SIGMA PSI ZETA SORORITY INC

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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

1994

Legal Domicile

Principal Officer

ANN TRAN

Phone

7033951898

Tax Period

2023-01-01 to 2023-12-31

SIGMA PSI ZETA SORORITY INC, founded in 1994, is a small nonprofit in the Education sector that reported $191K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $112K, a strong 59% operating margin.

Mission

OUR NBSP;MISSION NBSP;IS NBSP;TO NBSP;BUILD NBSP;A NBSP;SUPPORTIVE NBSP;COMMUNITY NBSP;THAT NBSP;EMPOWERS NBSP;WOMXN NBSP;AND NBSP;ARE NBSP;DEDICATED NBSP;TO NBSP;ADVANCING NBSP;EDUCATION NBSP;PROMOTING NBSP;CULTURAL NBSP;AWARENESS NBSP;AND NBSP;SUPPORTING NBSP;OUR NBSP;NATIONAL NBSP;PHILANTHROPY NBSP;COMBATING NBSP;DOMESTIC NBSP;VIOLENCE NBSP;AGAINST NBSP;WOMXN

Program Service Accomplishments

Program 1

NATIONAL CONVENTION BRINGS TOGETHER MEMBERS FROM CHAPTERS ACROSS THE COUNTRY TO ENGAGE IN LEADERSHIP DEVELOPMENT ORGANIZATIONAL PLANNING AND CULTURAL EDUCATION. CONVENTION PROVIDES WORKSHOPS TRAINING SESSIONS AND NETWORKING OPPORTUNITIES TO SUPPORT THE PERSONAL AND PROFESSIONAL GROWTH OF OUR MEMBERS AND PROMOTE THE SORORITY S MISSION OF SISTERHOOD SCHOLARSHIP AND SERVICE.

Program 2

REGIONAL RALLIES ARE LOCALIZED LEADERSHIP TRAINING OPERATIONAL SUPPORT AND COMMUNITY BUILDING OPPORTUNITIES FOR OUR UNDERGRADUATE AND ALUMNI MEMBERS. THESE EVENTS FOCUSED ON CHAPTER DEVELOPMENT...

REGIONAL RALLIES ARE LOCALIZED LEADERSHIP TRAINING OPERATIONAL SUPPORT AND COMMUNITY BUILDING OPPORTUNITIES FOR OUR UNDERGRADUATE AND ALUMNI MEMBERS. THESE EVENTS FOCUSED ON CHAPTER DEVELOPMENT CULTURAL EDUCATION AND STRATEGIC PLANNING ALLOWING MEMBERS TO COLLABORATE WITHIN THEIR REGION AND STRENGTHEN THEIR UNDERSTANDING OF THE SORORITYS VALUES AND GOALS.

Program 3

LEADERSHIP SUMMIT IS A FOCUSED EVENT DESIGNED EXCLUSIVELY FOR THE EXECUTIVE LEADERSHIP OF EACH CHAPTER AND CHARTER. THE SUMMIT PROVIDES ADVANCED TRAINING ON GOVERNANCE STRATEGIC PLANNING RISK...

LEADERSHIP SUMMIT IS A FOCUSED EVENT DESIGNED EXCLUSIVELY FOR THE EXECUTIVE LEADERSHIP OF EACH CHAPTER AND CHARTER. THE SUMMIT PROVIDES ADVANCED TRAINING ON GOVERNANCE STRATEGIC PLANNING RISK MANAGEMENT AND VALUES-BASED LEADERSHIP TO PREPARE STUDENT LEADERS FOR THE RESPONSIBILITIES OF OVERSEEING CHAPTER OPERATIONS.

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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 $0

Program Service Revenue $174,634

Investment Income $0

Other Revenue $16,658

TOTAL REVENUE $191,292

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $70,671

TOTAL EXPENSES $79,262

Year-over-Year Comparison

	2023	2022	Change
Revenue	$191,292	$167,876	+0.1%
Expenses	$79,262	$113,267	-0.3%
Net Income	$112,030	$54,609	+1.1%

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

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
MEGAN FLAHERTY-LAING	PRESIDENT	010.00	Officer	$0	$0	$0
LILIMAY BANGOY	VP OF FINANCE	010.00	Officer	$0	$0	$0
KIM MAI	VP OF MEMBERSHIP	010.00	Officer	$0	$0	$0
LI-SHIN LIN	VP OF NEW MEMBER EDUCATION	010.00	Officer	$0	$0	$0
NATALIE MENDEZ	VP OF PROGRAMMING	010.00	Officer	$0	$0	$0
ANNIE NGUYEN	VP OF EXPANSION AND GROWTH	010.00	Officer	$0	$0	$0
AIMEE ROSE GAMBOA	VP OF COMMUNICATIONS	010.00	Officer	$0	$0	$0
CAROL CHUANG	DIRECTOR	010.00	Director	$0	$0	$0
SYLVIA HALL	DIRECTOR	010.00	Director	$0	$0	$0
WENDY HO	DIRECTOR	010.00	Director	$0	$0	$0
JUDITH HWANG	VICE CHAIR	010.00	Director	$0	$0	$0
NANCY LAURICELLA	DIRECTOR	010.00	Director	$0	$0	$0
MEI YIN NG	BOARD CHAIR	010.00	Director	$0	$0	$0
ANN TRAN	DIRECTOR	010.00	Director	$0	$0	$0
SARAH TSANG	DIRECTOR	010.00	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	No data	No data	No data	No data
2023	$191,292	$79,262	$430,562	$112,030