PHI SIGMA SIGMA - BETA ETA CHAPTER (EIN 475518135) - 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

2014

Legal Domicile

Principal Officer

CECILE LEANA

Phone

4107991224

Tax Period

2024-07-01 to 2025-06-30

PHI SIGMA SIGMA - BETA ETA CHAPTER, founded in 2014, is a small nonprofit that reported $310K in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $67K, a strong 21% operating margin.

Mission

PROMOTE THE FELLOWSHIP OF 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 (2024)

Revenue Breakdown

Contributions & Grants $1,184

Program Service Revenue $306,793

Investment Income $2,363

Other Revenue $0

TOTAL REVENUE $310,340

Expense Breakdown

Grants Paid $70,759

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $172,950

TOTAL EXPENSES $243,709

Year-over-Year Comparison

	2024	2023	Change
Revenue	$310,340	$225,402	+0.4%
Expenses	$243,709	$216,903	+0.1%
Net Income	$66,631	$8,499	+6.8%

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

215

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
ELLA BORGACCI	FORMER ARCHON	5.00	Director	$0	$0	$0
NINA KOLB	FORMER VICE ARCHON	5.00	Director	$0	$0	$0
LEXI BENNETT	FORMER BURSAR	5.00	Director	$0	$0	$0
EMILY HARPER	FORMER SECRETARY	5.00	Director	$0	$0	$0
SHANNON SMYTH	ARCHON	5.00	Officer Director	$0	$0	$0
MADDY REINA	VICE ARCHON	5.00	Officer Director	$0	$0	$0
BRYNNE TOMASZEWSKI	BURSAR	5.00	Officer Director	$0	$0	$0
NATALIE THOMAS	SECRETARY	5.00	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	$310,340	$243,709	$150,812	$66,631
2024	$225,402	$216,903	$84,181	$8,499
2020	$201,332	$182,477	$52,155	$18,855

PHI SIGMA SIGMA - BETA ETA CHAPTER