SIGMA BETA XI INC (EIN 300779014) - 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

2010

Legal Domicile

Principal Officer

DARRELL PEEDEN

Phone

9512471700

Tax Period

2023-01-01 to 2023-12-31

SIGMA BETA XI INC, founded in 2010, is a community nonprofit in the Public & Societal Benefit sector that reported $3.3M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $736K, a strong 22% operating margin.

Mission

MENTORING APPROXIMATELY 1000 STUDENTS ON 21 VARIOUS SCHOOL CAMPUSES LOCATED IN THE INLAND EMPIRE METROPOLITAN AREA OF SOUTHERN CALIFORNIA

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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 $3,137,645

Program Service Revenue $142,212

Investment Income $3,126

Other Revenue $43,403

TOTAL REVENUE $3,326,386

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,650,830

Fundraising Expenses $197,112

Program Expenses $2,089,251

Other Expenses $939,591

TOTAL EXPENSES $2,590,421

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,326,386	$2,905,309	+0.1%
Expenses	$2,590,421	$3,341,855	-0.2%
Net Income	$735,965	$-436,546	-2.7%

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

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

$227,077

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DARRELL PEEDEN	President & CEO	40.00	Officer	$81,154	$0	$81,154
BERENICE ZUNIGA	CEO	40.00	Officer	$80,923	$0	$80,923
CONNIE MARBUARY	CFO	40.00	Officer	$65,000	$0	$65,000
GERALD DANIELS PHD	Director	2.00	Director	$0	$0	$0
KEVIN MOORE	Director	2.00	Director	$0	$0	$0
MARK FIELDS	Director	2.00	Director	$0	$0	$0
JASON PARNELL	Director	2.00	Director	$0	$0	$0
DANIEL PEEDEN	Secretary	2.00	Officer	$0	$0	$0
DE SON	Treasurer	2.00	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
2024	No data	No data	No data	No data
2023	$3,326,386	$2,590,421	$5,515,588	$735,965
2022	$2,905,309	$3,341,855	$3,234,169	$-436,546
2021	$2,171,514	$1,809,034	$851,808	$362,480
2020	$1,452,962	$1,446,887	$274,179	$6,075

SIGMA BETA XI INC