PHI SIGMA KAPPA GRAND CHAPTER OF O… - Form 990 Financial Data

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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

2024-09-01 to 2025-08-31

PHI SIGMA KAPPA GRAND CHAPTER OF OMICRON, founded in 1919, is a small nonprofit that reported $721K in total revenue in fiscal year 2024. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $678K left a modest 6% surplus.

Mission

SEE BELOW (4A)

Program Service Accomplishments

Program 1

Expenses: $677,995

TO PROVIDE THE NECESSARY EQUIPMENT AND QUARTERS NEEDED TO MAINTAIN A CHAPTER OF PHI SIGMA KAPPA IN MASSACHUSETTS, WHICH IT HAS BEEN DOING SINCE 1919. REVENUE TO DO THIS COMES FROM MEMBERSHIP DUES...

TO PROVIDE THE NECESSARY EQUIPMENT AND QUARTERS NEEDED TO MAINTAIN A CHAPTER OF PHI SIGMA KAPPA IN MASSACHUSETTS, WHICH IT HAS BEEN DOING SINCE 1919. REVENUE TO DO THIS COMES FROM MEMBERSHIP DUES, ASSESSMENTS AND REIMBURSEMENTS.

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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 $25,107

Program Service Revenue $695,381

Investment Income $19

Other Revenue $0

TOTAL REVENUE $720,507

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $677,995

Other Expenses $677,996

TOTAL EXPENSES $677,996

Year-over-Year Comparison

	2024	2023	Change
Revenue	$720,507	$1,302,014	-0.4%
Expenses	$677,996	$655,100	+0.0%
Net Income	$42,511	$646,914	-0.9%

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

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
JOE MCMAHON	SECRETARY	Director	$0	$0	$0
JAMES CONROY	DIRECTOR	Director	$0	$0	$0
ALEXANDER TELLEZ	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
DAVID POBEREJSKY	VICE PRESIDENT	Officer	$0	$0	$0
ROBERT XAVIER	CLERK	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	$720,507	$677,996	$2,453,786	$42,511
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