SIGMA PUBLIC EDUCATION AND RESEARCH FOUNDATION (EIN 364028458) - 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

2011

Legal Domicile

Principal Officer

CHARMAINE DAVIS-GRANT

Phone

3138509222

Tax Period

2024-07-01 to 2025-06-30

SIGMA PUBLIC EDUCATION AND RESEARCH FOUNDATION, founded in 2011, is a small nonprofit in the Education sector that reported $428K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $153K, a strong 36% operating margin.

Mission

SPEAR PROVIDES FISCAL SPONSORSHIP, INCREASING THE AVAILABILITY OF RESOURCES TO LOCAL SIGMA GAMMA RHO SORORITY, INC. CHAPTERS AND COMMUNITY-BASED ORGANIZATIONS. SPEAR CHAMPIONS SOCIAL, CIVIC, CULTURAL, ECONOMIC, AND EDUCATIONAL ADVANCEMENT FOR MARGINALIZED AND UNDERSERVED FAMILIES AND COMMUNITIES. THIS MISSION IS ACTUALIZED THROUGH ON-GROUND COMMUNITY SERVICES, PUBLIC EDUCATION ENDEAVORS, ASSERTIVE ADVOCACY, AND THE DEPTH OF SOCIAL SCIENCE RESEARCH.

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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 $428,166

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $428,166

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $67,676

Other Expenses $275,446

TOTAL EXPENSES $275,446

Year-over-Year Comparison

	2024	2023	Change
Revenue	$428,166	$379,523	+0.1%
Expenses	$275,446	$367,953	-0.3%
Net Income	$152,720	$11,570	+12.2%

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

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARMAINE DAVIS-GRANT ED D	PRESIDENT	002.00	Officer	$0	$0	$0
VANESSA POWER ANDERSON	VICE PRESIDENT	002.00	Officer	$0	$0	$0
LA TONYA THEUS NELSON	EXECUTIVE DIRECTOR	002.00	Officer	$0	$0	$0
ORIAKU KAS-OSOKA MD	TREASURER REGIONAL REPRESENTATIVE	002.00	Officer	$0	$0	$0
SHAMIKA LEAKS ED D	FINANCIAL SECRETARY	002.00	Officer	$0	$0	$0
SANTITA ODOM PH D	BOARD SECRETARY REGIONAL REP	002.00	Officer	$0	$0	$0
DOROTHY SIMMONS-BLAKE	LEGACY EMERTIUS	002.00	Director	$0	$0	$0
ARCOLA STAFFORD	DIRECTOR EMERITUS	002.00	Director	$0	$0	$0
DENINE GOOLSBY M ED	DIRECTOR	002.00	Director	$0	$0	$0
ALAFIA TERRIE THOMPSON PMP	DIRECTOR	002.00	Director	$0	$0	$0
DAWN SHERMAN PH D	NORTHEASTERN REGION REPRESENTATIVE	002.00	Director	$0	$0	$0
ZANDRA SCOTT ESQ	LEGAL ADVISOR REGIONAL REP	002.00	Director	$0	$0	$0
C LYNN WILLIS MSFE	WESTERN REGION REPRESENTAIVE	002.00	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	$428,166	$275,446	$505,871	$152,720
2025	No data	No data	No data	No data
2024	$379,523	$283,375	$427,793	$96,148
2023	$354,701	$426,577	$34,716	$-71,876

SIGMA PUBLIC EDUCATION AND RESEARCH FOUNDATION