ALUMNI OF BETA PI CHAPTER OF SIGMA CHI (EIN 936023157) - 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

1925

Legal Domicile

Principal Officer

MARK CONAN

Phone

5034229632

Tax Period

2024-07-01 to 2025-06-30

ALUMNI OF BETA PI CHAPTER OF SIGMA CHI, founded in 1925, is a micro nonprofit in the Education sector that reported $3K in total revenue in fiscal year 2024. The organization ran a surplus of $453, a strong 17% operating margin.

Mission

SUPPORT MEMBERS OF THE BETA PI CHAPTER OF SIGMA CHI AND PROVIDE A FRATERNAL ASSOCIATION FOR ALUMNI.

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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 (2024)

Revenue Breakdown

Contributions & Grants $22,343

Program Service Revenue $0

Investment Income $4,231

Other Revenue $-23,896

TOTAL REVENUE $2,678

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,225

TOTAL EXPENSES $2,225

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,678	$-111,098	-1.0%
Expenses	$2,225	$7,886	-0.7%
Net Income	$453	$-118,984	-1.0%

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
TY OLIVER	PRESIDENT AND DIRECTOR	2.00	Officer Director	$0	$0	$0
KEVIN MEIER	CO-VICE PRESIDENT AND DIRECTOR	1.00	Officer Director	$0	$0	$0
MARK STANFORD	CO-VICE PRESIDENT AND DIRECTOR	1.00	Officer Director	$0	$0	$0
MARK CONAN	SECRETARY, TREASURER, AND DIRECTOR	2.00	Officer Director	$0	$0	$0
DYLAN WHITELOCK-WOLFF	DIRECTOR	1.00	Director	$0	$0	$0
LARRY HAROUN	DIRECTOR	1.00	Director	$0	$0	$0
PETER POTWIN	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
2025	$2,678	$2,225	$627,441	$453
2024	$-111,098	$7,886	$625,464	$-118,984

ALUMNI OF BETA PI CHAPTER OF SIGMA CHI