ALPHA IOTA CHAPTER SIGMA DELTA TAU FRATERNITY ALPHA IOTA CHAPTER SIGMA DELTA TAU FRATERNITY (EIN 911748756) - 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

1990

Legal Domicile

Principal Officer

REBECCA LIPSCHUTZ

Phone

5048613321

Tax Period

2023-08-01 to 2024-07-31

ALPHA IOTA CHAPTER SIGMA DELTA TAU FRATERNITY ALPHA IOTA CHAPTER SIGMA DELTA TAU FRATERNITY, founded in 1990, is a small nonprofit that reported $352K in total revenue in fiscal year 2023.

Mission

PHILANTHROPHY OBLIGATIONS EDUCATIONAL SOCIAL AND SISTERHOOD GOALS

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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 $351,881

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $351,881

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $352,674

TOTAL EXPENSES $352,674

Year-over-Year Comparison

	2023	2022	Change
Revenue	$351,881	$335,380	+0.0%
Expenses	$352,674	$350,290	+0.0%
Net Income	$-793	$-14,910	-0.9%

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

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
JILLIAN ZIMMERMAN	PRESIDENT	003.00	Officer	$0	$0	$0
ABIGAIL MANN	VICE PRESIDENT	000.00	Officer	$0	$0	$0
JULIA BENJAMIN	SECRETARY	000.00	Officer	$0	$0	$0
LAUREN WASZAK	TREASURER	000.00	Officer	$0	$0	$0
LILLI KASMEN	HOUSE MANAGER	000.00		$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	$351,881	$352,674	$35,145	$-793
2023	$335,380	$350,290	$35,938	$-14,910
2022	$359,782	$352,353	$50,848	$7,429
2021	$201,342	$246,847	$43,419	$-45,505

ALPHA IOTA CHAPTER SIGMA DELTA TAU FRATERNITY ALPHA IOTA CHAPTER SIGMA DELTA TAU FRATERNITY