SIGMA CHI FRATERNITY BETA OMICRON CHAPTER (EIN 420524685) - 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

1965

Legal Domicile

Principal Officer

JON HALL

Phone

5152920777

Tax Period

2024-08-01 to 2025-07-31

SIGMA CHI FRATERNITY BETA OMICRON CHAPTER, founded in 1965, is a small nonprofit that reported $347K in total revenue in fiscal year 2024. Revenue surged 656% from the prior year, signaling strong growth momentum. The organization ran a surplus of $203K, a strong 59% operating margin.

Mission

TO PROVIDE AN EDUCATIONAL ENVIRONMENT FOR THE RELATED EXEMPT COLLEGE FRATERNITY AND PROVIDE SUPPORT TO THE PURPOSES, POLICIES, AND PEOPLE OF SIGMA CHI FRATERNITY, INCLUDING PROVIDING ROOM AND BOARD TO COLLEGE STUDENTS WHO ARE ATTENDING CLASSES TO OBTAIN DEGREES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $300,000

Program Service Revenue $10,195

Investment Income $36,315

Other Revenue $0

TOTAL REVENUE $346,510

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $142,553

Other Expenses $143,669

TOTAL EXPENSES $143,669

Year-over-Year Comparison

	2024	2023	Change
Revenue	$346,510	$45,849	+6.6%
Expenses	$143,669	$34,587	+3.2%
Net Income	$202,841	$11,262	+17.0%

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

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
PETE ROGERS	PRESIDENT	1.00	Officer	$0	$0	$0
JON HALL	TREASURER	1.00	Officer	$0	$0	$0
ANDY SHAFFER	SECRETARY	1.00	Officer	$0	$0	$0
GEORGE MADIEDO	VICE PRESIDENT	1.00	Officer	$0	$0	$0
STEPHEN TERRILL	AT LARGE	1.00	Officer	$0	$0	$0
JEFF ELKINS	AT LARGE	1.00	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	$346,510	$143,669	$3,713,591	$202,841
2024	$45,849	$34,587	$1,915,382	$11,262
2018	$1,966,972	$583,033	$2,885,016	$1,383,939

SIGMA CHI FRATERNITY BETA OMICRON CHAPTER