SIGMA CHI FRATERNITY GAMMA UPSILON CHAPTER (EIN 640368061) - 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

1947

Legal Domicile

Principal Officer

DOUG CATER

Phone

6626172147

Tax Period

2024-07-01 to 2025-06-30

SIGMA CHI FRATERNITY GAMMA UPSILON CHAPTER, founded in 1947, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $1.4M exceeded revenue, resulting in a 20% operating deficit.

Mission

TO PROVIDE SOCIAL ACTIVITIES TO ITS 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 (2024)

Revenue Breakdown

Contributions & Grants $1,207,485

Program Service Revenue $0

Investment Income $1,331

Other Revenue $0

TOTAL REVENUE $1,208,816

Expense Breakdown

Grants Paid $0

Salaries & Benefits $67,937

Fundraising Expenses $0

Program Expenses $1,448,672

Other Expenses $1,380,735

TOTAL EXPENSES $1,448,672

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,208,816	$1,495,973	-0.2%
Expenses	$1,448,672	$1,428,944	+0.0%
Net Income	$-239,856	$67,029	-4.6%

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

N/A

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
GRAHAM STEVENS	PRESIDENT	0.00	Officer	$0	$0	$0
MICHAEL HAGE	VICE PRESIDENT	0.00	Officer	$0	$0	$0
DREW HUSKISON	TREASURER	20.00	Officer	$0	$0	$0
CHARLIE WINFIELD	CHAPTER ADVISOR	0.00	Officer	$0	$0	$0
DOUG CATER	CHAPTER ADVISOR	0.00	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	$1,208,816	$1,448,672	$58,646	$-239,856
2024	$1,495,973	$1,428,944	$298,753	$67,029
2023	$1,478,583	$1,309,649	$231,223	$168,934
2022	$1,313,062	$1,364,112	$60,980	$-51,050
2021	$808,857	$1,014,336	$114,008	$-205,479
2020	$1,245,736	$1,232,699	$321,059	$13,037
2019	$1,099,596	$1,239,023	$305,572	$-139,427
2018	$879,503	$700,674	$457,735	$178,829

SIGMA CHI FRATERNITY GAMMA UPSILON CHAPTER