LAMBDA NU ASSOCIATION OF PHI GAMMA DELTA PHI GAMMA DELTA (EIN 208189502) - 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

1960

Legal Domicile

Principal Officer

JOHN OSTERHOLM

Phone

4023979550

Tax Period

2023-07-01 to 2024-06-30

LAMBDA NU ASSOCIATION OF PHI GAMMA DELTA PHI GAMMA DELTA, founded in 1960, is a micro nonprofit in the Recreation & Sports sector that reported $71K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $64K, a strong 89% operating margin.

Mission

PROVIDE HOUSING AND SUPPORT THE EDUCATION TO MEMBERS OR PLEDGES OF PHI GAMMA DELTA FRATERNITY, LAMBDA NU CHAPTER.

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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 $71,358

Program Service Revenue $0

Investment Income $25

Other Revenue $0

TOTAL REVENUE $71,383

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $640

Program Expenses $7,147

Other Expenses $7,787

TOTAL EXPENSES $7,787

Year-over-Year Comparison

	2023	2022	Change
Revenue	$71,383	$64,663	+0.1%
Expenses	$7,787	$22,638	-0.7%
Net Income	$63,596	$42,025	+0.5%

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
JOHN OSTERHOLM	PRESIDENT	5.00	Officer Director	$0	$0	$0
SCOTT OMAN	TREASURER	1.00	Officer Director	$0	$0	$0
JOE SKRADSKI	HOUSE MANAGEMENT	1.00	Officer Director	$0	$0	$0
SCOTT THOMPSON	BOARD MEMBER	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
2024	$71,383	$7,787	$164,786	$63,596
2023	$64,663	$22,638	$101,190	$42,025
2022	$-1,709,245	$46,729	$59,165	$-1,755,974
2021	$187,896	$75,277	$2,619,217	$112,619
2020	$1,599	$69,172	$2,552,247	$-67,573
2019	$129,484	$126,087	$2,655,268	$3,397

LAMBDA NU ASSOCIATION OF PHI GAMMA DELTA PHI GAMMA DELTA