SIGMA TAU GAMMA FOUNDATION INC (EIN 436071658) - 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

1966

Legal Domicile

Principal Officer

WP BARLOW JR

Phone

3176441920

Tax Period

2024-07-01 to 2025-06-30

SIGMA TAU GAMMA FOUNDATION INC, founded in 1966, is a small nonprofit in the Education sector that reported $503K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $444K left a modest 12% surplus.

Mission

PROVIDE FRATERNITY STUDENT GRANTS FOR SCHOLARSHIPS AND LEADERSHIP EDUCATIONAL OPPORTUNITIES.

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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 $350,952

Program Service Revenue $0

Investment Income $151,675

Other Revenue $0

TOTAL REVENUE $502,627

Expense Breakdown

Grants Paid $142,587

Salaries & Benefits $108,225

Fundraising Expenses $118,473

Program Expenses $195,588

Other Expenses $170,149

TOTAL EXPENSES $444,071

Year-over-Year Comparison

	2024	2023	Change
Revenue	$502,627	$356,871	+0.4%
Expenses	$444,071	$382,904	+0.2%
Net Income	$58,556	$-26,033	-3.2%

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

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
BRAD BARTELS	TRUSTEE	2.00	Director	$0	$0	$0
CHARLES BEARSE III	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL BEVERS	TRUSTEE	2.00	Director	$0	$0	$0
DWAYNE COLE	TRUSTEE	2.00	Director	$0	$0	$0
JOSEPH HAIRE	TRUSTEE	2.00	Director	$0	$0	$0
DAVID HIDINGER	TRUSTEE	2.00	Director	$0	$0	$0
SCOTT KASPAR	TRUSTEE	2.00	Director	$0	$0	$0
PAUL MUELLER	TRUSTEE	2.00	Director	$0	$0	$0
ALAN PARKER	TRUSTEE	2.00	Director	$0	$0	$0
JOEL RODGERS	TRUSTEE	2.00	Director	$0	$0	$0
PAUL SZCZESNY	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT WOJCIK	TRUSTEE	2.00	Director	$0	$0	$0
SHAWN KELLY	PAST CHAIRMAN	2.00	Director	$0	$0	$0
JEFF RUSSO	CHAIRMAN	10.00	Officer Director	$0	$0	$0
JOHN ESPY	VICE CHAIRMAN - FINANCE	5.00	Officer Director	$0	$0	$0
CHRIS GOODLETT	VICE CHAIRMAN - FUNDRAISING	5.00	Officer Director	$0	$0	$0
PAUL MOTIN	VICE CHAIRMAN - INVESTMENT	5.00	Officer Director	$0	$0	$0
MATT REA	VICE CHAIRMAN - GRANTS	5.00	Officer Director	$0	$0	$0
WP BARLOW JR	CHIEF EXECUTIVE OFFICER	10.00	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
2025	$502,627	$444,071	$3,157,582	$58,556
2024	$356,871	$382,904	$2,965,294	$-26,033
2023	$297,478	$360,110	$2,748,892	$-62,632
2022	$448,641	$425,014	$2,652,488	$23,627
2021	$520,435	$374,455	$2,904,644	$145,980
2020	$427,459	$360,612	$2,458,606	$66,847
2019	$378,904	$425,877	$2,311,555	$-46,973
2018	$572,425	$442,503	$2,306,449	$129,922

SIGMA TAU GAMMA FOUNDATION INC