PHI SIGMA SIGMA INC - BETA ALPHA CHAPTER (EIN 520608979) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

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 INC - BETA ALPHA CHAPTER, founded in 2014, is a small nonprofit that reported $254K in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. Expenses of $228K left a modest 10% surplus.

Mission

PROMOTE THE FELLOWSHIP OF MEMBERS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $11,290

Program Service Revenue $241,683

Investment Income $1,295

Other Revenue $0

TOTAL REVENUE $254,268

Expense Breakdown

Grants Paid $68,778

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $159,550

TOTAL EXPENSES $228,328

Year-over-Year Comparison

	2024	2023	Change
Revenue	$254,268	$171,614	+0.5%
Expenses	$228,328	$178,261	+0.3%
Net Income	$25,940	$-6,647	-4.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

103

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
TAYLOR FAUST	FORMER ARCHON	5.00	Director	$0	$0	$0
BRIANNA STEINER	FORMER VICE ARCHON	5.00	Director	$0	$0	$0
MICHELLE BARRY	FORMER BURSAR	5.00	Director	$0	$0	$0
SOPHIA WOLIN	FORMER SECRETARY	5.00	Director	$0	$0	$0
EMMA GOLDFINE	ARCHON	5.00	Officer Director	$0	$0	$0
SAMI COOPER	VICE ARCHON	5.00	Officer Director	$0	$0	$0
JAMIE BERNSTEIN	BURSAR	5.00	Officer Director	$0	$0	$0
REESE REINER	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	$254,268	$228,328	$95,579	$25,940

PHI SIGMA SIGMA INC - BETA ALPHA CHAPTER