PHI ETA SIGMA NHS INC -GROUP RETURN

EIN: 471903439 501(c)(3) Education

TUSCALOOSA, AL

Total Revenue
$311,720
Total Expenses
$339,083
Total Assets
$864,559
Net Assets
$864,559
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
2012
Legal Domicile
AL
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 $462K in total revenue in fiscal year 2019. Revenue decreased 9% compared to the prior year. Expenses of $413K left a modest 10% surplus.

Mission

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

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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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

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
3
Independent Members
3
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
2
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
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
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