SIGMA CHI FRATERNITY GAMMA EPSILON CHAP WHITMAN COLLEGE (EIN 910564940) - 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

Principal Officer

IAN EDWARDS

Phone

5095252923

Tax Period

2023-07-01 to 2024-06-30

SIGMA CHI FRATERNITY GAMMA EPSILON CHAP WHITMAN COLLEGE is a small nonprofit that reported $147K in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Expenses of $139K left a modest 5% surplus.

Mission

TO OPERATE A COLLEGE FRATERNITY HOUSE

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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 $146,627

Investment Income $56

Other Revenue $0

TOTAL REVENUE $146,683

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,949

Fundraising Expenses $0

Program Expenses $138,937

Other Expenses $116,988

TOTAL EXPENSES $138,937

Year-over-Year Comparison

	2023	2022	Change
Revenue	$146,683	$182,019	-0.2%
Expenses	$138,937	$220,676	-0.4%
Net Income	$7,746	$-38,657	-1.2%

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

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
IAN EDWARDS	ALUMNI ADVIS	N/A		$0	$0	$0
FRANCISCO ELIA-BENEFIELD	TREASURER	N/A	Officer	$0	$0	$0
ERIK KORSMO	CHAPTER CO-A	N/A	Officer	$0	$0	$0
ADAM LEPP	PRESIDENT	N/A	Officer	$0	$0	$0
ANTHONY PETRICH	HOUSE MANAGE	N/A	Officer	$0	$0	$0
AUSTIN WHEELER	CHAPTER CO-A	N/A	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	No data	No data	No data	No data
2024	$146,683	$138,937	$55,363	$7,746
2023	$182,019	$220,676	$66,102	$-38,657
2022	$195,184	$176,130	$255,024	$19,054
2021	$141,341	$123,374	$243,906	$17,967
2020	$226,731	$174,883	$215,769	$51,848

SIGMA CHI FRATERNITY GAMMA EPSILON CHAP WHITMAN COLLEGE