PHI SIGMA DELTA ALUMNI ASSOCIATION (EIN 050309859) - 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

1965

Legal Domicile

Principal Officer

AIDEN KEENE

Phone

4018742557

Tax Period

2024-07-01 to 2025-06-30

PHI SIGMA DELTA ALUMNI ASSOCIATION, founded in 1965, is a small nonprofit that reported $234K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $299K exceeded revenue, resulting in a 28% operating deficit.

Mission

TO PROVIDE ROOM AND BOARD FOR COLLEGE STUDENTS AT THE UNIVERSITY OF RHODE ISLAND

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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 $233,761

Investment Income $0

Other Revenue $0

TOTAL REVENUE $233,761

Expense Breakdown

Grants Paid $0

Salaries & Benefits $28,728

Fundraising Expenses $0

Other Expenses $270,706

TOTAL EXPENSES $299,434

Year-over-Year Comparison

	2024	2023	Change
Revenue	$233,761	$307,672	-0.2%
Expenses	$299,434	$345,773	-0.1%
Net Income	$-65,673	$-38,101	+0.7%

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

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
NICHOLAS ISABELLA	PRESIDENT	N/A	Officer	$0	$0	$0
AIDEN KEENE	TREASURER	N/A	Officer	$0	$0	$0
DANIEL KESSLER	MEMBER AT LA	N/A	Officer	$0	$0	$0
BRIAN MAIRIANO	SECRETERY	N/A	Officer	$0	$0	$0
WILLIAM WELT	VICE PRESIDE	N/A	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
2025	$233,761	$299,434	$897,917	$-65,673
2022	$126,132	$240,154	$1,294,619	$-114,022
2021	$187,079	$255,872	$1,457,301	$-68,793
2020	$148,720	$218,255	$1,570,156	$-69,535
2019	$212,569	$213,082	$1,596,887	$-513

PHI SIGMA DELTA ALUMNI ASSOCIATION