PI LAMBDA PHI FRATERNITY (EIN 042721968) - 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

1940

Legal Domicile

Principal Officer

James C Gentry

Phone

6176786423

Tax Period

2023-07-01 to 2024-06-30

PI LAMBDA PHI FRATERNITY, founded in 1940, is a small nonprofit that reported $104K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $36K, a strong 35% operating margin.

Mission

Maintain facilities to house the Massachusetts Theta chapter of Pi Lambda Phi 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 (2023)

Revenue Breakdown

Contributions & Grants $7,233

Program Service Revenue $0

Investment Income $19

Other Revenue $96,832

TOTAL REVENUE $104,084

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $56,290

TOTAL EXPENSES $67,995

Year-over-Year Comparison

	2023	2022	Change
Revenue	$104,084	$88,302	+0.2%
Expenses	$67,995	$107,083	-0.4%
Net Income	$36,089	$-18,781	-2.9%

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
James C Gentry	President	2	Officer Director	$0	$0	$0
Lee Kilpatrick	Vice President	1	Officer Director	$0	$0	$0
Daniel J Keating	Treasurer	2	Officer Director	$0	$0	$0
Fred Jao	Clerk	1	Officer Director	$0	$0	$0
Brian Sennett	Chapter Advisor	2	Officer Director	$0	$0	$0
Marc Shuster	Director	1	Director	$0	$0	$0
Kriss Aho	Director	1	Director	$0	$0	$0
Rich Wang	Undergraduate Director	1	Director	$0	$0	$0
John Strzesynski	Undergraduate Director	1	Director	$0	$0	$0
Tyler Matsuzaki	Undergraduate Director	1	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	No data	No data	No data	No data
2024	$104,084	$67,995	$137,771	$36,089
2023	$88,302	$107,083	$136,349	$-18,781
2022	$92,086	$90,020	$128,810	$2,066
2021	$48,765	$152,610	$139,370	$-103,845

PI LAMBDA PHI FRATERNITY