SIGMA CHI FRATERNITY ZETA TAU CHAPTER (EIN 480734548) - 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

1972

Legal Domicile

Principal Officer

DEREK WILSON

Phone

6206391534

Tax Period

2023-08-01 to 2024-07-31

SIGMA CHI FRATERNITY ZETA TAU CHAPTER, founded in 1972, is a micro nonprofit that reported $76K in total revenue in fiscal year 2023. Revenue fell 129% from the prior year — a significant decline worth monitoring.

Mission

TO DEVELOP VALUE-BASED LEADERS COMMITTED TO THE BETTERMENT OF CHARACTER, CAMPUS, AND COMMUNITY

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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 $0

Program Service Revenue $7,904

Investment Income $-250,525

Other Revenue $166,945

TOTAL REVENUE $-75,676

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $51,094

TOTAL EXPENSES $51,094

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-75,676	$262,426	-1.3%
Expenses	$51,094	$184,311	-0.7%
Net Income	$-126,770	$78,115	-2.6%

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

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
DEREK WILSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
RAY BACHMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
LUKE ABBOTT	TREASURER	2.00	Officer Director	$0	$0	$0
DALE ANTOINE	MEMBER	0.50	Director	$0	$0	$0
MARK MATHEWS	MEMBER	0.50	Director	$0	$0	$0
PAUL SCHWARTZ	MEMBER	0.50	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	$-75,676	$51,094	No data	$-126,770
2023	$262,426	$184,311	$1,271,858	$78,115
2022	$114,681	$214,127	$1,305,760	$-99,446
2021	$162,995	$126,498	$1,326,157	$36,497
2020	$75,652	$128,061	$1,354,400	$-52,409
2019	$33,513	$39,512	$804,031	$-5,999

SIGMA CHI FRATERNITY ZETA TAU CHAPTER