PHI BETA SIGMA FRATERNITY INC (EIN 111709989) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1914

Legal Domicile

Principal Officer

DARYL A ANDERSON SR

Phone

2027265424

Tax Period

2023-01-01 to 2023-12-31

PHI BETA SIGMA FRATERNITY INC, founded in 1914, is a community nonprofit that reported $7.7M in total revenue in fiscal year 2023. Revenue surged 76% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.6M, a strong 21% operating margin.

Mission

EXEMPLIFY THE IDEALS OF BROTHERHOOD, SCHOLARSHIP AND SERVICE TO THE GENERAL COMMUNITY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $7,129,516

Investment Income $38,021

Other Revenue $554,303

TOTAL REVENUE $7,721,840

Expense Breakdown

Grants Paid $272,000

Salaries & Benefits $955,206

Fundraising Expenses $0

Other Expenses $4,905,576

TOTAL EXPENSES $6,132,782

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,721,840	$4,375,051	+0.8%
Expenses	$6,132,782	$3,215,471	+0.9%
Net Income	$1,589,058	$1,159,580	+0.4%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$158,208

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM J FRASIER JR	INTERNATIONAL TREASURER	20.00	Officer Director	$0	$0	$0
CHRIS V REY JD	INTERNATIONAL PRESIDENT	15.00	Officer Director	$0	$0	$0
DAVID TURNER	INTERNATIONAL 1ST VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MAX MCDANIEL	2ND VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MICHAEL E CRISTAL	IMMEDIATE PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
KENNEDY BARNES	LEGAL COUNSEL	5.00	Officer Director	$0	$0	$0
CHARLES JONES	GREAT LAKES REGIONAL DIRECTOR	5.00	Officer Director	$0	$0	$0
ETHAN MCLEAN	INTL SECOND VICE PRES (AS OF 7/23)	5.00	Officer Director	$0	$0	$0
MONALETO IRBY	DIR OF COLLEGIATE AFFS (AS OF 7/23)	5.00	Officer Director	$0	$0	$0
ARNESS GEORGETOWN	COLLEGIATE MBR AT LG (AS OF 7/23)	5.00	Officer Director	$0	$0	$0
SIDNEY JACKSON	WESTERN REGIONAL DIRECTOR	5.00	Director	$0	$0	$0
RICHARD BOONE	SOUTHEASTERN REGIONAL DIRECTOR	5.00	Director	$0	$0	$0
BRANDON HILL	SOUTHWESTERN REGIONAL DIRECTOR	5.00	Director	$0	$0	$0
JR REEVES	EASTERN REGIONAL DIRECTOR	5.00	Director	$0	$0	$0
ERRICK FARMER	SOUTHERN REGIONAL DIRECTOR	5.00	Director	$0	$0	$0
THEOPOLIS WOODWARD	DIST SERVICE CHAPTE	5.00	Director	$0	$0	$0
JARED JACKSON	COLLEGIATE MEMBER-AT-LARGE	5.00	Director	$0	$0	$0
SHAWN ADAMS	COLLEGIATE MEMBER-AT-LARGE	5.00	Director	$0	$0	$0
JOSHUA A BUSBY	DIRECTOR OF COLLEGIATE AFF	5.00	Director	$0	$0	$0
MALWAN JOHNSON	DIRECTOR OF SOCIAL ACTION	5.00	Director	$0	$0	$0
TERRANCE GIBSON	INTERNATIONAL DIR OF BIGGER & BETTER BUSINESS	5.00	Director	$0	$0	$0
MARCUS CHANAY	DIRECTOR OF EDUCATION	5.00	Director	$0	$0	$0
EARL GAMBLE	GULF COAST REGIONAL DIRECTOR	5.00	Director	$0	$0	$0
SIDNEY JACKSON JR	WESTERN REGIONAL DIRECTOR	5.00	Director	$0	$0	$0
JAMES R REEVES	EASTERN REGIONAL DIRECTOR	5.00	Director	$0	$0	$0
DR EMMANUEL ROWE	DIRECTOR OF EDUCATION (AS OF 7/23)	5.00	Director	$0	$0	$0
THEOPOLIS WOODWARD	DIST. SERVICE CHAPTER REPRESENTATIVE (AS OF	5.00	Director	$0	$0	$0
JARED JACKSON	COLLEGIATE MBR-AT-LG (AS OF 7/23)	5.00	Director	$0	$0	$0
KEITH PITTS	DISTINGUISHED SERVICE REPRESENTATIVE	5.00	Director	$0	$0	$0
VANDERBILT THOMPSON	COLLEGIATE MBR-AT-LARGE (UNTIL 7/23)	5.00	Director	$0	$0	$0
JOSHUA A BUSBY	DIR OF COLLEGIATE AFFS (UNTIL 7/23)	5.00	Director	$0	$0	$0
MARCUS CHANAY	DIRECTOR OF EDUCATION (UNTIL 7/23)	5.00	Director	$0	$0	$0
MAX MCDANIEL	2ND VICE PRESIDENT (UNTIL 7/23)	5.00	Director	$0	$0	$0
DARYL A ANDERSON SR	INTERNATIONAL EXECUTIVE DIRECTOR	40.00	Officer	$131,740	$26,468	$158,208

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
2024	No data	No data	No data	No data
2023	$7,721,840	$6,132,782	$10,983,848	$1,589,058
2022	$4,375,051	$3,215,471	$10,895,468	$1,159,580
2021	$5,690,900	$4,632,106	$7,959,473	$1,058,794
2020	$3,651,409	$2,444,618	$7,267,433	$1,206,791
2019	$4,752,037	$3,763,205	$5,044,069	$988,832
2018	$2,825,802	$2,294,119	$4,229,490	$531,683

PHI BETA SIGMA FRATERNITY INC