SIGMA CHAPTER OF ALPHA PHI HOLDING (EIN 916072382) - 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

1922

Legal Domicile

Principal Officer

CAROLYN ILLMAN

Phone

3033011768

Tax Period

2024-07-01 to 2025-06-30

SIGMA CHAPTER OF ALPHA PHI HOLDING, founded in 1922, is a community nonprofit in the Education sector that reported $1.0M in total revenue in fiscal year 2024. Net assets of $2.1M represent 25 months of operating reserves.

Mission

PROVIDE FOR OUR MEMBERS A SAFE, QUALITY LIVING ENVIRONMENT THAT PROMOTES ACADEMIC EXCELLENCE AND INDIVIDUAL AND CHAPTER SUCCESS. WE ARE COMMITTED TO FISCAL RESPONSIBILITY, OPERATING WITH INTEGRITY, HONORING TRADITION, AND DEMONSTRATING MUTUAL RESPECT IN ORDER TO BE THE PREMIER FACILITY ON EACH CAMPUS.

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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 $0

Program Service Revenue $1,002,308

Investment Income $120

Other Revenue $0

TOTAL REVENUE $1,002,428

Expense Breakdown

Grants Paid $0

Salaries & Benefits $71,177

Fundraising Expenses $0

Other Expenses $986,181

TOTAL EXPENSES $1,057,358

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,002,428	$929,054	+0.1%
Expenses	$1,057,358	$952,264	+0.1%
Net Income	$-54,930	$-23,210	+1.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH BRUEMMER	BOARD MEMBER	N/A	Officer Director	$0	$0	$0
PATTY CORBIN	BOARD MEMBER	N/A	Officer Director	$0	$0	$0
DANIELLE EDWARDS	BOARD DIRECT	N/A	Officer Director	$0	$0	$0
CAROLYN ILLMAN	PRESIDENT	N/A	Officer Director	$0	$0	$0
JUSTICE NEWHOUSE	TREASURER	N/A	Officer Director	$0	$0	$0
ALYSSA PUTNAM	VP	N/A	Officer Director	$0	$0	$0
ASMI SATHAYE	BOARD MEMBER	N/A	Officer Director	$0	$0	$0
CAROLINE WAGE	BOARD MEMBER	N/A	Officer Director	$0	$0	$0
KEELCY WOOLLEY	BOARD MEMBER	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
2025	$1,002,428	$1,057,358	$2,129,005	$-54,930
2024	$929,054	$952,264	$2,166,530	$-23,210
2023	$870,215	$981,035	$2,197,773	$-110,820
2022	$972,983	$957,118	$2,310,004	$15,865
2021	$511,113	$714,193	$2,333,682	$-203,080
2020	$888,080	$769,876	$2,589,242	$118,204

SIGMA CHAPTER OF ALPHA PHI HOLDING