ALUMNI ASSOC OF ALPHA MU CHAPTER OF PHI KAPPA SIGMA FRATERNITY INC (EIN 043146095) - 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

1993

Legal Domicile

Principal Officer

Keith Kallberg

Phone

7818641677

Tax Period

2020-09-01 to 2021-08-31

ALUMNI ASSOC OF ALPHA MU CHAPTER OF PHI KAPPA SIGMA FRATERNITY INC, founded in 1993, is a small nonprofit that reported $430K in total revenue in fiscal year 2020. Revenue surged 55% from the prior year, signaling strong growth momentum. The organization ran a surplus of $182K, a strong 42% operating margin.

Mission

Provide quality housing to MIT students and communicate with approximately 500 alumni members

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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 (2020)

Revenue Breakdown

Contributions & Grants $230,470

Program Service Revenue $1,000

Investment Income $198,540

Other Revenue $0

TOTAL REVENUE $430,010

Expense Breakdown

Grants Paid $24,079

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $223,973

TOTAL EXPENSES $248,052

Year-over-Year Comparison

	2020	2019	Change
Revenue	$430,010	$276,966	+0.6%
Expenses	$248,052	$233,086	+0.1%
Net Income	$181,958	$43,880	+3.1%

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
Keith Kallberg	Predident	4	Officer Director	$0	$0	$0
Robert Heatwole	Clerk	4	Officer Director	$0	$0	$0
Bruce Lundie	Treasurer	4	Officer Director	$0	$0	$0
John Cloutier	House Manager	4	Officer Director	$0	$0	$0
Greg Arsenault	Director	1	Director	$0	$0	$0
Bill Lee	Director	1	Director	$0	$0	$0
Tom Mikus	Director	4	Officer Director	$0	$0	$0
Jay Goldman	Director	2	Director	$0	$0	$0
Seth Berg	Director	1	Director	$0	$0	$0
Cody Chamberlain	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
2021	$430,010	$248,052	$3,083,913	$181,958
2020	$276,966	$233,086	$2,819,302	$43,880

ALUMNI ASSOC OF ALPHA MU CHAPTER OF PHI KAPPA SIGMA FRATERNITY INC