Sigma Phi Society (EIN 135392442) - 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

1827

Legal Domicile

Principal Officer

Brendan Mccurdy

Phone

5207773055

Tax Period

2020-01-01 to 2020-12-31

Sigma Phi Society, founded in 1827, is a micro nonprofit that reported $43K in total revenue in fiscal year 2020. Revenue fell 67% from the prior year — a significant decline worth monitoring. Expenses of $106K exceeded revenue, resulting in a 146% operating deficit.

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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $43,870

Investment Income $-734

Other Revenue $0

TOTAL REVENUE $43,136

Expense Breakdown

Grants Paid $0

Salaries & Benefits $36,334

Fundraising Expenses $0

Other Expenses $69,599

TOTAL EXPENSES $105,933

Year-over-Year Comparison

	2020	2019	Change
Revenue	$43,136	$130,680	-0.7%
Expenses	$105,933	$97,570	+0.1%
Net Income	$-62,797	$33,110	-2.9%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ronald Lackey	General Counsel	1.00	Director	$0	$0	$0
Brendan Mccurdy	Chairman	1.00	Officer	$0	$0	$0
Robert Guthrie	Treasurer	1.00	Officer	$0	$0	$0
Jim Hanson	Vice Chairman	1.00	Officer	$0	$0	$0
Marshall Solem	Secretary	1.00	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
2020	$43,136	$105,933	$220,630	$-62,797
2019	$130,680	$97,570	$272,359	$33,110
2018	$135,541	$128,486	$224,095	$7,055

Sigma Phi Society