Trojan Sig Foundation (EIN 832880858) - 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

2019

Legal Domicile

Principal Officer

Kerry McCluggage

Phone

3102085474

Tax Period

2023-08-01 to 2024-07-31

Trojan Sig Foundation, founded in 2019, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $817K in total revenue in fiscal year 2023. Revenue surged 60% from the prior year, signaling strong growth momentum. The organization ran a surplus of $667K, a strong 82% operating margin.

Mission

To aid, encourage, promote, and contribute to the education and welfare of past, current and future members of the Alpha Upsilon Chapter of Sigma Chi Fraternity, at the University of Southern California, and provide grants to or for the benefit of the Chapter and/or to a supporting house corporation.

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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 $791,246

Program Service Revenue $0

Investment Income $26,146

Other Revenue $0

TOTAL REVENUE $817,392

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $108,000

Program Expenses $42,207

Other Expenses $42,207

TOTAL EXPENSES $150,207

Year-over-Year Comparison

	2023	2022	Change
Revenue	$817,392	$509,404	+0.6%
Expenses	$150,207	$128,351	+0.2%
Net Income	$667,185	$381,053	+0.8%

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

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
Kerry McCluggage	President	1.00	Officer	$0	$0	$0
Robert Vogelzang	Vice-President	1.00	Officer	$0	$0	$0
Kendall Young	Treasurer	1.00	Officer	$0	$0	$0
Duncan L Matteson Jr	Secretary	1.00	Officer	$0	$0	$0
Jim Burk	Director	1.00	Director	$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	$817,392	$150,207	$1,949,519	$667,185
2023	$509,404	$128,351	$1,282,335	$381,053
2022	$1,320,586	$538,610	$901,283	$781,976
2021	$473,101	$735,939	$119,308	$-262,838
2020	$395,500	$17,785	$382,145	$377,715

Trojan Sig Foundation