PHI DELTA ALPHA FRATERNITY DARTMOUTH COLLEGE (EIN 020171967) - 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

1960

Legal Domicile

Principal Officer

HENRY PORET

Phone

8474213029

Tax Period

2024-04-01 to 2025-03-31

PHI DELTA ALPHA FRATERNITY DARTMOUTH COLLEGE, founded in 1960, is a small nonprofit that reported $422K in total revenue in fiscal year 2024. Expenses of $493K exceeded revenue, resulting in a 17% operating deficit.

Mission

COLLEGE STUDENT FRATERNITY

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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 $410,155

Investment Income $1

Other Revenue $12,086

TOTAL REVENUE $422,242

Expense Breakdown

Grants Paid $6,214

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $493,038

Other Expenses $486,824

TOTAL EXPENSES $493,038

Year-over-Year Comparison

	2024	2023	Change
Revenue	$422,242	$423,112	0.0%
Expenses	$493,038	$433,077	+0.1%
Net Income	$-70,796	$-9,965	+6.1%

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
DAVIS GRAMZA	TREASURER AS OF 1/25	20.00	Officer Director	$0	$0	$0
JAKE OLSEN	PRESIDENT AS OF 10/24	20.00	Officer Director	$0	$0	$0
BRETT MCGEE	VICE PRESIDENT AS OF 10/24	20.00	Officer Director	$0	$0	$0
ANDREW ZUO	RISK MANAGER AS OF 10/24	20.00	Director	$0	$0	$0
JUSTIN LEE	SOCIAL CHAIR #2 AS OF 10/24	20.00	Director	$0	$0	$0
ROB MALYAR	SOCIAL CHAIR #3 AS OF 10/24	20.00	Director	$0	$0	$0
LUKE GRAYSON	SOCIAL CHAIR #4 AS OF 10/24	20.00	Director	$0	$0	$0
COLIN KOWALSKI	SOCIAL CHAIR #1	20.00	Director	$0	$0	$0
AIDAN PRETTI	HOUSEMAN #1 AS OF 10/24	20.00	Director	$0	$0	$0
JIVAN ACHAR	BROTHERHOOD CHAIR AS OF 10/24	20.00	Director	$0	$0	$0
DECKER JACKSON	HOUSEMAN #1 AS OF 10/24	20.00	Director	$0	$0	$0
HENRY PORET	PRESIDENT THRU 10/24	20.00	Officer Director	$0	$0	$0
ROBERT BLANK	VICE PRESIDENT THRU 10/24	20.00	Officer Director	$0	$0	$0
ARI NATHANSON	TREASURER THRU 12/24	20.00	Officer Director	$0	$0	$0
SEBASTIAN FRAZIE	RISK MANAGER THRU 10/24	20.00	Director	$0	$0	$0
GARNER UHLHORN	HOUSEMAN #1 THRU 10/24	20.00	Director	$0	$0	$0
THOMAS HOHMAN	HOUSEMAN #1 THRU 10/24	20.00	Director	$0	$0	$0
AARAV MALHOTRA	SOCIAL CHAIR #2 THRU 10/24	20.00	Director	$0	$0	$0
ELI BAILIT	SOCIAL CHAIR #3 THRU 10/24	20.00	Director	$0	$0	$0
WILL MALLEY	SOCIAL CHAIR #4 THRU 10/24	20.00	Director	$0	$0	$0
JACK JERVIS	BROTHERHOOD CHAIR THRU 10/24	20.00	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	$422,242	$493,038	$465,271	$-70,796
2024	$423,112	$433,077	$536,067	$-9,965
2023	$394,137	$375,507	$546,032	$18,630
2022	$423,117	$350,336	$527,402	$72,781
2021	$82,745	$112,970	$454,622	$-30,225

PHI DELTA ALPHA FRATERNITY DARTMOUTH COLLEGE