SIGMA PHI SIGMA THETA DELTA CHI ALU

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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

1954

Legal Domicile

Principal Officer

JASON BURHANS

Phone

6102976577

Tax Period

2024-09-01 to 2025-08-31

SIGMA PHI SIGMA THETA DELTA CHI ALU, founded in 1954, is a small nonprofit in the Education sector that reported $291K in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $66K, a strong 23% operating margin.

Mission

THE ALUMNI OF THIS FRATERNITY MAINTAIN THE MEETING SPACE FOR THEIR EVENTS AND HOUSING/MEETING SPACE FOR THE CURRENT STUDENTS ATTENDING PENN STATE UNIVERSITY

Program Service Accomplishments

Program 1

THE ALUMNI OF THIS FRATERNITY MEET AND MAINTAIN THE PROPERTY, AND SUPPORT THE CURRENT STUDENTS ATTENDING PENN STATE UNIVERSITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $290,021

Program Service Revenue $0

Investment Income $185

Other Revenue $938

TOTAL REVENUE $291,144

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $225,037

TOTAL EXPENSES $225,037

Year-over-Year Comparison

	2024	2023	Change
Revenue	$291,144	$425,017	-0.3%
Expenses	$225,037	$203,548	+0.1%
Net Income	$66,107	$221,469	-0.7%

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
JASON BURHANS	TREASURER	N/A	Officer	$0	$0	$0
MARTY DEANGELO	SECRETARY	N/A	Officer	$0	$0	$0
GREG GUREV	PRESIDENT	N/A	Officer	$0	$0	$0
CHAD WUERDEMAN	VICE PRESIDE	N/A	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	$291,144	$225,037	$1,484,628	$66,107
2024	$425,017	$203,548	$1,444,788	$221,469
2023	$131,782	$123,754	$1,250,567	$8,028
2022	$140,120	$90,764	$1,291,812	$49,356
2021	$141,333	$74,303	$547,746	$67,030