ALPHA SIGMA FOUNDATION (EIN 311681459) - 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

1999

Legal Domicile

Principal Officer

SCOTT NORBERG

Phone

9179222914

Tax Period

2023-07-01 to 2024-06-30

ALPHA SIGMA FOUNDATION, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $218K in total revenue in fiscal year 2023. Revenue surged 84% from the prior year, signaling strong growth momentum. The organization ran a surplus of $167K, a strong 77% operating margin.

Mission

TO PROMOTE ADVANCEMENT OF LEARNING

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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 $191,014

Program Service Revenue $0

Investment Income $26,944

Other Revenue $0

TOTAL REVENUE $217,958

Expense Breakdown

Grants Paid $39,057

Salaries & Benefits $0

Fundraising Expenses $8,095

Program Expenses $39,057

Other Expenses $3,325

TOTAL EXPENSES $50,477

Year-over-Year Comparison

	2023	2022	Change
Revenue	$217,958	$118,608	+0.8%
Expenses	$50,477	$40,687	+0.2%
Net Income	$167,481	$77,921	+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

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
SCOTT NORBERG	PRESIDENT	0.25	Officer Director	$0	$0	$0
BEN ADAMS	TREASURER	0.25	Officer Director	$0	$0	$0
WILL CACHINE	DIRECTOR	0.10	Director	$0	$0	$0
DAVID LLOYD	DIRECTOR	0.10	Director	$0	$0	$0
MARC NELSON	DIRECTOR	0.10	Director	$0	$0	$0
TREVOR THORNTON	DIRECTOR	0.10	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
2024	$217,958	$50,477	$1,249,003	$167,481
2023	$118,608	$40,687	$966,503	$77,921
2022	$80,061	$28,547	$824,927	$51,514
2021	$61,444	$27,629	$913,684	$33,815
2020	$28,454	$22,756	$704,862	$5,698
2019	$37,752	$39,454	$728,273	$-1,702

ALPHA SIGMA FOUNDATION