SIGMA REACH (EIN 364935676) - 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

2019

Legal Domicile

Principal Officer

DAVID T UNDERWOOD

Phone

8172919800

Tax Period

2021-01-01 to 2021-12-31

SIGMA REACH, founded in 2019, is a small nonprofit that reported $463K in total revenue in fiscal year 2021. Revenue surged 121% from the prior year, signaling strong growth momentum. The organization ran a surplus of $127K, a strong 27% operating margin.

Mission

SIGMA REACH COLLABORATES WITH PEOPLE AND ORGANIZATIONS, LOCALLY AND GLOBALLY WHICH EXHIBIT A HIGH DEGREE OF EXCELLENCE, UTILIZE AN EFFICIENT AND SUCCESSFUL STRATEGY, AND WHICH ARE FILLING A ROLE DIRECTLY RELATED TO REACHING THE UNREACHED WITH THE LOVE, CARE, AND RESOURCES THAT SHOULD BE ACCESSIBLE TO THEM NO MATTER THE REGION OF THE WORLD THEY LIVE IN.

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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 (2021)

Revenue Breakdown

Contributions & Grants $462,082

Program Service Revenue $474

Investment Income $0

Other Revenue $0

TOTAL REVENUE $462,556

Expense Breakdown

Grants Paid $132,605

Salaries & Benefits $91,129

Fundraising Expenses $0

Program Expenses $294,472

Other Expenses $111,990

TOTAL EXPENSES $335,724

Year-over-Year Comparison

	2021	2020	Change
Revenue	$462,556	$209,187	+1.2%
Expenses	$335,724	$232,554	+0.4%
Net Income	$126,832	$-23,367	-6.4%

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

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

$7,131

Total Directors

$7,131

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID T UNDERWOOD	PRESIDENT	15.00	Officer Director	$0	$0	$0
NORMA A UNDERWOOD	VICE PRESIDENT/ SECRETARY	15.00	Officer Director	$7,131	$0	$7,131
SIDNEE SILVA	TREASURER	2.00	Officer	$0	$0	$0
VIVIAN ALLEN	BOARD MEMBER	5.00	Officer	$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
2021	$462,556	$335,724	$155,295	$126,832
2020	$209,187	$232,554	$33,183	$-23,367
2019	$240,000	$189,798	$50,458	$50,202

SIGMA REACH