Sigma 1916 (EIN 940276950) - 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

1916

Legal Domicile

Principal Officer

Annika Carpenter

Phone

5103262221

Tax Period

2024-07-01 to 2025-06-30

Sigma 1916, founded in 1916, is a small nonprofit that reported $532K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $162K, a strong 30% operating margin.

Mission

Sorority, College Education and Student Housing

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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 $1,992

Program Service Revenue $0

Investment Income $5,361

Other Revenue $524,288

TOTAL REVENUE $531,641

Expense Breakdown

Grants Paid $2,700

Salaries & Benefits $306,100

Fundraising Expenses $0

Program Expenses $346,956

Other Expenses $60,845

TOTAL EXPENSES $369,645

Year-over-Year Comparison

	2024	2023	Change
Revenue	$531,641	$377,008	+0.4%
Expenses	$369,645	$355,181	+0.0%
Net Income	$161,996	$21,827	+6.4%

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
Annika Carpenter	President	1.00	Officer Director	$0	$0	$0
Victoria Cresswell	VP/Sec	1.00	Officer Director	$0	$0	$0
Caterina Benson	Co-Treasurer	1.00	Officer Director	$0	$0	$0
Jan Worswick	Co-Treasurer	1.00	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
2025	$531,641	$369,645	$1,120,993	$161,996
2024	$377,008	$355,181	$1,088,172	$21,827
2023	$369,426	$349,576	$1,076,439	$19,850
2022	$454,018	$338,928	$1,056,857	$115,090
2021	$42,054	$280,452	$1,010,626	$-238,398
2020	$400,251	$316,056	$1,244,783	$84,195
2019	$279,347	$257,687	$863,433	$21,660
2018	$402,601	$204,842	$851,773	$197,759

Sigma 1916