THETA CHAPTER OF PHI SIGMA SIGMA INC (EIN 370659519) - 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

1965

Legal Domicile

Principal Officer

JULIE A MISKA

Phone

2173598000

Tax Period

2024-08-01 to 2025-07-31

PHI SIGMA SIGMA THETA CHAPTER, founded in 1965, is a small nonprofit that reported $555K in total revenue in fiscal year 2018. Revenue decreased 8% compared to the prior year. Expenses of $522K left a modest 6% surplus.

Mission

PROVIDE ROOM BOARD FOR FRATERNITY CHARITABLE DONATION

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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 $2,250

Program Service Revenue $683,417

Investment Income $13

Other Revenue $0

TOTAL REVENUE $685,680

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,722

Fundraising Expenses $150

Program Expenses $692,923

Other Expenses $644,201

TOTAL EXPENSES $693,073

Year-over-Year Comparison

	2024	2023	Change
Revenue	$685,680	$669,924	+0.0%
Expenses	$693,073	$874,282	-0.2%
Net Income	$-7,393	$-204,358	-1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAMELA DOWNEY	PRESIDENT	0.00	Director	$0	$0	$0
AMY RICE	SECRETARY	0.00	Director	$0	$0	$0
JULIE MISKA	TREASURER	0.00	Director	$0	$0	$0
JORDON CONLON	BOARD MEMBER	0.00	Director	$0	$0	$0
LAURA FICK	BOARD MEMBER	0.00	Director	$0	$0	$0
JODIE HITCHMAN	BOARD MEMBER	0.00	Director	$0	$0	$0
BECKY KING	BOARD MEMBER	0.00	Director	$0	$0	$0
SARA DESKINS	EX-OFFICIO MEMBER	0.00	Director	$0	$0	$0
PATRICIA HAHN	HOUSE DIRECTOR	N/A	Key Emp	$0	$0	$0
AMANDA GOLDMAN	BOARD MEMBER	0.00	Director	$0	$0	$0
DAWN KESKE	BOARD MEMBER	0.00	Director	$0	$0	$0
BROOKE WILSON	BOARD MEMBER	0.00	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	$685,680	$693,073	$631,134	$-7,393
2024	$669,924	$874,282	$638,595	$-204,358
2023	$580,242	$625,076	$443,527	$-44,834
2022	$519,376	$446,527	$442,812	$72,849
2021	$476,183	$429,396	$408,447	$46,787
2020	$474,756	$481,377	$388,169	$-6,621
2019	$555,113	$522,246	$473,892	$32,867

THETA CHAPTER OF PHI SIGMA SIGMA INC