Beta Rho Chapter of Sigma Chi

EIN: 810194543

Bozeman, MT

Total Revenue
$322,638
Total Expenses
$290,817
Total Assets
$342,332
Net Assets
$261,605
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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
1917
Legal Domicile
MT
Principal Officer
John Hertz
Phone
4083484337
Tax Period
2025-01-01 to 2025-12-31

Beta Rho Chapter of Sigma Chi, founded in 1917, is a small nonprofit that reported $323K in total revenue in fiscal year 2025. Expenses of $291K left a modest 10% surplus.

Mission

To Provide room and board for affiliate students a fraternal organization at Montana State University

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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 $32,360
Program Service Revenue $290,278
Investment Income $0
Other Revenue $0
TOTAL REVENUE $322,638

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $290,817
Other Expenses $290,817
TOTAL EXPENSES $290,817

Year-over-Year Comparison

2025 2024 Change
Revenue $322,638 $332,480 0.0%
Expenses $290,817 $341,014 -0.1%
Net Income $31,821 $-8,534 -4.7%
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
88
Independent Members
88
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
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Mark Lebrini President 15.00
Officer
$0 $0 $0
Daniel Bitton Vice President 15.00
Officer
$0 $0 $0
Braxon DiMaggio Treasurer 15.00
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 $322,638 $290,817 $342,332 $31,821
2024 $332,480 $341,014 $274,852 $-8,534
2023 $378,815 $333,186 $277,446 $45,629
2022 $330,869 $324,059 $238,516 $6,810
2021 $260,736 $274,779 $247,058 $-14,043
2020 $262,764 $244,124 $258,026 $18,640
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