SIGMA ALUMNI ASSOC OF LAMBDA CHI ALPHA (EIN 263553182) - 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

2008

Legal Domicile

Principal Officer

ANDREW L KNOWLTON

Phone

2697440847

Tax Period

2023-01-01 to 2023-12-31

SIGMA ALUMNI ASSOC OF LAMBDA CHI ALPHA, founded in 2008, is a small nonprofit in the Recreation & Sports sector that reported $167K in total revenue in fiscal year 2023. Net assets of $488K represent 35 months of operating reserves.

Mission

TO PROMOTE AND FURTHER THE WELFARE AND INTERESTS OF THE UNDERGRADUATE AND ALUMNI MEMBERS OF SIGMA ZETA OF LAMBDA CHI ALPHA FRATERNITY AT THE UNIVERSITY OF MICHIGAN IN ANN ARBOR, MICHIGAN; TO ENCOURAGE SOUND ACADEMIC PERFORMANCE AND TO FOSTER SUCCESSFUL UNDERGRADUATE MANAGEMENT PRACTICES THROUGH ADVICE AND COUNSEL; TO COORDINATE AND PLAN ALUMNI ACTIVITIES AND COMMUNICATIONS AND STIMULATE ALUMNI INTEREST IN UNDERGRADUATE AFFAIRS; AND TO PROVIDE AND MAINTAIN A HOUSE FOR THE BENEFIT OF THE STUDENT MEMBERS OF SIGMA ZETA OF LAMBDA CHI ALPHA FRATERNITY IN WHICH THEY MAY RESIDE AND HOLD MEETINGS AND ACTIVITIES.

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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 $7,217

Program Service Revenue $0

Investment Income $3

Other Revenue $160,096

TOTAL REVENUE $167,316

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $168,904

Other Expenses $179,748

TOTAL EXPENSES $179,748

Year-over-Year Comparison

	2023	2022	Change
Revenue	$167,316	$165,173	+0.0%
Expenses	$179,748	$177,117	+0.0%
Net Income	$-12,432	$-11,944	+0.0%

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
BRAD QUINN	CHAPTER ADVISOR	1.00	Director	$0	$0	$0
THOMAS MAENTZ	DIRECTOR	1.00	Director	$0	$0	$0
REX ZHOU	DIRECTOR	0.50	Director	$0	$0	$0
CONNOR RUBIN	DIRECTOR	0.50	Director	$0	$0	$0
ANDREW KNOWLTON	PRESIDENT	1.00	Officer	$0	$0	$0
NEAL TURRETT	VICE PRESIDENT	1.00	Officer	$0	$0	$0
SEAN RUWART	TREASURER	1.00	Officer	$0	$0	$0
KEVIN MANTAY	SECRETARY	0.50	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	No data	No data	No data	No data
2023	$167,316	$179,748	$625,581	$-12,432
2022	$165,173	$177,117	$654,953	$-11,944
2021	$180,487	$147,293	$673,163	$33,194
2020	$146,553	$147,071	$651,058	$-518

SIGMA ALUMNI ASSOC OF LAMBDA CHI ALPHA