PHI SIGMA KAPPA GRAND CHAPTER OF OMICRON (EIN 046197951) - 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

1919

Legal Domicile

Principal Officer

JOHN SADLIER

Tax Period

2023-09-01 to 2024-08-31

PHI SIGMA KAPPA GRAND CHAPTER OF OMICRON, founded in 1919, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 78% from the prior year, signaling strong growth momentum. The organization ran a surplus of $647K, a strong 50% operating margin.

Mission

SEE PART III, LINE 4a

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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 $649,039

Program Service Revenue $652,954

Investment Income $21

Other Revenue $0

TOTAL REVENUE $1,302,014

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $655,100

Other Expenses $655,100

TOTAL EXPENSES $655,100

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,302,014	$730,545	+0.8%
Expenses	$655,100	$686,451	0.0%
Net Income	$646,914	$44,094	+13.7%

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

N/A

Independent Members

N/A

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	Role	Reportable Comp	Other Comp	Total
JAMES CONROY	DIRECTOR	Director	$0	$0	$0
ALEXANDER TELLEZ	DIRECTOR	Director	$0	$0	$0
ROBERT XAVIER	DIRECTOR	Director	$0	$0	$0
ISAAC PERPER	DIRECTOR	Director	$0	$0	$0
JAN WOJCIK	DIRECTOR	Director	$0	$0	$0
SEAN BEAUSOLEIL	PRESIDENT	Officer	$0	$0	$0
JOHN SADLIER	TREASURER	Officer	$0	$0	$0
JOE MCMAHON	SECRETARY	Officer	$0	$0	$0
DAVID POBEREJSKY	VICE PRESIDENT	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
2024	$1,302,014	$655,100	$2,485,361	$646,914
2023	$730,545	$686,451	$2,600,715	$44,094
2022	$987,511	$602,312	$2,608,653	$385,199
2021	$292,237	$351,778	$2,237,880	$-59,541

PHI SIGMA KAPPA GRAND CHAPTER OF OMICRON