SIGMA CHI FRATERNITY IOTA GAMMA CHAPTER

EIN: 591228144 Education

Jacksonville, FL

Total Revenue
N/A
Total Expenses
$21,000
Total Assets
$9,450
Net Assets
$3,650
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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
1985
Legal Domicile
FL
Principal Officer
Robert Fogle
Phone
9788573714
Tax Period
2025-07-01 to 2026-03-31

Mission

To educate new members and teach them to be transformational leaders.

Program Service Accomplishments

Program 1

The Iota Gamma chapter has received the Peterson award from Sigma Chi headquarters the past two years. This recognizes our chapter as a top chapter in the country.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $0
Other Expenses $21,000
TOTAL EXPENSES $21,000

Year-over-Year Comparison

2025 2024 Change
Revenue N/A N/A N/A
Expenses $21,000 N/A N/A
Net Income N/A $0 N/A
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

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Governance

Voting Members
10
Independent Members
N/A
Employees
N/A
Volunteers
70

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
10
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Spencer Ramer Alumni Relations 5
Officer
$0 $0 $0
Zachary Day President 15
Officer
$0 $0 $0
Ayden Schott Vice President 12
Officer
$0 $0 $0
Brendan Abney Educator 8
Officer
$0 $0 $0
Jared Simoneau Treasurer 6
Officer
$0 $0 $0
Ethan Rokicki Ritual Leader 4
Officer
$0 $0 $0
Patrick Martinez Social Chair 5
Officer
$0 $0 $0
Brennan Jackson Recruitment Chair 10
Officer
$0 $0 $0
Cameron Hooks Annotator 3
Officer
$0 $0 $0
Robert Dion Risk Manager 6
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
2026 No data $21,000 $9,450 No data
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