PHI DELTA THETA NEW YORK ALPHA INC (EIN 166070754) - 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

1895

Legal Domicile

Principal Officer

JON BELLANTE

Phone

6072725550

Tax Period

2023-07-01 to 2024-06-30

PHI DELTA THETA NEW YORK ALPHA INC, founded in 1895, is a small nonprofit that reported $568K in total revenue in fiscal year 2023. Revenue surged 575% from the prior year, signaling strong growth momentum. The organization ran a surplus of $403K, a strong 71% operating margin.

Mission

TO PROVIDE FELLOWSHIP AND HOUSING TO THE UNDERGRADUATE MEMBERS OF NY ALPHA OF PHI DELTA THETA FRATERNITY AT CORNELL UNIVERSITY

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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 (2023)

Revenue Breakdown

Contributions & Grants $489,924

Program Service Revenue $78,000

Investment Income $0

Other Revenue $400

TOTAL REVENUE $568,324

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $165,708

TOTAL EXPENSES $165,708

Year-over-Year Comparison

	2023	2022	Change
Revenue	$568,324	$84,170	+5.8%
Expenses	$165,708	$143,213	+0.2%
Net Income	$402,616	$-59,043	-7.8%

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

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
DANIEL DWORAKOWSKI	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK KENDALL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JON BELLANTE	TREASURER	1.00	Officer Director	$0	$0	$0
PAT KERVIN	SECRETARY	1.00	Officer Director	$0	$0	$0
TIM DRESSEL	MEMBER	1.00	Director	$0	$0	$0
ANDREW BRIDSON	MEMBER	1.00	Director	$0	$0	$0
MARK MALIN	MEMBER	1.00	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	No data	No data	No data	No data
2025	No data	No data	No data	No data
2024	$568,324	$165,708	$1,608,931	$402,616
2023	$84,170	$143,213	$1,220,253	$-59,043
2022	$159,771	$154,044	$1,285,092	$5,727
2021	$166,775	$147,605	$1,276,946	$19,170

PHI DELTA THETA NEW YORK ALPHA INC