SIGMA NU EDUCATIONAL FOUNDATION INC (EIN 546035735) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1946

Legal Domicile

Principal Officer

NICHOLAS L MURPHY

Phone

5404631869

Tax Period

2022-07-01 to 2023-06-30

SIGMA NU EDUCATIONAL FOUNDATION INC, founded in 1946, is a community nonprofit in the Education sector that reported $2.9M in total revenue in fiscal year 2018. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.6M, a strong 56% operating margin.

Mission

THE SIGMA NU EDUCATIONAL FOUNDATION SECURES AND PROVIDES ENDURING RESOURCES TO SUPPORT THE EDUCATIONAL AND CHARITABLE INITIATIVES OF SIGMA NU FRATERNITY.

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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%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $4,143,027

Program Service Revenue $212,520

Investment Income $233,760

Other Revenue $92,871

TOTAL REVENUE $4,682,178

Expense Breakdown

Grants Paid $1,581,076

Salaries & Benefits $570,608

Fundraising Expenses $481,231

Program Expenses $2,045,395

Other Expenses $880,279

TOTAL EXPENSES $3,031,963

Year-over-Year Comparison

	2022	2021	Change
Revenue	$4,682,178	$3,269,902	+0.4%
Expenses	$3,031,963	$2,591,928	+0.2%
Net Income	$1,650,215	$677,974	+1.4%

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

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

$572,276

Total Directors

Key Employees

$201,561

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TODD E ELIASON	CHAIRMAN	5.00	Director	$0	$0	$0
ROBERT J LALANNE	CHARIMAN-ELECT	5.00	Director	$0	$0	$0
JONATHAN D SPRENGER	TREASURER	5.00	Director	$0	$0	$0
JOE B FRANCIS	SECRETARY	2.00	Director	$0	$0	$0
JAMES R MOUNIER	AT-LARGER MEMBER	1.00	Director	$0	$0	$0
GEORGE C TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
RODOLFO O GARCIA	DIRECTOR	1.00	Director	$0	$0	$0
CONNOR J GANLY	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM B GEDDY	DIRECTOR	1.00	Director	$0	$0	$0
CLYDE E YELVERTON	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY C HUFFMYER	REGENT (EX-OFFICIO)	1.00	Director	$0	$0	$0
MAURY D GASTON	REGENT-ELECT (EX-OFFICIO)	1.00	Director	$0	$0	$0
ALBERT W WURSTER	GRAND TREASURER (EX-OFFICI	1.00	Director	$0	$0	$0
RICHARD B BEACHAM	PRESIDENT	15.00	Officer	$0	$11,992	$377,081
NICHOLAS L MURPHY	CHIEF FINANCIAL OFFICER	25.00	Officer	$0	$1,693	$195,195
DAVID M MAINELLA	CHIEF DEVELOPMENT OFFICER	50.00	Key Emp	$0	$11,931	$201,561

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	$4,682,178	$3,031,963	$19,510,552	$1,650,215
2022	$3,269,902	$2,591,928	$16,336,888	$677,974
2021	$2,302,992	$1,935,318	$16,834,611	$367,674
2020	$3,511,866	$1,575,447	$15,349,557	$1,936,419
2019	$2,878,212	$1,268,482	$13,733,194	$1,609,730

SIGMA NU EDUCATIONAL FOUNDATION INC