RHO CHAPTER OF SIGMA CHI FRATERNITY SCHOLARSHIP FUND INC (EIN 311254020) - 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

1988

Legal Domicile

Principal Officer

MARK C KUGAR

Phone

3178479152

Tax Period

2023-01-01 to 2023-12-31

RHO CHAPTER OF SIGMA CHI FRATERNITY SCHOLARSHIP FUND INC, founded in 1988, is a micro nonprofit that reported $19K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $3K, a strong 16% operating margin.

Mission

PROVIDING SCHOLARSHIPS TO BUTLER UNIVERSITY STUDENTS.

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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 $2,000

Program Service Revenue $0

Investment Income $17,023

Other Revenue $0

TOTAL REVENUE $19,023

Expense Breakdown

Grants Paid $5,900

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,976

Other Expenses $10,076

TOTAL EXPENSES $15,976

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,023	$16,162	+0.2%
Expenses	$15,976	$8,399	+0.9%
Net Income	$3,047	$7,763	-0.6%

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
DAN BROWN	DIRECTOR	1.00	Director	$0	$0	$0
SAM HYER	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD VONDERHAAR	DIRECTOR	1.00	Director	$0	$0	$0
DEAN THEOFANIS	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK C KUGAR	TREASURER	1.00	Officer 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
2024	No data	No data	No data	No data
2023	$19,023	$15,976	$577,302	$3,047
2022	$16,162	$8,399	$556,352	$7,763
2021	$30,990	$24,486	$595,119	$6,504
2020	$43,957	$23,652	$559,020	$20,305
2019	$38,919	$21,489	$560,022	$17,430
2018	$47,420	$26,307	$514,397	$21,113

RHO CHAPTER OF SIGMA CHI FRATERNITY SCHOLARSHIP FUND INC