SIGMA CHI FRATERNITY UPSILON UPSILON CHAPTER (EIN 910410730) - 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

1903

Legal Domicile

Principal Officer

MITCHELL HALPERN

Tax Period

2023-09-01 to 2024-08-31

SIGMA CHI FRATERNITY UPSILON UPSILON CHAPTER, founded in 1903, is a small nonprofit that reported $924K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year.

Mission

LOCAL CHAPTER OF NATIONAL FRATERNITY

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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 $0

Program Service Revenue $924,497

Investment Income $0

Other Revenue $0

TOTAL REVENUE $924,497

Expense Breakdown

Grants Paid $1,102

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $911,056

TOTAL EXPENSES $912,158

Year-over-Year Comparison

	2023	2022	Change
Revenue	$924,497	$988,292	-0.1%
Expenses	$912,158	$987,953	-0.1%
Net Income	$12,339	$339	+35.4%

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

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
MARSHALL GABERMAN	TREASURER 24	5.00	Officer Director	$0	$0	$0
SAVA GEBHARDT	RISK MGR 24	5.00	Director	$0	$0	$0
GAVIN GRAHAM	HOUSE MGR 24	5.00	Director	$0	$0	$0
MITCHELL HALPERN	PRESIDENT 24	5.00	Officer Director	$0	$0	$0
BLAKE HARDISON	HOUSE MGR 23	5.00	Director	$0	$0	$0
LUKE HERMELEE	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
RYAN MANSISIDOR	TREASURER 23	5.00	Officer Director	$0	$0	$0
CAMERON MCCAW	PRESIDENT 23	5.00	Officer Director	$0	$0	$0
ALEXANDER PAEK	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
HARRISON SYLVER	HOUSE MGR 23	5.00	Director	$0	$0	$0
QUINTON WALKER	RISK MGR 23-	5.00	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	$924,497	$912,158	$45,700	$12,339
2023	$988,292	$987,953	$34,300	$339
2022	$893,904	$910,628	$35,958	$-16,724
2021	$716,404	$740,008	$50,937	$-23,604
2020	$696,901	$695,495	$79,155	$1,406

SIGMA CHI FRATERNITY UPSILON UPSILON CHAPTER