ALPHA XI CHAPTER OF THE SIGMA CHI FRATERNITY (EIN 486119382) - 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

1915

Legal Domicile

Principal Officer

JAMES HANDY

Phone

9137061121

Tax Period

2024-07-01 to 2025-06-30

ALPHA XI CHAPTER OF THE SIGMA CHI FRATERNITY, founded in 1915, is a small nonprofit that reported $336K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $123K, a strong 37% operating margin.

Mission

PROVIDE DORMITORY FACILITIES TO COLLEGE 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 (2024)

Revenue Breakdown

Contributions & Grants $314,332

Program Service Revenue $20,833

Investment Income $502

Other Revenue $0

TOTAL REVENUE $335,667

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $47,948

Program Expenses $164,529

Other Expenses $164,529

TOTAL EXPENSES $212,477

Year-over-Year Comparison

	2024	2023	Change
Revenue	$335,667	$291,321	+0.2%
Expenses	$212,477	$354,537	-0.4%
Net Income	$123,190	$-63,216	-2.9%

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
JAMES HANDY	PRESIDENT	N/A	Officer Director	$0	$0	$0
DOUGLAS MILLER	TREASURER	N/A	Officer Director	$0	$0	$0
LARRY PFEIFFER	DIRECTOR	N/A	Director	$0	$0	$0
SCOTT TSCHUDY	DIRECTOR	N/A	Director	$0	$0	$0
ROSS VOGEL	DIRECTOR	N/A	Director	$0	$0	$0
HARRY ZECY	SECRETARY	N/A	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
2025	$335,667	$212,477	$4,743,375	$123,190
2024	$291,321	$354,537	$4,641,018	$-63,216
2023	$222,247	$457,468	$4,704,234	$-235,221
2022	$356,165	$285,479	$4,962,497	$70,686
2021	$299,730	$324,422	$4,913,186	$-24,692
2020	$288,778	$311,075	$4,944,628	$-22,297
2019	$472,291	$288,488	$4,966,925	$183,803
2018	$402,820	$299,940	$4,801,872	$102,880

ALPHA XI CHAPTER OF THE SIGMA CHI FRATERNITY