PHI SIGMA SIGMA INC - DELTA ETA CHAPTER (EIN 581485432) - 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

2013

Legal Domicile

Principal Officer

JENNY BERNARD

Phone

4107991224

Tax Period

2023-07-01 to 2024-06-30

PHI SIGMA SIGMA INC - DELTA ETA CHAPTER, founded in 2013, is a small nonprofit that reported $215K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $197K left a modest 8% surplus.

Mission

PROMOTE THE FELLOWSHIP OF ITS 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 $6,958

Program Service Revenue $199,204

Investment Income $5,480

Other Revenue $3,193

TOTAL REVENUE $214,835

Expense Breakdown

Grants Paid $6,217

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $190,606

TOTAL EXPENSES $196,823

Year-over-Year Comparison

	2023	2022	Change
Revenue	$214,835	$162,151	+0.3%
Expenses	$196,823	$201,757	0.0%
Net Income	$18,012	$-39,606	-1.5%

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

226

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
LEXI KEEFE	FORMER VICE ARCHON	5.00	Director	$0	$0	$0
ELLA SMITH	FORMER SECRETARY	5.00	Director	$0	$0	$0
ALLISON WATSON	FORMER ARCHON	5.00	Director	$0	$0	$0
MADELINE MCCABE	ARCHON	5.00	Officer Director	$0	$0	$0
EMILY KIERNAN	VICE ARCHON	5.00	Officer Director	$0	$0	$0
JENNA MAYER	SECRETARY	5.00	Officer Director	$0	$0	$0
KAYLA SCIALABBA	BURSAR	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	No data	No data	No data	No data
2024	$214,835	$196,823	$115,530	$18,012

PHI SIGMA SIGMA INC - DELTA ETA CHAPTER