PHI IOTA ALPHA FRATERNITY INC (EIN 200319711) - 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

1953

Legal Domicile

Principal Officer

ROBERT GOMEZ

Phone

3475174537

Tax Period

2024-01-01 to 2024-12-31

PHI IOTA ALPHA FRATERNITY INC, founded in 1953, is a small nonprofit in the Education sector that reported $210K in total revenue in fiscal year 2024. Expenses of $182K left a modest 13% surplus.

Mission

TO PROMOTE FRATERNAL UNITY AMONGST 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 $206,349

Program Service Revenue $280

Investment Income $2,046

Other Revenue $1,144

TOTAL REVENUE $209,819

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $181,848

TOTAL EXPENSES $181,848

Year-over-Year Comparison

	2024	2023	Change
Revenue	$209,819	$212,500	0.0%
Expenses	$181,848	$231,537	-0.2%
Net Income	$27,971	$-19,037	-2.5%

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 GONZALEZ	CHAIRMAN OF THE BOARD	5.00	Director	$0	$0	$0
ROBERT GOMEZ	EXECUTIVE DIRECTOR	40.00	Officer Director	$0	$0	$0
CHRIS GALE	SECRETARY	3.00	Officer Director	$0	$0	$0
ALEJANDRO MENDIAZ-RIVERA	BOARD MEMBER	3.00	Director	$0	$0	$0
DANNY ROJAS	BOARD MEMBER	3.00	Director	$0	$0	$0
RUBEN GARCIA	BOARD MEMBER	3.00	Director	$0	$0	$0
JUAN PABLO ESQUIVEL	BOARD MEMBER	3.00	Director	$0	$0	$0
ROBERTO PEREZ	BOARD MEMBER	3.00	Director	$0	$0	$0
CHRISTIAN GALE	BOARD MEMBER	3.00	Director	$0	$0	$0
SERGIO BARERRA	BOARD MEMBER	3.00	Director	$0	$0	$0
GARY SANTOS MENDOZA	BOARD MEMBER	3.00	Director	$0	$0	$0
FRANCISCO LUGO	BOARD MEMBER	3.00	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
2024	$209,819	$181,848	$74,383	$27,971
2023	$212,500	$231,537	$73,988	$-19,037
2022	$103,935	$144,002	$56,774	$-40,067
2021	$111,770	$190,764	$96,839	$-78,994
2020	$129,521	$139,778	$151,295	$-10,257
2019	$242,455	$223,449	$161,552	$19,006
2018	$193,472	$177,401	$142,546	$16,071

PHI IOTA ALPHA FRATERNITY INC