PHI KAPPA THETA FRATERNITY (EIN 146038162) - 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

1967

Legal Domicile

Principal Officer

BRIAN DILENO

Phone

5182918318

Tax Period

2024-06-01 to 2025-05-31

PHI KAPPA THETA FRATERNITY, founded in 1967, is a small nonprofit that reported $187K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $295K exceeded revenue, resulting in a 58% operating deficit.

Mission

EDUCATIONAL FRATERNITY ALUMNI ORGANIZATION - TO PROVIDE AND MAINTAIN CHAPTER HOUSING FOR UNDERGRADUATE 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 (2024)

Revenue Breakdown

Contributions & Grants $87,187

Program Service Revenue $0

Investment Income $33,892

Other Revenue $65,985

TOTAL REVENUE $187,064

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $281,042

Other Expenses $295,241

TOTAL EXPENSES $295,241

Year-over-Year Comparison

	2024	2023	Change
Revenue	$187,064	$154,530	+0.2%
Expenses	$295,241	$155,252	+0.9%
Net Income	$-108,177	$-722	+148.8%

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
ERIC BIENSTOCK	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRIAN DILENO	VICE PRESIDENT	1.00	Officer 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	$187,064	$295,241	$891,600	$-108,177
2024	$154,530	$155,252	$993,505	$-722
2023	$175,371	$124,916	$947,425	$50,455
2022	$131,357	$89,077	$932,786	$42,280
2021	$31,747	$85,218	$949,892	$-53,471
2020	$163,119	$172,387	$912,723	$-9,268
2019	$151,789	$141,037	$924,318	$10,752
2018	$310,952	$91,660	$927,495	$219,292

PHI KAPPA THETA FRATERNITY