SIGMA KAPPA SORORITY THETA XI (EIN 630997037) - 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

1989

Legal Domicile

Principal Officer

ELLIE ASHCRAFT

Phone

3178723275

Tax Period

2024-06-01 to 2025-05-31

SIGMA KAPPA SORORITY THETA XI, founded in 1989, is a small nonprofit that reported $546K in total revenue in fiscal year 2024. Revenue surged 46% from the prior year, signaling strong growth momentum. Expenses of $527K left a modest 3% surplus.

Mission

TO PROVIDE WOMEN LIFELONG OPPORTUNITIES AND SUPPORT FOR SOCIAL, INTELLECTUAL, AND SPIRITUAL DEVELOPMENT BY BRINGING WOMEN TOGETHER TO POSITIVELY IMPACT OUR COMMUNITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,491

Program Service Revenue $544,034

Investment Income $0

Other Revenue $0

TOTAL REVENUE $545,525

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $527,225

TOTAL EXPENSES $527,225

Year-over-Year Comparison

	2024	2023	Change
Revenue	$545,525	$373,472	+0.5%
Expenses	$527,225	$496,472	+0.1%
Net Income	$18,300	$-123,000	-1.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAREENA LIDHAR	PRESIDENT	2.00	Officer Director	$0	$0	$0
KENNEDY WARREN	VP OF MEMBER INTEGRITY	2.00	Officer Director	$0	$0	$0
ELLIE ASHCRAFT	VP OF FINANCE	2.00	Officer Director	$0	$0	$0
RILEY EARLY	VP OF RECRUITMENT	2.00	Officer Director	$0	$0	$0
AUDREY CORDIER	VP OF EVENT MANAGEMENT	2.00	Officer Director	$0	$0	$0
MARY BLACK	VP OF PANHELLENIC RELATIONS	2.00	Officer Director	$0	$0	$0
KIMBERLY HA	VP OF LEARNING AND DEVELOPMENT	2.00	Officer Director	$0	$0	$0
ISABELLA REILLY	VP OF PHILANTHROPY AND SERVICE	2.00	Officer Director	$0	$0	$0
FIONA CROWLEY	VP OF NEW MEMBER EXPERIENCE	2.00	Officer Director	$0	$0	$0
ANNIE BROWN	VP OF MARKETING	2.00	Officer Director	$0	$0	$0
ANNEMARIE CONWAY	VP OF INTERNAL OPERATIONS	2.00	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	$545,525	$527,225	$53,704	$18,300
2024	$373,472	$496,472	$35,404	$-123,000
2023	$416,879	$424,453	$158,404	$-7,574
2022	$415,672	$368,010	$165,978	$47,662
2021	$192,221	$266,561	$118,316	$-74,340
2020	$326,661	$308,854	$192,656	$17,807
2019	$321,955	$338,621	$174,849	$-16,666

SIGMA KAPPA SORORITY THETA XI