PHI GAMMA DELTA FRATERNITY PI IOTA CHAPTER (EIN 042182820) - 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

1891

Principal Officer

JAMES SCALISE

Phone

7742771326

Tax Period

2021-01-01 to 2021-12-31

Mission

PHI GAMMA DELTA UNITES MEN IN ENDURING FRIENDSHIPS, STIMULATES THE PURSUIT OF KNOWLEDGE, AND BUILDS COURAGEOUS LEADERS WHO SERVE THE WORLD WITH THE BEST THAT IS IN THEM. THE PURPOSE OF THE ORGANIZATION IS TO OPERATE THE LOCAL CHAPTER OF PHI GAMMA DELTA FRATERNITY PI IOTA CHAPTER AT WORCESTER POLYTECHNIC INSTITUTE, A COLLEGE SOCIAL FRATERNITY. SPECIFICALLY, TO PROMOTE THE SOCIAL, INTELLECTUAL, AND MORAL DEVELOPMENT OF COLLEGE AND UNIVERSITY MEN, BOTH MEMBERS AND PLEDGES OF PHI GAMMA DELTA FRATERNITY AND TO SUPPORT THE EDUCATION OF MEMBERS, TO ASSIST MEMBERS IN TIME OF NEED, AND TO SUPPORT SELECTED HUMANITARIAN ACTIVITIES. OUR ORGANIZATION SUPPORTS NUMEROUS CHARITABLE ORGANIZATIONS AND WE HOLD MANY COMMUNITY SERVICE EVENTS ANNUALLY. THE ACTIVITIES ARE FUNDED BY MEMBER DUES.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2021	2020	Change
Revenue	N/A	$147,747	-1.0%
Expenses	N/A	$143,766	-1.0%
Net Income	N/A	$3,981	N/A

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
DANIEL BARMAKIAN	HISTORIAN	10.00	Officer	$0	$0	$0
ANDREW NEAMTU	VP & TREASUR	10.00	Officer	$0	$0	$0
JOHN PUKSTA	RECORDING SE	10.00	Officer	$0	$0	$0
EVAN RUSSELL	CORRESPONDIN	10.00	Officer	$0	$0	$0
JAMES SCALISE	PRESIDENT	10.00	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
2021	No data	No data	$14,480	No data
2021	$241,265	$244,446	$11,299	$-3,181

PHI GAMMA DELTA FRATERNITY PI IOTA CHAPTER