NU TETARTON ALUMNI ASSOCIATION OF PHI SIGMA KAPPA (EIN 912053215) - 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

1959

Legal Domicile

Principal Officer

MICHAEL SERICO

Phone

7327743505

Tax Period

2024-01-01 to 2024-12-31

NU TETARTON ALUMNI ASSOCIATION OF PHI SIGMA KAPPA, founded in 1959, is a micro nonprofit that reported $95K in total revenue in fiscal year 2024. Expenses of $147K exceeded revenue, resulting in a 55% operating deficit.

Mission

MAINTAIN COLLEGE HOME FOR UNDERGRADUATE MEMBERS, FOSTER EDUCATION, ENCOURAGE CULTURE AND SCHOLARSHIP, ASSIST IN THE BUILDING OF CHARACTER, PROMOTE COLLEGE LOYALTIES, AND PERPETUATE LIFELONG FRIENDSHIPS.

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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 $6,934

Program Service Revenue $87,860

Investment Income $3

Other Revenue $0

TOTAL REVENUE $94,797

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $139,055

Other Expenses $147,164

TOTAL EXPENSES $147,164

Year-over-Year Comparison

	2024	2023	Change
Revenue	$94,797	$92,772	+0.0%
Expenses	$147,164	$59,391	+1.5%
Net Income	$-52,367	$33,381	-2.6%

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
PAUL BERGIN	TREASURER	N/A	Officer Director	$0	$0	$0
ALBERT HAKIM	VICE-PRESIDE	N/A	Officer Director	$0	$0	$0
SEAN MCREE	SECRETARY	N/A	Officer Director	$0	$0	$0
MICHAEL SERICO	PRESIDENT	N/A	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	$94,797	$147,164	$1,289,079	$-52,367
2023	$92,772	$59,391	$1,345,825	$33,381
2022	$954	$17,070	$904,893	$-16,116
2021	$881	$14,777	$788,931	$-13,896
2020	$8,722	$18,011	$787,665	$-9,289
2019	$-4,414	$3,106	$796,954	$-7,520
2018	$-6,242	$6,734	$804,474	$-12,976

NU TETARTON ALUMNI ASSOCIATION OF PHI SIGMA KAPPA