SIGMA PHI LAMBDA INC (EIN 752889487) - 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

2002

Legal Domicile

Principal Officer

SARAH HENZE

Tax Period

2023-06-01 to 2024-05-31

SIGMA PHI LAMBDA INC, founded in 2002, is a small nonprofit in the Education sector that reported $225K in total revenue in fiscal year 2023. The organization ran a surplus of $61K, a strong 27% operating margin.

Mission

TO SPREAD THE GOSPEL OF JESUS CHRIST.

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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 $202,966

Program Service Revenue $19,869

Investment Income $20

Other Revenue $2,247

TOTAL REVENUE $225,102

Expense Breakdown

Grants Paid $15,061

Salaries & Benefits $94,685

Fundraising Expenses $0

Program Expenses $140,103

Other Expenses $54,414

TOTAL EXPENSES $164,160

Year-over-Year Comparison

	2023	2022	Change
Revenue	$225,102	N/A	N/A
Expenses	$164,160	N/A	N/A
Net Income	$60,942	N/A	N/A

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

$52,968

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARA MORRIS	CO EXECUTIVE	40.00	Officer	$29,969	$0	$29,969
CHRISTY WATSON	CO EXECUTIVE	40.00	Officer	$22,999	$0	$22,999
SARAH BROWN	ALUMNAE LIAI	2.00	Officer Director	$0	$0	$0
BAILEY GLEITZ	TREASURER/DI	2.00	Officer Director	$0	$0	$0
DEIDRE MERSEAL	SECRETARY/DI	2.00	Officer Director	$0	$0	$0
LESLIE MOORE	RD LIAISON/D	2.00	Director	$0	$0	$0
MEGAN THOMPSON	CHAIRPERSON/	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
2024	$225,102	$164,160	$187,918	$60,942
2021	$194,396	$156,786	$177,918	$37,610
2020	$191,704	$163,640	$140,308	$28,064
2019	$173,217	$200,366	$112,441	$-27,149
2018	$169,973	$190,644	$139,393	$-20,671

SIGMA PHI LAMBDA INC