TAU SIGMA INC (EIN 631235903) - 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

1999

Legal Domicile

Principal Officer

LEE COLQUITT

Phone

3348443010

Tax Period

2024-07-01 to 2025-06-30

TAU SIGMA INC, founded in 1999, is a small nonprofit in the Education sector that reported $553K in total revenue in fiscal year 2017. The organization ran a surplus of $83K, a strong 15% operating margin.

Mission

TAU SIGMA IS AN ACADEMIC HONOR SOCIETY DESIGNED SPECIFICALLY TO RECOGNIZE AND PROMOTE THE ACADEMIC EXCELLENCE AND INVOLVEMENT OF TRANSFER STUDENTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $476,224

Investment Income $23,220

Other Revenue $31,029

TOTAL REVENUE $530,473

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $124,554

Fundraising Expenses $0

Program Expenses $507,776

Other Expenses $283,222

TOTAL EXPENSES $507,776

Year-over-Year Comparison

	2024	2023	Change
Revenue	$530,473	$472,682	+0.1%
Expenses	$507,776	$445,951	+0.1%
Net Income	$22,697	$26,731	-0.2%

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
NORMAN GODWIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
PETER BALJET	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRY MCCARTHY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JON WAGGONER	BOARD MEMBER	1.00	Director	$0	$0	$0
SEAN THOMAS	SECRETARY TREASURER	1.00	Officer Director	$0	$0	$0
SUSANNAH CLEVELAND	BOARD MEMBER	1.00	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	$530,473	$507,776	$1,134,823	$22,697
2024	$472,682	$445,951	$1,097,024	$26,731
2023	$498,626	$482,764	$1,097,467	$15,862
2022	$524,026	$430,764	$1,062,082	$93,262
2021	$575,533	$476,546	$993,179	$98,987
2020	$539,061	$528,297	$868,286	$10,764
2019	$520,534	$494,211	$827,682	$26,323
2018	$552,584	$469,110	$796,459	$83,474

TAU SIGMA INC