PHI SIGMA SIGMA NATIONAL HOUSING CORPORATION (EIN 650434520) - 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

1993

Legal Domicile

Principal Officer

MARY KATHLEEN WONNENBERG

Phone

4107991224

Tax Period

2023-07-01 to 2024-06-30

PHI SIGMA SIGMA NATIONAL HOUSING CORPORATION, founded in 1993, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $3.8M exceeded revenue, resulting in a 16% operating deficit.

Mission

OWN, CONVEY, LEASE, PROVIDE EQUIPMENT, MAINTAIN AND MANAGE LIVING AND/OR MEETING QUARTERS FOR MEMBERS OF COLLEGIATE CHAPTERS OF PHI SIGMA SIGMA, INC.

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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 $59,317

Program Service Revenue $3,256,264

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,315,581

Expense Breakdown

Grants Paid $0

Salaries & Benefits $238,594

Fundraising Expenses $0

Other Expenses $3,607,600

TOTAL EXPENSES $3,846,194

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,315,581	$4,330,927	-0.2%
Expenses	$3,846,194	$4,416,066	-0.1%
Net Income	$-530,613	$-85,139	+5.2%

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

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

$148,309

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY KATHLEEN WONNENBERG	PRESIDENT	10.00	Officer Director	$0	$0	$0
SANDY GROSSMAN	TREASURER	10.00	Officer Director	$0	$0	$0
BARBARA GENTRY	DIRECTOR	1.00	Director	$0	$0	$0
WENDY LAU	DIRECTOR	1.00	Director	$0	$0	$0
ALICIA SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
LINDSAY SIOLKA	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE ARDERN	EXECUTIVE DIRECTOR	1.00	Officer	$0	$5,091	$148,309

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	$3,315,581	$3,846,194	$5,284,527	$-530,613
2023	$4,330,927	$4,416,066	$4,987,247	$-85,139
2022	$4,513,250	$4,796,045	$5,105,404	$-282,795
2021	$3,907,552	$4,621,875	$5,833,184	$-714,323
2020	$2,049,870	$1,905,216	$4,609,719	$144,654
2019	$4,589,184	$4,557,479	$4,452,336	$31,705
2018	$4,031,573	$4,102,190	$3,959,037	$-70,617

PHI SIGMA SIGMA NATIONAL HOUSING CORPORATION