SIGMA KAPPA FOUNDATION

EIN: 351778450 501(c)(3) Education

CARMEL, IN

Total Revenue
$2,323,343
Total Expenses
$1,220,192
Total Assets
$12,100,480
Net Assets
$11,850,943
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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
1989
Legal Domicile
IN
Principal Officer
LISA SWIONTEK
Phone
3178723275
Tax Period
2024-06-01 to 2025-05-31

SIGMA KAPPA FOUNDATION, founded in 1989, is a community nonprofit in the Education sector that reported $2.3M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 47% operating margin.

Mission

THE SIGMA KAPPA FOUNDATION EXISTS TO ENHANCE THE LIVES OF SIGMA KAPPA 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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,577,955
Program Service Revenue $0
Investment Income $745,388
Other Revenue $0
TOTAL REVENUE $2,323,343

Expense Breakdown

Grants Paid $346,061
Salaries & Benefits $444,276
Fundraising Expenses $301,323
Program Expenses $594,319
Other Expenses $429,855
TOTAL EXPENSES $1,220,192

Year-over-Year Comparison

2024 2023 Change
Revenue $2,323,343 $1,720,495 +0.4%
Expenses $1,220,192 $1,213,210 +0.0%
Net Income $1,103,151 $507,285 +1.2%
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

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Governance

Voting Members
11
Independent Members
11
Employees
6
Volunteers
125

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
$137,497
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TAWNY JAMES PRESIDENT 5.00
Officer Director
$0 $0 $0
LAURA MICKLER VP FINANCE 5.00
Officer Director
$0 $0 $0
JENNIFER RASS VP ADMIN 5.00
Officer Director
$0 $0 $0
ANGIE AHRENS TRUSTEE 2.00
Director
$0 $0 $0
KELLIE BRAY TRUSTEE 2.00
Director
$0 $0 $0
DANIELLE BECHTA TRUSTEE 2.00
Director
$0 $0 $0
KATE HALL TRUSTEE 2.00
Director
$0 $0 $0
JEN HOHMAN TRUSTEE 2.00
Director
$0 $0 $0
CAROL IVORY TRUSTEE 2.00
Director
$0 $0 $0
STACY MCDONALD TRUSTEE 2.00
Director
$0 $0 $0
MARISA WILKES TRUSTEE 2.00
Director
$0 $0 $0
LISA SWIONTEK CHIEF EXECUTIVE OFFICER 40.00
Officer
$117,385 $20,112 $137,497
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 $2,323,343 $1,220,192 $12,100,480 $1,103,151
2024 $1,720,495 $1,213,210 $10,526,713 $507,285
2023 $1,872,887 $1,158,947 $9,369,444 $713,940
2022 $2,230,802 $1,357,094 $9,839,361 $873,708
2021 $1,253,849 $1,099,673 $10,015,817 $154,176
2020 $1,664,232 $2,094,753 $8,445,024 $-430,521
2019 $2,092,834 $1,185,027 $7,945,688 $907,807
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