DELTA SIGMA PHI FRATERNITY INC

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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

1953

Legal Domicile

Principal Officer

MARK HILLEARY

Phone

8059631837

Tax Period

2024-07-01 to 2025-06-30

DELTA SIGMA PHI FRATERNITY INC, founded in 1953, is a small nonprofit that reported $200K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $111K, a strong 55% operating margin.

Mission

TO BRING TOGETHER A GROUP OF ACADEMICALLY AND SOCIALLY MINDED STUDENTS AT CALIFORNIA POLYTECHNIC STATE UNIVERSITY, SAN LUIS OBISPO

Program Service Accomplishments

Program 1

PROVIDE HOUSING TO STUDENTS OF CALIFORNIA POLYTECHNIC STATE UNIVERSITY, SAN LUIS OBISPO.

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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 $0

Investment Income $0

Other Revenue $200,390

TOTAL REVENUE $200,390

Expense Breakdown

Grants Paid $15,500

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $73,759

TOTAL EXPENSES $89,259

Year-over-Year Comparison

	2024	2023	Change
Revenue	$200,390	$153,318	+0.3%
Expenses	$89,259	$47,417	+0.9%
Net Income	$111,131	$105,901	+0.0%

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
JONATHON MONFORT	PRESIDENT/SECRETARY	4.00	Officer Director	$0	$0	$0
MARK HILLEARY	TREASURER	4.00	Officer Director	$0	$0	$0
WILLIAM BRADLEY	BOARD MEMBER/VP HOUSING	6.00	Director	$0	$0	$0
RAYMOND CALANDE	BOARD MEMBER	1.00	Director	$0	$0	$0
NOEL SHUTT	BOARD MEMBER	1.00	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	$200,390	$89,259	$715,120	$111,131
2024	$153,318	$47,417	$603,989	$105,901
2023	$140,687	$5,288	$498,088	$135,399