Oregon Beta Chapter of Sigma Alpha Epsilon Fraternity (EIN 930802694) - 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

1919

Legal Domicile

Principal Officer

Juan Faria

Phone

2243070659

Tax Period

2024-09-01 to 2025-08-31

Oregon Beta Chapter of Sigma Alpha Epsilon Fraternity, founded in 1919, is a small nonprofit that reported $613K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year.

Mission

Undergraduate collegiate fraternity at the University of Oregon.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $609,121

Investment Income $0

Other Revenue $4,243

TOTAL REVENUE $613,364

Expense Breakdown

Grants Paid $0

Salaries & Benefits $122,441

Fundraising Expenses $0

Program Expenses $645,636

Other Expenses $523,195

TOTAL EXPENSES $645,636

Year-over-Year Comparison

	2024	2023	Change
Revenue	$613,364	$696,797	-0.1%
Expenses	$645,636	$752,493	-0.1%
Net Income	$-32,272	$-55,696	-0.4%

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

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
Juan I Faria	Controller	2.00	Director	$0	$0	$0
Gregory P Somers	CEO	2.00	Director	$0	$0	$0
Ryan Sostman	President	10.00	Officer	$0	$0	$0
Ethan Roy	Vice President	10.00	Officer	$0	$0	$0
S	Stone Fell	10.00	Officer	$0	$0	$0
Andrew Doll	Treasurer	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
2025	$613,364	$645,636	$109,632	$-32,272
2024	$696,797	$752,493	$128,324	$-55,696
2023	$587,937	$577,142	$41,251	$10,795
2022	$605,610	$695,006	$30,879	$-89,396
2021	$683,490	$703,518	$126,054	$-20,028
2020	$544,444	$459,679	$168,505	$84,765
2019	$367,266	$666,338	$67,091	$-299,072
2018	$603,752	$508,708	$15,493	$95,044

Oregon Beta Chapter of Sigma Alpha Epsilon Fraternity