California Delta Alumni of Sigma P… - 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

1948

Legal Domicile

Principal Officer

Robert Trovaten

Phone

7604485359

Tax Period

2023-01-01 to 2023-12-31

California Delta Alumni of Sigma Phi Epsilon Inc, founded in 1948, is a small nonprofit that reported $165K in total revenue in fiscal year 2023. Net assets of $582K represent 42 months of operating reserves.

Mission

Legal entity to hold title, maintain and manage property rented to the undergraduate members at San Diego State University.

Program Service Accomplishments

Program 1

Hold title to property rented to under graduate fraternity members

Program 2

Not applicable

Program 3

Not applicable

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $164,039

Investment Income $0

Other Revenue $764

TOTAL REVENUE $164,803

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $164,364

TOTAL EXPENSES $164,364

Year-over-Year Comparison

	2023	2022	Change
Revenue	$164,803	$163,391	+0.0%
Expenses	$164,364	$187,381	-0.1%
Net Income	$439	$-23,990	-1.0%

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
Robert Trovaten	President	8	Director	$0	$0	$0
Ronald Smith	Vice President	8	Director	$0	$0	$0
Robert Gibbs	Secretary	1	Director	$0	$0	$0
Edward Dahlkamp	Treasurer	2	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
2024	No data	No data	No data	No data
2023	$164,803	$164,364	$1,202,970	$439
2022	$163,391	$187,381	$1,220,714	$-23,990
2021	$143,023	$167,648	$1,235,862	$-24,625
2020	$68,093	$113,714	$1,279,077	$-45,621

California Delta Alumni of Sigma Phi Epsilon Inc