SIGMA DELTA TAU SOCIETY

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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

1917

Legal Domicile

Principal Officer

MELISSA KISH

Phone

3178467747

Tax Period

2023-07-01 to 2024-06-30

SIGMA DELTA TAU SOCIETY, founded in 1917, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Expenses of $2.0M left a modest 7% surplus.

Mission

SIGMA DELTA TAU EMPOWERS EACH MEMBER TO REACH HER FULLEST POTENTIAL BY ENRICHING THE EXPERIENCE OF WOMEN WITH SIMILAR IDEALS, BUILDING LASTING RELATIONSHIPS, PROMOTING CIVIC RESPONSIBILITY, AND FOSTERING PERSONAL GROWTH.

Program Service Accomplishments

Program 1

CHAPTER SERVICES: THE SOCIETY PROVIDES SERVICES TO ITS COLLEGIATE CHAPTERS INCLUDING REGULAR STAFF VISITS, PUBLICATIONS AND RESOURCES, OVERSIGHT AND GUIDANCE.

Program 2

PUBLICATIONS: THE SOCIETY PUBLISHES A SEMIANNUAL MAGAZINE IN THE SPRING AND FALL WHICH CONTAINS BOTH EDUCATIONAL AND SORORITY SPECIFIC INFORMATION. THIS MAGAZINE IS SENT TO ALL INITIATED...

PUBLICATIONS: THE SOCIETY PUBLISHES A SEMIANNUAL MAGAZINE IN THE SPRING AND FALL WHICH CONTAINS BOTH EDUCATIONAL AND SORORITY SPECIFIC INFORMATION. THIS MAGAZINE IS SENT TO ALL INITIATED UNDERGRADUATE AND ALUMNAE MEMBERS, CURRENTLY NUMBERING ABOUT 30,000.

Program 3

CONVENTIONS AND CONFERENCES: THE SOCIETY HOLDS CONFERENCES WHICH DISSEMINATE LEADERSHIP AND EDUCATIONAL INFORMATION AND MATERIALS. THE NATIONAL CONVENTION IS A BIENNIAL EVENT AND COLLEGIATE...

CONVENTIONS AND CONFERENCES: THE SOCIETY HOLDS CONFERENCES WHICH DISSEMINATE LEADERSHIP AND EDUCATIONAL INFORMATION AND MATERIALS. THE NATIONAL CONVENTION IS A BIENNIAL EVENT AND COLLEGIATE LEADERSHIP DEVELOPMENT PROGRAMMING IS HELD ANNUALLY.

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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 $44,500

Program Service Revenue $1,798,542

Investment Income $151,944

Other Revenue $118,023

TOTAL REVENUE $2,113,009

Expense Breakdown

Grants Paid $0

Salaries & Benefits $683,876

Fundraising Expenses $0

Other Expenses $1,290,968

TOTAL EXPENSES $1,974,844

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,113,009	$2,350,314	-0.1%
Expenses	$1,974,844	$2,012,679	0.0%
Net Income	$138,165	$337,635	-0.6%

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

127

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

$135,712

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EMILY FREED	PRESIDENT	10.00	Officer Director	$0	$0	$0
LESLIE HERMAN	SECRETARY/TREASURER	10.00	Officer Director	$0	$0	$0
MARGAUX MANLEY LIMA	PAST PRESIDENT	10.00	Officer Director	$0	$0	$0
KIMMI TELLER FOSS	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
DARYN FOSTER	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
JILLIAN GALLAGHER	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
MEREDITH MITNICK	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
AMY RODNICK	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
JESS RYAN	NATIONAL PANHELLENIC DELEG	10.00	Officer Director	$0	$0	$0
MELISSA KISH	EXECUTIVE DIRECTOR	40.00	Officer	$129,439	$6,273	$135,712

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	$2,113,009	$1,974,844	$5,289,828	$138,165
2023	$2,350,314	$2,012,679	$5,060,994	$337,635
2022	$2,027,551	$2,404,100	$4,699,167	$-376,549
2021	$2,079,644	$2,038,925	$6,061,750	$40,719
2020	$2,192,704	$2,082,666	$4,827,209	$110,038
2019	$2,136,464	$1,984,310	$4,811,003	$152,154
2018	$2,552,598	$2,031,151	$4,720,401	$521,447