Alpha Nu of Sigma Delta Tau

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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

2022

Principal Officer

Jillian Reese Garber

Phone

7815345678

Tax Period

2023-07-01 to 2024-06-30

Alpha Nu of Sigma Delta Tau, founded in 2022, is a small nonprofit in the Education sector that reported $268K in total revenue in fiscal year 2023. The organization ran a surplus of $55K, a strong 20% operating margin.

Mission

To support sisterhood at the University of Wisconsin.

Program Service Accomplishments

Program 1

Expenses: $213,661 Revenue: $263,935

Social events, including recruitment, sisterhood meetings, and monthly socials.

Program 2

Revenue: $845

Philanthropy to support Jewish Women International JWI and Prevent Child Abuse American PCAA.

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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 $1,280

Program Service Revenue $233,460

Investment Income $0

Other Revenue $33,544

TOTAL REVENUE $268,284

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $213,661

Other Expenses $213,661

TOTAL EXPENSES $213,661

Year-over-Year Comparison

	2023	2022	Change
Revenue	$268,284	$255,451	+0.1%
Expenses	$213,661	$421,456	-0.5%
Net Income	$54,623	$-166,005	-1.3%

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
Lilly Polakoff	President	2.00	Officer	$0	$0	$0
Abby Kaufman	Vice President	2.00	Officer	$0	$0	$0
Abby Zucker	Vice President	2.00	Officer	$0	$0	$0
Carly Hersch	Vice President	2.00	Officer	$0	$0	$0
Jillian Garber	Treasurer	2.00	Officer	$0	$0	$0
Maya Stagman	Vice President	2.00	Officer	$0	$0	$0
Molly Schochet	Vice President	2.00	Officer	$0	$0	$0
Samantha Ross	Vice President	2.00	Officer	$0	$0	$0
Sarah Doane	Vice President	2.00	Officer	$0	$0	$0
Sophie Small	Vice President	2.00	Officer	$0	$0	$0
Jemma Nelson	Vice President	2.00	Officer	$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	No data	No data	No data	No data
2024	$268,284	$213,661	$137,806	$54,623
2023	$255,451	$421,456	$55,954	$-166,005