SIGMA PI FRATERNITY - UPSILON CHAPTER (EIN 951786209) - 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

1923

Legal Domicile

Principal Officer

Patrick Oliver

Phone

6615735665

Tax Period

2025-01-01 to 2025-12-31

SIGMA PI FRATERNITY - UPSILON CHAPTER, founded in 1923, is a small nonprofit that reported $268K in total revenue in fiscal year 2025.

Mission

LEADERSHIP AND SOCIAL DEVELOPMENT, ACADEMIC ACHIEVEMENT, CAREER GUIDANCE, AND PHILANTHROPIC ENDEAVORS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $267,644

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $267,644

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $274,395

TOTAL EXPENSES $274,395

Year-over-Year Comparison

	2025	2024	Change
Revenue	$267,644	$249,809	+0.1%
Expenses	$274,395	$248,170	+0.1%
Net Income	$-6,751	$1,639	-5.1%

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

N/A

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
Patrick Oliver	PRESIDENT	20	Officer	$0	$0	$0
Cristian Munoz	VICE PRESIDENT	10	Officer	$0	$0	$0
Eugene Mokri	TREASURER	12	Officer	$0	$0	$0
Jeremy Tan	SECRETARY	7	Officer	$0	$0	$0
Max Wang	VICE PRESIDENT OF ALUMNI	3	Officer	$0	$0	$0
Alex Ng	HERALD/HISTORIAN	5	Officer	$0	$0	$0
Luke Contreras	SOCIAL CHAIRMAN	7	Officer	$0	$0	$0
Braeden Howe	PHILANTHROPY CHAIRMAN	5	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	$267,644	$274,395	$4,394	$-6,751
2024	$249,809	$248,170	$11,145	$1,639
2023	$251,154	$247,518	$9,506	$3,636
2022	$256,402	$257,939	$5,870	$-1,537
2021	$104,721	$111,467	$7,407	$-6,746
2020	$164,553	$155,820	$14,153	$8,733
2019	$391,577	$404,810	$5,420	$-13,233
2018	$354,026	$345,770	$18,653	$8,256
2017	$331,058	$332,465	$10,544	$-1,407

SIGMA PI FRATERNITY - UPSILON CHAPTER