PHI ETA SIGMA NHS INC -GROUP RETURN

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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

2012

Legal Domicile

Principal Officer

MARY LEE CALDWELL

Phone

2053480972

Tax Period

2022-07-01 to 2023-06-30

PHI ETA SIGMA NHS INC -GROUP RETURN, founded in 2012, is a small nonprofit in the Education sector that reported $312K in total revenue in fiscal year 2022. Revenue surged 33% from the prior year, signaling strong growth momentum. Net assets of $865K represent 33 months of operating reserves.

Mission

To encourage and reward high scholastic achievement among first-year students in institutions of higher learning.

Program Service Accomplishments

Program 1

Expenses: $339,083 Revenue: $1,292

Encourage academic excellance by awarding scholarships to college student members who achieve high academic standards.

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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 (2022)

Revenue Breakdown

Contributions & Grants $310,428

Program Service Revenue $0

Investment Income $1,292

Other Revenue $0

TOTAL REVENUE $311,720

Expense Breakdown

Grants Paid $17,403

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $339,083

Other Expenses $321,680

TOTAL EXPENSES $339,083

Year-over-Year Comparison

	2022	2021	Change
Revenue	$311,720	$233,533	+0.3%
Expenses	$339,083	$229,843	+0.5%
Net Income	$-27,363	$3,690	-8.4%

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

N/A

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
MARY LEE CALDWELL	EXECUTIVE DIRECTOR	5.00	Officer	$0	$0	$0
MOLLY LAWRENCE	GRAND PRESIDENT	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$311,720	$339,083	$864,559	$-27,363
2022	$233,533	$229,843	$975,375	$3,690
2021	$395,965	$291,897	$988,877	$104,068
2020	$461,731	$413,305	$1,049,763	$48,426