946	$393,175	0.0%
Expenses	$455,126	$330,750	+0.4%
Net Income	$-70,180	$62,425	-2.1%

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
Jack Schlenger	President	5.00	Officer	$0	$0	$0
Tanner Nicholas	Treasurer	2.00	Officer	$0	$0	$0
Noah Karst	Vice President	2.00	Officer	$0	$0	$0
Reid McDougall	Secretary	2.00	Officer	$0	$0	$0
Robert Edgmon	COO	0.00	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	$384,946	$455,126	$24,378	$-70,180
2024	$393,175	$330,750	$94,558	$62,425
2023	$335,460	$313,148	$32,133	$22,312
2022	$371,287	$381,252	$9,821	$-9,965
2021	$280,314	$276,100	$19,786	$4,214
2020	$151,418	$142,338	$15,572	$9,080
2019	$179,078	$202,251	$6,492	$-23,173
2018	$501,683	$502,752	$29,665	$-1,069

SIGMA ALPHA EPSILON FRATERNITY