Sigma Chi Leadership Institute

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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

2007

Legal Domicile

Principal Officer

James Cogdal

Phone

8478693655

Tax Period

2022-07-01 to 2023-06-30

Sigma Chi Leadership Institute, founded in 2007, is a community nonprofit in the Education sector that reported $3.8M in total revenue in fiscal year 2022. Revenue decreased 12% compared to the prior year.

Mission

TO PROVIDE HIGH-QUALITY LEADERSHIP TRAINING THAT COMPLEMENTS AND ENHANCES THE PROFESSIONAL SKILLS OF SIGMA CHI FRATERNITY MEMBERS AND CONTRACT LEARNING PARTNERS, EXPANDING THEIR CAPACITY TO SERVE AS TRANSFORMATIONAL LEADERS IN ANY INDUSTRY AND POSITIVELY IMPACT THE COMMUNITIES AROUND THEM.

Program Service Accomplishments

Program 1

Expenses: $4,140,492 Revenue: $114,759

The Sigma Chi Leadership Institute provides world class leadership programming to develop young men into character-based leaders who are committed to the betterment of campus and community.

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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 (2022)

Revenue Breakdown

Contributions & Grants $3,720,945

Program Service Revenue $114,759

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,835,704

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,349,214

Fundraising Expenses $0

Program Expenses $4,140,492

Other Expenses $2,791,278

TOTAL EXPENSES $4,140,492

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,835,704	$4,335,565	-0.1%
Expenses	$4,140,492	$4,166,610	0.0%
Net Income	$-304,788	$168,955	-2.8%

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

Volunteers

250

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

$142,689

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James M Cogdal	Executive Director	37.5	Director	$142,689	$0	$142,689
Robert C Rabe	Associate Executive Director	37.5	Highest	$123,582	$0	$123,582
Jim Holcomb	Director of Bus. Development	37.5	Highest	$101,716	$0	$101,716
Michael A Greenberg	Chairman	1.0	Officer Director	$0	$0	$0
Mark J Galbo	Vice Chairman	1.0	Officer Director	$0	$0	$0
Curtis R Biller	Committee Member	1.0	Director	$0	$0	$0
Brandon G Gross	Committee Member	1.0	Director	$0	$0	$0
Cory R Rigler	Committee Member	1.0	Director	$0	$0	$0
Matthew J Skoy	Treasurer	1.0	Officer Director	$0	$0	$0
Charles Nies	Committee Member	1.0	Director	$0	$0	$0
Ansley R Valentine	Committee Member	1.0	Director	$0	$0	$0
James S Heffner Jr	Committee Member	1.0	Director	$0	$0	$0
Andrew W Lausch	Committee Member	1.0	Director	$0	$0	$0
Gavin Phillips	Committee Member	1.0	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$3,835,704	$4,140,492	$1,039,228	$-304,788
2022	$4,335,565	$4,166,610	$1,426,413	$168,955
2021	$2,571,713	$2,426,642	$1,511,276	$145,071
2020	$3,329,172	$3,194,554	$1,137,792	$134,618
2019	$3,319,222	$3,090,457	$1,285,328	$228,765