PHI SIGMA SIGMA INC - GAMMA NU CHAPTER (EIN 271836924) - 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

2000

Legal Domicile

Principal Officer

WENDY LAU

Phone

4107991224

Tax Period

2019-07-01 to 2020-06-30

PHI SIGMA SIGMA INC - GAMMA NU CHAPTER, founded in 2000, is a small nonprofit that reported $130K in total revenue in fiscal year 2019. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $25K, a strong 20% operating margin.

Mission

PROMOTE THE FELLOWSHIP OF ITS MEMBERS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $10,074

Program Service Revenue $101,133

Investment Income $0

Other Revenue $18,460

TOTAL REVENUE $129,667

Expense Breakdown

Grants Paid $17,551

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $86,719

TOTAL EXPENSES $104,270

Year-over-Year Comparison

	2019	2018	Change
Revenue	$129,667	$160,744	-0.2%
Expenses	$104,270	$187,824	-0.4%
Net Income	$25,397	$-27,080	-1.9%

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

101

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
CATHY BOCHNAK	FORMER ARCHON	5.00	Director	$0	$0	$0
JULIA GIACOBBE	FORMER VICE ARCHON	5.00	Director	$0	$0	$0
KATELYN GRIFFITH	FORMER BURSAR	5.00	Director	$0	$0	$0
FAITH D'ALESSANDRO	FORMER SCRIBE	5.00	Director	$0	$0	$0
EVA POLESCHUK	ARCHON	5.00	Officer Director	$0	$0	$0
DANIELLE BURO	VICE ARCHON	5.00	Officer Director	$0	$0	$0
KATE MACDONALD	BURSAR	5.00	Officer Director	$0	$0	$0
ALISSA AFONSO	SCRIBE	5.00	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
2025	No data	No data	No data	No data
2020	$129,667	$104,270	$32,379	$25,397
2019	$160,744	$187,824	$6,982	$-27,080

PHI SIGMA SIGMA INC - GAMMA NU CHAPTER