PSI IOTA XI CHARITIES INC (EIN 351077796) - 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

1969

Legal Domicile

Principal Officer

MARGARET SIKORA

Phone

7652883835

Tax Period

2024-06-01 to 2025-05-31

PSI IOTA XI CHARITIES INC, founded in 1969, is a micro nonprofit that reported $73K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $108K exceeded revenue, resulting in a 48% operating deficit.

Mission

DISTRIBUTE MONIES TO LOCAL CHARITABLE ORGANIZATIONS FOR PHILANTHROPIC PURPOSES

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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 $41,058

Program Service Revenue $0

Investment Income $54,173

Other Revenue $-22,378

TOTAL REVENUE $72,853

Expense Breakdown

Grants Paid $63,666

Salaries & Benefits $5,393

Fundraising Expenses $0

Program Expenses $93,675

Other Expenses $38,622

TOTAL EXPENSES $107,681

Year-over-Year Comparison

	2024	2023	Change
Revenue	$72,853	$76,724	-0.1%
Expenses	$107,681	$103,451	+0.0%
Net Income	$-34,828	$-26,727	+0.3%

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

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

$4,378

Total Directors

$4,378

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLYN DEWITT	PRESIDENT	5.00	Officer Director	$0	$0	$0
AUDREA KOONTZ	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
SUE TAYLOR	SECRETARY	2.00	Officer Director	$0	$0	$0
MARGARET SIKORA	TREASURER	5.00	Officer Director	$4,378	$0	$4,378
CHRISTY KEELY	HOUSE CHAIR	2.00	Director	$0	$0	$0
PAM GILLUM	MARKING CHAIR	2.00	Director	$0	$0	$0
RALU WOLFE	ASST MARKING CHAIR	2.00	Director	$0	$0	$0
AMANDA DUNNUCK	SELLING CHAIR	2.00	Director	$0	$0	$0
SHERRY RIDENOUR	ASST SELLING CHAIR	2.00	Director	$0	$0	$0
CAROL KOSISKO	PUBLIC RELATIONS CHAIR	2.00	Director	$0	$0	$0
ANN ARWOOD	ENDOWMENT CHAIR	2.00	Director	$0	$0	$0
SHARI DIXON	ALPHA PRESIDENT	1.00	Director	$0	$0	$0
SANDY MCCALLISTER	ALPHA PARLIAMENTARIAN	1.00	Director	$0	$0	$0
LOIS LARGENT	ADVISOR	1.00	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
2025	$72,853	$107,681	$1,144,630	$-34,828
2024	$76,724	$103,451	$1,143,150	$-26,727
2023	$62,844	$88,086	$1,066,365	$-25,242
2022	$115,594	$118,471	$1,124,482	$-2,877
2021	$114,346	$61,753	$1,240,658	$52,593
2020	$90,652	$46,839	$986,217	$43,813
2019	$71,242	$56,678	$958,674	$14,564

PSI IOTA XI CHARITIES INC