AD CHI SIGMA INC (EIN 203065698) - 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

2005

Legal Domicile

Principal Officer

HOLLI J GREENE

Phone

6784712194

Tax Period

2023-07-01 to 2024-06-30

AD CHI SIGMA INC, founded in 2005, is a small nonprofit that reported $328K in total revenue in fiscal year 2023. Revenue surged 445% from the prior year, signaling strong growth momentum. Expenses of $815K exceeded revenue, resulting in a 149% operating deficit.

Mission

TO FACILITATE THE ADVANCEMENT OF EDUCATION THROUGH THE PROVISION OF AFFORDABLE STUDENT HOUSING AT A UNIVERSITY THAT HAS SIGNIFICANT STUDENT HOUSING SHORTAGES

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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 $60,886

Investment Income $266,776

Other Revenue $0

TOTAL REVENUE $327,662

Expense Breakdown

Grants Paid $745,711

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $812,942

Other Expenses $69,411

TOTAL EXPENSES $815,122

Year-over-Year Comparison

	2023	2022	Change
Revenue	$327,662	$60,079	+4.5%
Expenses	$815,122	$70,795	+10.5%
Net Income	$-487,460	$-10,716	+44.5%

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

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
HOLLI J GREENE	PRES/TREAS	2.00	Officer	$0	$0	$0
TRACIE MONFORT	VICE PRESIDENT	2.00	Officer	$0	$0	$0
KORI ALEJANDRO	TREASURER	1.00	Officer	$0	$0	$0
MADISON KELLEY	GT ADVISOR	1.00	Officer	$0	$0	$0
ASHELY BARNES	SECRETARY	1.00	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
2024	$327,662	$815,122	No data	$-487,460

AD CHI SIGMA INC