Sigma Chi Fraternity (EIN 314307189) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1931

Legal Domicile

Phone

6142942531

Tax Period

2024-08-01 to 2025-07-31

Sigma Chi Fraternity, founded in 1931, is a small nonprofit in the Education sector that reported $599K in total revenue in fiscal year 2024.

Mission

Provides educational and social activities, housing, and food service for members of the Sigma Chi Fraternity at The Ohio State University.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $599,306

Investment Income $0

Other Revenue $0

TOTAL REVENUE $599,306

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $591,439

Other Expenses $591,439

TOTAL EXPENSES $591,439

Year-over-Year Comparison

	2024	2023	Change
Revenue	$599,306	$580,270	+0.0%
Expenses	$591,439	$584,764	+0.0%
Net Income	$7,867	$-4,494	-2.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carter Paulson	President/Part-time	001.00	Officer	$0	$0	$0
Andrew Mergenhagen	Tresurer/Part-time	001.00	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	$599,306	$591,439	$43,476	$7,867
2024	$580,270	$584,764	$35,609	$-4,494
2023	$575,696	$563,675	$70,111	$12,021
2022	$575,959	$560,456	$58,090	$15,503
2021	$440,264	$479,262	$42,587	$-38,998
2020	$449,718	$447,292	$100,182	$2,426

Sigma Chi Fraternity