SIGMA PHI EDUCATIONAL FOUNDATION (EIN 133269746) - 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

1985

Legal Domicile

Principal Officer

SAME AS ABOVE

Phone

5204440672

Tax Period

2024-01-01 to 2024-12-31

SIGMA PHI EDUCATIONAL FOUNDATION, founded in 1985, is a small nonprofit that reported $157K in total revenue in fiscal year 2024. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $133K, a strong 84% operating margin.

Mission

EDUCATION

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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 $116,843

Program Service Revenue $0

Investment Income $40,638

Other Revenue $0

TOTAL REVENUE $157,481

Expense Breakdown

Grants Paid $1,385

Salaries & Benefits $0

Fundraising Expenses $1,451

Program Expenses $2,535

Other Expenses $23,311

TOTAL EXPENSES $24,696

Year-over-Year Comparison

	2024	2023	Change
Revenue	$157,481	$96,459	+0.6%
Expenses	$24,696	$36,951	-0.3%
Net Income	$132,785	$59,508	+1.2%

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
DANIEL P NEUMANN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SCOTT HEKEL	SECRETARY	1.00	Officer Director	$0	$0	$0
JACK ROMAINE	PRESIDENT	1.00	Officer Director	$0	$0	$0
BOB DALY	TREASURER	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
2024	$157,481	$24,696	$855,941	$132,785
2023	$96,459	$36,951	$633,730	$59,508
2022	$7,719	$30,533	$503,793	$-22,814
2021	$22,706	$8,110	$629,371	$14,596
2020	$26,915	$15,901	$536,271	$11,014
2019	$45,581	$67,828	$504,931	$-22,247
2018	$79,784	$82,916	$423,434	$-3,132

SIGMA PHI EDUCATIONAL FOUNDATION