ETA CHAPTER OF SIGMA DELTA TAU (EIN 580596723) - 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

1924

Legal Domicile

Principal Officer

MARDI KUNIK

Phone

7344551544

Tax Period

2023-07-01 to 2024-06-30

ETA CHAPTER OF SIGMA DELTA TAU, founded in 1924, is a small nonprofit that reported $799K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $769K left a modest 4% surplus.

Mission

TO PROVIDE FELLOWSHIP AND HOUSING FOR MEMBERS OF THE SORORITY.

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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 $0

Program Service Revenue $795,244

Investment Income $2,561

Other Revenue $908

TOTAL REVENUE $798,713

Expense Breakdown

Grants Paid $0

Salaries & Benefits $86,059

Fundraising Expenses $0

Program Expenses $768,830

Other Expenses $682,771

TOTAL EXPENSES $768,830

Year-over-Year Comparison

	2023	2022	Change
Revenue	$798,713	$690,743	+0.2%
Expenses	$768,830	$726,619	+0.1%
Net Income	$29,883	$-35,876	-1.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JILLIAN BERNSTEIN	VP RECRUITME	N/A	Officer	$0	$0	$0
CHRISTINA BUSCHMAN	OFFICER	N/A	Officer	$0	$0	$0
LEAH GAUL	RISK REDUCTI	N/A	Officer	$0	$0	$0
SABRINA GOLDEN	NEW MEMEBER	N/A	Officer	$0	$0	$0
SHOSHANA KATZ	EXTERNAL AFF	N/A	Officer	$0	$0	$0
EMMA KIMMEL	VP FINANCE	N/A	Officer	$0	$0	$0
TATUM KRASE	SOCIAL AFFAI	N/A	Officer	$0	$0	$0
MARDI KUNIK	PRESIDENT	N/A	Officer	$0	$0	$0
ZEPHY SCHROEDER	PRESIDENT -	N/A	Officer	$0	$0	$0
MELANIE SHEMARIA	VP RECRUITME	N/A	Officer	$0	$0	$0
ZOEY SHER	PHILANTHROPY	N/A	Officer	$0	$0	$0
ALEXA SONNENBERG	SOCIAL AFFAI	N/A	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	$798,713	$768,830	$292,909	$29,883
2023	$790,761	$826,637	$272,108	$-35,876
2022	$768,162	$783,759	$288,444	$-15,597
2021	$641,447	$650,955	$316,730	$-9,508
2020	$656,191	$665,160	$317,724	$-8,969
2019	$692,067	$658,221	$311,625	$33,846

ETA CHAPTER OF SIGMA DELTA TAU