SIGMA BETA DELTA INC (EIN 431765869) - 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

1999

Legal Domicile

Phone

7084858494

Tax Period

2024-07-01 to 2025-06-30

SIGMA BETA DELTA INC, founded in 1999, is a small nonprofit in the Education sector that reported $341K in total revenue in fiscal year 2024. Revenue surged 64% from the prior year, signaling strong growth momentum. The organization ran a surplus of $80K, a strong 24% operating margin.

Mission

PROVIDES RECOGNITION FOR HONORING SCHOLASTIC EXCELLENCE IN BUSINESS.

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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 $3,435

Program Service Revenue $193,950

Investment Income $111,320

Other Revenue $32,602

TOTAL REVENUE $341,307

Expense Breakdown

Grants Paid $17,000

Salaries & Benefits $92,033

Fundraising Expenses $0

Program Expenses $30,275

Other Expenses $151,781

TOTAL EXPENSES $260,814

Year-over-Year Comparison

	2024	2023	Change
Revenue	$341,307	$207,699	+0.6%
Expenses	$260,814	$369,463	-0.3%
Net Income	$80,493	$-161,764	-1.5%

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

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
Janet Ewing	President	5.00	Officer Director	$0	$0	$0
William J Kehoe	Vice President	5.00	Officer Director	$0	$0	$0
Lee G Kenyon	Sec/Treasurer	5.00	Officer Director	$0	$0	$0
James H Bearden	Founding Pres	5.00	Officer Director	$0	$0	$0
Randall M McLeod	Immed Past Pres	5.00	Officer Director	$0	$0	$0
Holly Caldwell-Taylor	Director	5.00	Director	$0	$0	$0
Sandra Hile Hart	Director	5.00	Director	$0	$0	$0
Clifford L Eubanks	Director	5.00	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	$341,307	$260,814	$1,753,674	$80,493
2024	$207,699	$369,463	$1,591,177	$-161,764
2019	$458,322	$350,779	$1,621,670	$107,543
2018	$462,129	$453,792	$1,521,981	$8,337

SIGMA BETA DELTA INC