Sigma Chi Fraternity Beta Kappa Chapter

EIN: 736100261

Norman, OK

Total Revenue
$1,279,512
Total Expenses
$824,323
Total Assets
$1,946,668
Net Assets
$1,531,061
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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
1912
Legal Domicile
OK
Phone
4053649134
Tax Period
2023-08-01 to 2024-07-31

Sigma Chi Fraternity Beta Kappa Chapter, founded in 1912, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $455K, a strong 36% operating margin.

Mission

See Supporting Statement

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,033,359
Program Service Revenue $0
Investment Income $8,020
Other Revenue $238,133
TOTAL REVENUE $1,279,512

Expense Breakdown

Grants Paid $27,350
Salaries & Benefits $59,634
Fundraising Expenses $0
Other Expenses $737,339
TOTAL EXPENSES $824,323

Year-over-Year Comparison

2023 2022 Change
Revenue $1,279,512 $921,025 +0.4%
Expenses $824,323 $699,130 +0.2%
Net Income $455,189 $221,895 +1.1%
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
3
Independent Members
3
Employees
2
Volunteers
50

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
3
$14,000
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Austin Bond President 1.00
Officer
$0 $0 $0
Mark Welch Treasurer 25.00
Officer
$14,000 $0 $14,000
Lawson Vogel Secretary 1.00
Officer
$0 $0 $0
Dathan Shades Operations Manager 20.00
$14,000 $0 $14,000
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 $1,279,512 $824,323 $1,946,668 $455,189
2023 $921,025 $699,130 $2,017,437 $221,895
2022 $789,659 $626,193 $1,721,748 $163,466
2021 $572,045 $599,559 $1,627,553 $-27,514
2020 $629,644 $532,291 $1,374,910 $97,353
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