SIGMA NU - THETA CHAPTER ALUMNI ASSOCIATION

EIN: 237333127

BIRMINGHAM, AL

Total Revenue
$377,664
Total Expenses
$562,169
Total Assets
$2,338,466
Net Assets
$983,926
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
1964
Legal Domicile
AL
Principal Officer
LLOYD C SHELTON
Phone
2058027212
Tax Period
2023-07-01 to 2024-06-30

SIGMA NU - THETA CHAPTER ALUMNI ASSOCIATION, founded in 1964, is a small nonprofit that reported $293K in total revenue in fiscal year 2018. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $252K left a modest 14% surplus.

Mission

ALUMNI CHAPTER OF SOCIAL FRATERNITY

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $15,100
Program Service Revenue $359,972
Investment Income $2,592
Other Revenue $0
TOTAL REVENUE $377,664

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $562,169
TOTAL EXPENSES $562,169

Year-over-Year Comparison

2023 2022 Change
Revenue $377,664 $359,919 +0.0%
Expenses $562,169 $281,874 +1.0%
Net Income $-184,505 $78,045 -3.4%
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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Governance

Voting Members
4
Independent Members
4
Employees
N/A
Volunteers
N/A

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
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BENT OWENS CHAIRMAN 2.00
Officer
$0 $0 $0
CARL ELLIOTT III PRESIDENT 6.00
Officer
$0 $0 $0
BRYAN PAUL SECRETARY 1.00
Officer
$0 $0 $0
LLOYD SHELTON TREASURER 3.00
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 No data No data No data No data
2024 $377,664 $562,169 $2,338,466 $-184,505
2023 $359,919 $281,874 $2,587,538 $78,045
2022 $219,996 $285,935 $2,570,473 $-65,939
2021 $289,113 $265,162 $2,694,004 $23,951
2020 $275,198 $260,125 $2,700,414 $15,073
2019 $292,648 $251,594 $2,704,003 $41,054
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