SIGMA DELTA TAU-ALPHA UPSILON

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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

1963

Legal Domicile

Principal Officer

MARDI KUNIK

Phone

8322876452

Tax Period

2023-09-01 to 2024-08-31

SIGMA DELTA TAU-ALPHA UPSILON, founded in 1963, is a small nonprofit that reported $126K in total revenue in fiscal year 2023. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $167K exceeded revenue, resulting in a 32% operating deficit.

Mission

TO PROVIDE ROOM AND BOARD AND CONDUCT SOCIAL EVENTS FOR APPROXIMATELY 50 SORORITY MEMBERS

Program Service Accomplishments

Program 1

TO PROVIDE ROOM AND BOARD AND CONDUCT SOCIAL EVENTS FOR APPROXIMATELY 50 SORORITY 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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $126,485

Investment Income $1

Other Revenue $0

TOTAL REVENUE $126,486

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,930

Fundraising Expenses $0

Other Expenses $136,976

TOTAL EXPENSES $166,906

Year-over-Year Comparison

	2023	2022	Change
Revenue	$126,486	$214,076	-0.4%
Expenses	$166,906	$240,861	-0.3%
Net Income	$-40,420	$-26,785	+0.5%

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
MARISSA GOTTFRIED	TREASURER	2.00	Officer Director	$0	$0	$0
MARDI KUNIK	PRESIDENT	2.00	Officer 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
2024	$126,486	$166,906	No data	$-40,420
2023	$214,076	$240,861	$103,769	$-26,785
2022	$221,066	$197,680	$103,480	$23,386
2018	$230,935	$224,882	$199,634	$6,053