THE MASSACHUSETTS DELTA CHAPTER OF SIGMA ALPHA EPS (EIN 911959110) - 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

1898

Legal Domicile

Tax Period

2023-08-01 to 2024-07-31

THE MASSACHUSETTS DELTA CHAPTER OF SIGMA ALPHA EPS, founded in 1898, is a small nonprofit that reported $133K in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $50K, a strong 38% operating margin.

Mission

AFFORDABLE UNDERGRADUATE HOUSING

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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 $17,963

Program Service Revenue $110,710

Investment Income $4,753

Other Revenue $0

TOTAL REVENUE $133,426

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $83,185

Other Expenses $83,185

TOTAL EXPENSES $83,185

Year-over-Year Comparison

	2023	2022	Change
Revenue	$133,426	$215,791	-0.4%
Expenses	$83,185	$98,535	-0.2%
Net Income	$50,241	$117,256	-0.6%

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

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
ERIC REARDON	VP ALUMNI ENGAGEMENT	2.00	Director	$0	$0	$0
ELIJAH ELLIS	VP HOUSING	3.00	Officer	$0	$0	$0
ANDREJ SAMARDZIC	CLERK	1.00	Officer	$0	$0	$0
ARLY DUNGCA	PRESIDENT	6.00	Officer	$0	$0	$0
VINCENT KAN	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
2024	$133,426	$83,185	$766,517	$50,241
2023	$215,791	$98,535	$774,666	$117,256
2022	$231,504	$122,470	$768,294	$109,034
2021	$208,169	$74,922	$758,414	$133,247
2020	$197,452	$111,967	$1,426,640	$85,485
2019	$183,174	$77,439	$1,361,858	$105,735

THE MASSACHUSETTS DELTA CHAPTER OF SIGMA ALPHA EPS