Sigma Chi Fraternity Theta Rho Chapter (EIN 844269089) - 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

1985

Legal Domicile

Principal Officer

Joe Schweska

Phone

8478693655

Tax Period

2025-01-01 to 2025-12-31

Sigma Chi Fraternity Theta Rho Chapter, founded in 1985, is a small nonprofit that reported $205K in total revenue in fiscal year 2025. Revenue decreased 8% compared to the prior year. Expenses of $194K left a modest 5% surplus.

Mission

Social Club - Fraternity: 53 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 (2025)

Revenue Breakdown

Contributions & Grants $7,582

Program Service Revenue $200,200

Investment Income $0

Other Revenue $-3,225

TOTAL REVENUE $204,557

Expense Breakdown

Grants Paid $7,352

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $186,954

TOTAL EXPENSES $194,306

Year-over-Year Comparison

	2025	2024	Change
Revenue	$204,557	$223,410	-0.1%
Expenses	$194,306	$219,315	-0.1%
Net Income	$10,251	$4,095	+1.5%

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

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
Joey Dubrock	President	10	Officer Director	$0	$0	$0
Joe Schweska	Vice President	5	Officer Director	$0	$0	$0
Jack Limas	Secretary	1	Officer Director	$0	$0	$0
Matt Garrity	Treasurer	5	Officer Director	$0	$0	$0
John Hoeflich	Pledge Master	4	Officer Director	$0	$0	$0
Kaden Keys	Recruitment	3	Officer Director	$0	$0	$0
Noah Karras	Risk Manager	2	Officer Director	$0	$0	$0
Lucas Priebe	Scholarship	4	Officer Director	$0	$0	$0
Brad Jones	Ritual Protector	3	Officer Director	$0	$0	$0
Max Jablonski	Tribune	3	Officer Director	$0	$0	$0
Dylan Quivey	Philanthropy/House Manager	3	Officer Director	$0	$0	$0
Aidan O'Hara	Historian	3	Officer Director	$0	$0	$0
Owen Kaulkman	Chapter Editor	3	Officer 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
2025	$204,557	$194,306	$56,710	$10,251
2024	$223,410	$219,315	$46,459	$4,095
2023	$208,368	$204,571	$42,364	$3,797
2022	$267,279	$251,969	$38,567	$15,310

Sigma Chi Fraternity Theta Rho Chapter