PHI SIGMA SIGMA INC

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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

1913

Legal Domicile

Principal Officer

TESS L STOVALL

Phone

4107991224

Tax Period

2023-07-01 to 2024-06-30

PHI SIGMA SIGMA INC, founded in 1913, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year.

Mission

PHI SIGMA SIGMAS MISSION IS TO INSPIRE THE PERSONAL DEVELOPMENT OF EACH SISTER AND PERPETUATE THE ADVANCEMENT OF WOMANHOOD.

Program Service Accomplishments

Program 1

EDUCATIONAL PROGRAMMING TO INSPIRE THE PERSONAL DEVELOPMENT OF EACH SISTER AND PERPETUATE THE ADVANCEMENT OF WOMEN ON PERSONAL DEVELOPMENT, LIFE SKILLS, AND LEADERSHIP.

Program 2

CHAPTER SUPERVISION FOR 6,127 COLLEGIANS ON 90 COLLEGIATE CAMPUSES AND APPROXIMATELY 66,000 LIVING ALUMNAE 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 (2023)

Revenue Breakdown

Contributions & Grants $527,466

Program Service Revenue $2,435,649

Investment Income $138,963

Other Revenue $107,106

TOTAL REVENUE $3,209,184

Expense Breakdown

Grants Paid $151,106

Salaries & Benefits $1,708,908

Fundraising Expenses $0

Other Expenses $1,310,204

TOTAL EXPENSES $3,170,218

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,209,184	$3,889,023	-0.2%
Expenses	$3,170,218	$2,751,123	+0.2%
Net Income	$38,966	$1,137,900	-1.0%

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

Volunteers

219

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

$148,309

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TESS STOVALL	PRESIDENT	10.00	Officer Director	$0	$0	$0
BRENNEZZA DAPARRE GARCIA	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JENNIFER BERNARD	TREASURER	5.00	Officer Director	$0	$0	$0
MARYBETH ALTHOFF	DIRECTOR	5.00	Director	$0	$0	$0
MARGARET BAKER DANIEL	DIRECTOR	5.00	Director	$0	$0	$0
BETHANY DAVIS	DIRECTOR	5.00	Director	$0	$0	$0
LIA HAM	DIRECTOR	5.00	Director	$0	$0	$0
MICHELLE ARDERN	EXECUTIVE DIRECTOR	40.00	Officer	$143,218	$5,091	$148,309
LINDA BEAVIN	DIRECTOR OF DATABASE & TEC	40.00	Highest	$117,585	$7,667	$125,252

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	$3,209,184	$3,170,218	$6,824,902	$38,966
2023	$3,889,023	$2,751,123	$6,489,124	$1,137,900
2022	$3,122,080	$3,408,031	$6,908,713	$-285,951
2021	$2,754,036	$3,195,202	$6,315,772	$-441,166
2020	$3,318,023	$4,104,794	$7,720,847	$-786,771
2020	$3,318,023	$4,104,794	$7,720,847	$-786,771
2019	$2,934,614	$2,841,412	$7,659,796	$93,202
2018	$3,133,853	$3,288,830	$7,885,956	$-154,977