Sigma Nu Alumni Scholarship Fund (EIN 956193282) - 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

1967

Legal Domicile

Principal Officer

Peter Merlone

Phone

3102085474

Tax Period

2024-10-01 to 2025-09-30

Sigma Nu Alumni Scholarship Fund, founded in 1967, is a small nonprofit that reported $411K in total revenue in fiscal year 2024. Revenue surged 125% from the prior year, signaling strong growth momentum. The organization ran a surplus of $299K, a strong 73% operating margin.

Mission

Providing scholastic grants to undergraduate students at UCLA.

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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 $185,256

Program Service Revenue $0

Investment Income $225,295

Other Revenue $0

TOTAL REVENUE $410,551

Expense Breakdown

Grants Paid $92,535

Salaries & Benefits $0

Fundraising Expenses $10,500

Program Expenses $100,937

Other Expenses $8,402

TOTAL EXPENSES $111,437

Year-over-Year Comparison

	2024	2023	Change
Revenue	$410,551	$182,077	+1.3%
Expenses	$111,437	$135,826	-0.2%
Net Income	$299,114	$46,251	+5.5%

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

N/A

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
Peter Merlone	President	2.00	Officer	$0	$0	$0
Daniel Jordan	Vice-President	2.00	Officer	$0	$0	$0
Brian Zirbel	Secretary/Treasurer	2.00	Officer	$0	$0	$0
Scott McPherson	Board Member	2.00	Director	$0	$0	$0
Jay Shepherd	Board Member	2.00	Director	$0	$0	$0
Dave Obbage	Board Member	2.00	Director	$0	$0	$0
Steve Layton	Board Member	2.00	Director	$0	$0	$0
Steve Fulton	Board Member	2.00	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	$410,551	$111,437	$3,130,993	$299,114
2024	$182,077	$135,826	$2,828,187	$46,251
2023	$140,977	$128,868	$2,381,929	$12,109
2022	$431,425	$101,667	$2,158,521	$329,758
2021	$620,004	$82,867	$2,153,237	$537,137
2020	$135,677	$147,963	$1,269,716	$-12,286

Sigma Nu Alumni Scholarship Fund