PHI SIGMA KAPPA (EIN 150537020) - 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

COLE GILBERT

Phone

6072570000

Tax Period

2023-07-01 to 2024-06-30

PHI SIGMA KAPPA, founded in 1914, is a small nonprofit that reported $461K in total revenue in fiscal year 2023.

Mission

TO PROVIDE A HOME LIKE SETTING FOR ROOM, BOARD AND SOCIAL FUNCTIONS.

🔒

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 $460,659

Investment Income $25

Other Revenue $0

TOTAL REVENUE $460,684

Expense Breakdown

Grants Paid $0

Salaries & Benefits $63,213

Fundraising Expenses $0

Other Expenses $419,983

TOTAL EXPENSES $483,196

Year-over-Year Comparison

	2023	2022	Change
Revenue	$460,684	$465,132	0.0%
Expenses	$483,196	$484,644	0.0%
Net Income	$-22,512	$-19,512	+0.2%

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

N/A

Independent Members

N/A

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
LIAM BODURTHA	HOUSE MGR	N/A	Officer	$0	$0	$0
JOSH DONG	TREASURER	N/A	Officer	$0	$0	$0
OWEN FARCHIONE	STEWARD	N/A	Officer	$0	$0	$0
STEVE FONTANA	ALUMNI OFFIC	N/A	Officer	$0	$0	$0
COLE GILBERT	PRESIDENT	N/A	Officer	$0	$0	$0
PATRICK JOHNSTON	COOK	N/A	Officer	$0	$0	$0
WILLIAM MILLER	ALUMNI OFFIC	N/A	Officer	$0	$0	$0
CONNIE MOSCH	SECRETARY	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	No data	No data	No data	No data
2024	$460,684	$483,196	$86,267	$-22,512
2023	$465,132	$484,644	$93,543	$-19,512
2022	$515,471	$522,909	$95,305	$-7,438

PHI SIGMA KAPPA