SIGMA DELTA TAU SOCIETY PSI TAU CHAPTER (EIN 042428297) - 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

1991

Legal Domicile

Principal Officer

STEPHANIE ADAMS

Phone

4135773163

Tax Period

2023-08-01 to 2024-07-31

SIGMA DELTA TAU SOCIETY PSI TAU CHAPTER, founded in 1991, is a small nonprofit that reported $367K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE SOCIAL AND EDUCATIONAL ACTIVITIES FOR STUDENT MEMBERS ATTENDING THE UNIVERSITY OF MASSACHUSETTS.

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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 $24,233

Program Service Revenue $342,653

Investment Income $1

Other Revenue $0

TOTAL REVENUE $366,887

Expense Breakdown

Grants Paid $0

Salaries & Benefits $123,158

Fundraising Expenses $0

Program Expenses $350,265

Other Expenses $235,134

TOTAL EXPENSES $358,292

Year-over-Year Comparison

	2023	2022	Change
Revenue	$366,887	$319,004	+0.2%
Expenses	$358,292	$328,742	+0.1%
Net Income	$8,595	$-9,738	-1.9%

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
LISA KANOVSKY	PRESIDENT	1.00	Officer Director	$0	$0	$0
STEPHANIE ADAMS	TREASURER	1.00	Officer Director	$0	$0	$0
AMY ULISS	SECRETARY	1.00	Officer Director	$0	$0	$0
MERYL GLANTZ	VICE PRESIDE	1.00	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	No data	No data	No data	No data
2024	$366,887	$358,292	$39,532	$8,595
2023	$319,004	$328,742	$53,289	$-9,738
2022	$342,375	$337,399	$39,418	$4,976
2021	$103,314	$159,523	$10,407	$-56,209
2020	$348,948	$343,944	$31,677	$5,004
2019	$276,231	$365,865	$42,694	$-89,634

SIGMA DELTA TAU SOCIETY PSI TAU CHAPTER