Sigma Chi - Alpha Upsilon Chapter (EIN 951222430) - 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

1941

Legal Domicile

Principal Officer

Teddy Dobos

Phone

3102085474

Tax Period

2023-08-01 to 2024-07-31

Sigma Chi - Alpha Upsilon Chapter, founded in 1941, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $1.5M left a modest 4% surplus.

Mission

Local chapter of national college fraternity providing room and board, meeting facilities, and social activites for members only

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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 $1,554,353

Program Service Revenue $0

Investment Income $28

Other Revenue $0

TOTAL REVENUE $1,554,381

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,497,731

Other Expenses $1,497,731

TOTAL EXPENSES $1,497,731

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,554,381	$1,406,355	+0.1%
Expenses	$1,497,731	$1,432,873	+0.0%
Net Income	$56,650	$-26,518	-3.1%

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
Teddy Dobos	President	2.00	Officer	$0	$0	$0
Alex Chanawatr	Treasurer	2.00	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	$1,554,381	$1,497,731	$128,988	$56,650
2023	$1,406,355	$1,432,873	$75,654	$-26,518
2022	$1,167,550	$1,219,129	$71,931	$-51,579
2021	$866,216	$951,727	$111,009	$-85,511
2020	$1,145,760	$1,182,045	$201,954	$-36,285

Sigma Chi - Alpha Upsilon Chapter