SIGMA PHI EPSILON FRATERNITY (EIN 911981486) - 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

1998

Legal Domicile

Principal Officer

KIEFER ADAMS

Phone

4044951490

Tax Period

2024-01-01 to 2024-12-31

SIGMA PHI EPSILON FRATERNITY, founded in 1998, is a small nonprofit that reported $564K in total revenue in fiscal year 2024. Expenses of $636K exceeded revenue, resulting in a 13% operating deficit.

Mission

BUILDING BLANCED MEN. THE BALANCED MEN CHAPTER OF SIGMA PHI EPSILON GEORGIA DELTA, WITH 125 MEMBERS AND A HIGH GPA PROVIDES PROGRAMMING IN LEADERSHIP, ORGANIZATIONAL AND SOCIAL SKILLS, AS WELL AS SOCIAL ACTIVITIES AND PERSONAL DEVELOPMENT OPPORTUNITIES.

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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 $564,001

Investment Income $184

Other Revenue $0

TOTAL REVENUE $564,185

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $635,881

TOTAL EXPENSES $635,881

Year-over-Year Comparison

	2024	2023	Change
Revenue	$564,185	$523,223	+0.1%
Expenses	$635,881	$494,502	+0.3%
Net Income	$-71,696	$28,721	-3.5%

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
KIEFER ADAMS	VP OF MEMBER	N/A	Officer	$0	$0	$0
DREW GRIMES	VP OF RECRUI	N/A	Officer	$0	$0	$0
JT HUDSON	PRESIDENT	N/A	Officer	$0	$0	$0
GARSON LONG	VP OF FINANC	N/A	Officer	$0	$0	$0
WELLS MULLER	VP OF COMMUN	N/A	Officer	$0	$0	$0
MICHAEL O'LEARY	CHAPLAIN	N/A	Officer	$0	$0	$0
CONRAD RANDALL-BAUER	VP OF PROGRA	N/A	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	$564,185	$635,881	$118,300	$-71,696
2023	$523,223	$494,502	$189,996	$28,721
2022	$478,510	$472,442	$161,275	$6,068
2021	$466,269	$519,900	$155,207	$-53,631
2020	$346,060	$326,959	$208,868	$19,101
2019	$539,873	$468,543	$194,481	$71,330
2018	$510,113	$538,284	$116,989	$-28,171

SIGMA PHI EPSILON FRATERNITY