Epsilon Pi Alumni of Sigma Nu Fraternity Inc (EIN 956047505) - 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

1936

Legal Domicile

Principal Officer

David Schmidt

Phone

3102085474

Tax Period

2024-09-01 to 2025-08-31

Epsilon Pi Alumni of Sigma Nu Fraternity Inc, founded in 1936, is a small nonprofit that reported $373K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $360K left a modest 3% surplus.

Mission

Holding title to local chapter of national college fraternity providing room and board, meeting facilities, and social activities for members only.

🔒

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 $352,867

Program Service Revenue $0

Investment Income $63

Other Revenue $20,310

TOTAL REVENUE $373,240

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $360,358

Other Expenses $360,358

TOTAL EXPENSES $360,358

Year-over-Year Comparison

	2024	2023	Change
Revenue	$373,240	$337,012	+0.1%
Expenses	$360,358	$375,840	0.0%
Net Income	$12,882	$-38,828	-1.3%

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

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
David Schmidt	President	2.00	Officer	$0	$0	$0
Tim Cheung	Treasurer	2.00	Officer	$0	$0	$0
Michael Valdez	Secretary	2.00	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	$373,240	$360,358	$2,997,808	$12,882
2024	$337,012	$375,840	$2,986,908	$-38,828
2023	$312,056	$327,683	$3,016,822	$-15,627
2022	$285,893	$280,796	$2,508,524	$5,097
2021	$227,913	$273,946	$2,480,540	$-46,033
2020	$265,979	$275,423	$2,567,647	$-9,444

Epsilon Pi Alumni of Sigma Nu Fraternity Inc