SIGMA PI EDUCATIONAL FOUNDATION INC (EIN 226034109) - 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

1952

Legal Domicile

Principal Officer

DANIEL DAUGHERTY

Phone

6159212300

Tax Period

2024-07-01 to 2025-06-30

SIGMA PI EDUCATIONAL FOUNDATION INC, founded in 1952, is a small nonprofit in the Education sector that reported $332K in total revenue in fiscal year 2024. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $74K, a strong 22% operating margin.

Mission

EDUCATIONAL AND LEADERSHIP DEVELOPMENT

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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 $178,828

Program Service Revenue $0

Investment Income $182,540

Other Revenue $-29,201

TOTAL REVENUE $332,167

Expense Breakdown

Grants Paid $98,440

Salaries & Benefits $0

Fundraising Expenses $2,955

Program Expenses $100,142

Other Expenses $160,146

TOTAL EXPENSES $258,586

Year-over-Year Comparison

	2024	2023	Change
Revenue	$332,167	$489,879	-0.3%
Expenses	$258,586	$1,120,496	-0.8%
Net Income	$73,581	$-630,617	-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
NIK CHILLAR	VP INVESTMEN	1.00	Officer Director	$0	$0	$0
MIKE LONG	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DANIEL DAUGHERTY	TREASURER	1.00	Officer Director	$0	$0	$0
SHANE RAY	SECRETARY	1.00	Officer Director	$0	$0	$0
TODD GRIFFIN	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK REIMER	TRUSTEE	1.00	Director	$0	$0	$0
JONATHAN FROST	CEO	5.00	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
2025	$332,167	$258,586	$5,835,833	$73,581
2023	$1,140,002	$309,240	$5,640,758	$830,762
2022	$849,064	$333,396	$5,123,334	$515,668
2021	$449,328	$257,787	$5,337,984	$191,541
2020	$354,889	$181,610	$4,284,370	$173,279
2019	$370,118	$207,887	$4,110,507	$162,231
2018	$408,743	$201,971	$3,941,998	$206,772

SIGMA PI EDUCATIONAL FOUNDATION INC