NEW YORK ZETA OF PHI DELTA THETA CORPORATION (EIN 161508317) - 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

1914

Legal Domicile

Phone

3154300906

Tax Period

2024-07-01 to 2025-06-30

NEW YORK ZETA OF PHI DELTA THETA CORPORATION, founded in 1914, is a small nonprofit that reported $391K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $92K, a strong 24% operating margin.

Mission

Manage the day to day activities of the Phi Delta Theta Alumni organization

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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 $365,193

Investment Income $25,960

Other Revenue $0

TOTAL REVENUE $391,153

Expense Breakdown

Grants Paid $0

Salaries & Benefits $89,873

Fundraising Expenses $0

Program Expenses $298,989

Other Expenses $209,116

TOTAL EXPENSES $298,989

Year-over-Year Comparison

	2024	2023	Change
Revenue	$391,153	$436,787	-0.1%
Expenses	$298,989	$395,378	-0.2%
Net Income	$92,164	$41,409	+1.2%

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

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	Role	Reportable Comp	Other Comp	Total
BRUCE C CLAYTON	President	Officer Director	$0	$0	$0
JASON A WHITT	Secretary	Officer Director	$0	$0	$0
JARMAN D RUSSELL	Treasurer	Officer Director	$0	$0	$0
ALEX S WEINBERG	Director	Director	$0	$0	$0
NICKOLAS G MITILENES	Director	Director	$0	$0	$0
SEAN A MAGUIRE	Director	Director	$0	$0	$0
BAYARD G YOUNG	Director	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	$391,153	$298,989	$1,304,337	$92,164
2024	$436,787	$395,378	$1,103,479	$41,409
2023	$380,013	$303,852	$1,004,483	$76,161
2022	$388,367	$282,319	$896,635	$106,048
2021	$378,231	$322,344	$905,217	$55,887
2020	$196,607	$187,104	$939,533	$9,503
2019	$522,056	$303,611	$930,023	$218,445

NEW YORK ZETA OF PHI DELTA THETA CORPORATION