Sigma Chi Fraternity Eta Upsilon Chapter (EIN 510207538) - 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

1976

Legal Domicile

Principal Officer

Marshall Daugbjerg

Phone

8478693655

Tax Period

2023-08-01 to 2024-07-31

Sigma Chi Fraternity Eta Upsilon Chapter, founded in 1976, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum.

Mission

Social Club - Fraternity: 180 members.

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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 $67,066

Program Service Revenue $991,861

Investment Income $41

Other Revenue $-16,264

TOTAL REVENUE $1,042,704

Expense Breakdown

Grants Paid $67,066

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $1,016,857

TOTAL EXPENSES $1,083,923

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,042,704	$819,345	+0.3%
Expenses	$1,083,923	$833,021	+0.3%
Net Income	$-41,219	$-13,676	+2.0%

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

180

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
Reid Turner	President (start Jan 24)	20	Officer Director	$0	$0	$0
AJ Kozman	President (end Dec 23)	20	Officer Director	$0	$0	$0
AJ Hanse	Vice President (start Jan 24)	15	Officer Director	$0	$0	$0
Thomas Cooper	Vice President (end Dec 23)	15	Officer Director	$0	$0	$0
Jacob McKenzie	VP of Finance (start Jan 24)	15	Officer Director	$0	$0	$0
Michael Hirsh	VP of Finance (end Dec 23)	15	Officer Director	$0	$0	$0
Walker Lanier	Risk Manager (start Jan 24)	15	Officer Director	$0	$0	$0
Connor Hambrick	Risk Manager (end Dec 23)	15	Officer Director	$0	$0	$0
Bryce Linscomb	Philanthropy Chairman (start Jan 24)	15	Officer Director	$0	$0	$0
Clayton Taylor	Philanthropy Chairman (end Dec 23)	15.00	Officer Director	$0	$0	$0
Nicolas Smecca	Magister (start Jan 24)	15	Officer Director	$0	$0	$0
AJ Hanse	Magister (end Dec 23)	15	Officer Director	$0	$0	$0
Mason Hurt	Recruitment Chair (start Jan 24)	15	Officer Director	$0	$0	$0
Louis Cresci	Recruitment Chair (end Dec 23)	15	Officer Director	$0	$0	$0
Thomas Pham	Treasurer (start Jan 24)	15	Officer	$0	$0	$0
Cam Quillici	Treasurer (end Dec 23)	15	Officer	$0	$0	$0
Jack Treanor	Secretary (start Jan 24)	10	Officer	$0	$0	$0
Walker Gore	Secretary (end Dec 23)	10	Officer	$0	$0	$0
Carson McCormick	Kustos (start Jan 24)	10	Officer	$0	$0	$0
Harrison Moore	Kustos (end Dec 23)	10	Officer	$0	$0	$0
Hudson Lilie	House Manager (start Jan 24)	15.00	Officer	$0	$0	$0
Jaxon Chambers	House Manager (end Dec 23)	15	Officer	$0	$0	$0
Ryan Adams	Scholarship Chair (start Jan 24)	10	Officer	$0	$0	$0
Marshall Daugbjerg	Scholarship Chair (end Dec 23)	10	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	$1,042,704	$1,083,923	$29,995	$-41,219
2023	$819,345	$833,021	$71,214	$-13,676
2022	$972,471	$938,434	$84,890	$34,037
2021	$515,445	$519,547	$50,853	$-4,102
2020	$644,549	$632,776	$54,955	$11,773
2019	$794,639	$785,228	$43,182	$9,411

Sigma Chi Fraternity Eta Upsilon Chapter