SIGMA CHI FRA-ZETA PSI

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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

1956

Legal Domicile

Principal Officer

EVAN MICHAEL PHELPS

Phone

5139845700

Tax Period

2023-01-01 to 2023-12-31

SIGMA CHI FRA-ZETA PSI, founded in 1956, is a small nonprofit that reported $353K in total revenue in fiscal year 2023. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $58K, a strong 16% operating margin.

Mission

SOCIAL, SERVICE AND EDUCATIONAL PROGRAMS FOR STUDENTS AT THE UNIVERSITY OF CINCINNATI, APPROXIMATELY 142 MEMBERS.

Program Service Accomplishments

Program 1

Expenses: $199,796 Revenue: $307,211

OPERATION OF HOUSING FOR UNIVERSITY STUDENTS.

Program 2

Expenses: $95,186 Revenue: $45,500

PROGRAMS ARE HELD TO INCREASE SCHOLARSHIP ACTIVITIES FOR THE STUDENTS INCLUDING COMPUTER PURCHASES, PHILANTHROPY PROGRAMS AND SCHOLARSHIPS.

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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 $352,711

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $352,711

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,741

Fundraising Expenses $0

Program Expenses $294,982

Other Expenses $289,241

TOTAL EXPENSES $294,982

Year-over-Year Comparison

	2023	2022	Change
Revenue	$352,711	$265,274	+0.3%
Expenses	$294,982	$260,500	+0.1%
Net Income	$57,729	$4,774	+11.1%

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

142

Independent Members

142

Employees

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
EVAN PHELPS	PRESIDENT	10.00	Officer	$0	$0	$0
MATTHEW TELSCHER	VICE PRESIDENT	10.00	Officer	$0	$0	$0
JACOB BEAUCHOT	TREASURER	10.00	Officer	$0	$0	$0
CADEN CALLAGHAN	SECRETARY	10.00	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
2024	No data	No data	No data	No data
2023	$352,711	$294,982	$68,717	$57,729
2022	$265,274	$260,500	$10,988	$4,774
2021	$407,829	$437,154	$6,214	$-29,325
2020	$395,404	$372,253	$35,539	$23,151
2019	$400,432	$411,898	$12,388	$-11,466
2018	$368,408	$366,854	$23,854	$1,554