PHI SIGMA SIGMA FOUNDATION INC (EIN 205942561) - 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

2006

Legal Domicile

Principal Officer

VANESSA FREEMAN ZERHUSEN

Phone

4107991224

Tax Period

2024-07-01 to 2025-06-30

PHI SIGMA SIGMA FOUNDATION INC, founded in 2006, is a small nonprofit in the Education sector that reported $916K in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $816K left a modest 11% surplus.

Mission

RAISE FUNDS FOR THE PURPOSE OF PROVIDING EDUCATIONAL GRANTS, SCHOLARSHIPS, LEADERSHIP, EDUCATIONAL PROGRAMMING & SUPPORT OF CHARITABLE ORGANIZATIONS.

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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 $678,121

Program Service Revenue $0

Investment Income $237,863

Other Revenue $0

TOTAL REVENUE $915,984

Expense Breakdown

Grants Paid $616,277

Salaries & Benefits $0

Fundraising Expenses $47,635

Program Expenses $626,403

Other Expenses $199,882

TOTAL EXPENSES $816,159

Year-over-Year Comparison

	2024	2023	Change
Revenue	$915,984	$662,167	+0.4%
Expenses	$816,159	$645,116	+0.3%
Net Income	$99,825	$17,051	+4.9%

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

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

$147,679

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VANESSA FREEMAN ZERHUSEN	PRESIDENT	5.00	Officer Director	$0	$0	$0
MELISSA SYLVESTER	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MARCIE BERSON	TREASURER	3.00	Officer Director	$0	$0	$0
MEGGIE BAKER DANIEL	DIRECTOR	1.00	Director	$0	$0	$0
JO KUPBENS	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE ARDERN	EXECUTIVE DIRECTOR	5.00	Officer	$0	$5,135	$147,679

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	$915,984	$816,159	$4,600,272	$99,825
2024	$662,167	$645,116	$4,306,002	$17,051
2023	$528,345	$495,223	$4,004,353	$33,122
2022	$562,043	$483,266	$3,676,256	$78,777
2021	$660,188	$565,951	$4,162,612	$94,237
2020	$876,739	$646,420	$3,384,648	$230,319
2019	$410,729	$320,347	$3,035,627	$90,382

PHI SIGMA SIGMA FOUNDATION INC