SIGMA PHI EPSILON FRATERNITY ALUMN… - Form 990 Financial Data

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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

1947

Legal Domicile

Principal Officer

MATT KNOLES

Phone

5414847394

Tax Period

2024-08-01 to 2025-07-31

SIGMA PHI EPSILON FRATERNITY ALUMNI OREGON BETA CHAPTER, founded in 1947, is a community nonprofit that reported $3.5M in total revenue in fiscal year 2024. Revenue surged 1431% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.4M, a strong 97% operating margin.

Mission

FRATERNITY HOUSING

Program Service Accomplishments

Program 1

Expenses: $100,168 Revenue: $3,528,397

PROVIDE HOUSING FOR UNIVERSITY OF OREGON STUDENTS (35)

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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 $1,000

Program Service Revenue $548

Investment Income $3,527,849

Other Revenue $0

TOTAL REVENUE $3,529,397

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,168

Other Expenses $100,168

TOTAL EXPENSES $100,168

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,529,397	$230,464	+14.3%
Expenses	$100,168	$159,353	-0.4%
Net Income	$3,429,229	$71,111	+47.2%

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
TODD RUBERG	PRESIDENT	1.00	Officer	$0	$0	$0
MATT KNOLES	TREASURER	1.00	Officer	$0	$0	$0
MIKE SULLIVAN	HOUSING CHAIRMAN	1.00	Officer	$0	$0	$0
BRIAN STEWART	SECRETARY	1.00	Officer	$0	$0	$0
IAN SCHRAY	CHAPLAIN	1.00	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	$3,529,397	$100,168	$4,080,821	$3,429,229
2023	$238,603	$253,082	$697,102	$-14,479
2022	$234,919	$109,294	$757,318	$125,625
2021	$130,676	$94,639	$699,478	$36,037
2020	$315,186	$312,842	$689,246	$2,344
2019	$205,630	$344,646	$712,317	$-139,016
2018	$402,448	$242,864	$766,924	$159,584

SIGMA PHI EPSILON FRATERNITY ALUMNI OREGON BETA CHAPTER