Sigma Phi Epsilon Fraternity California Alpha Chapter (EIN 942965674) - 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

1910

Legal Domicile

Phone

8186655533

Tax Period

2018-08-01 to 2019-07-31

Sigma Phi Epsilon Fraternity California Alpha Chapter, founded in 1910, is a small nonprofit that reported $382K in total revenue in fiscal year 2018. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $367K left a modest 4% surplus.

Mission

A local membership fraternity of students who attend the University of California, Berkeley.

🔒

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 (2018)

Revenue Breakdown

Contributions & Grants $102,637

Program Service Revenue $278,907

Investment Income $777

Other Revenue $0

TOTAL REVENUE $382,321

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $366,854

Other Expenses $366,998

TOTAL EXPENSES $366,998

Year-over-Year Comparison

	2018	2017	Change
Revenue	$382,321	$495,805	-0.2%
Expenses	$366,998	$471,961	-0.2%
Net Income	$15,323	$23,844	-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

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
Chuck Stegman	VP of Finance	10.00	Officer Director	$0	$0	$0
Sam Abrams	President	10.00	Officer Director	$0	$0	$0
Rudi Skowronski	VP RLC	10.00	Officer Director	$0	$0	$0
Ashu Bajpai	VP of Recruit	5.00	Director	$0	$0	$0
James Estrebra	VP Programming	5.00	Director	$0	$0	$0
Ryan Ackles	vp comm	5.00	Director	$0	$0	$0
Max Sullivan	chaplain	5.00	Director	$0	$0	$0
Dylan Kahler	VP of Mbr Dev	5.00	Director	$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
2019	$382,321	$366,998	$65,215	$15,323

Sigma Phi Epsilon Fraternity California Alpha Chapter