National Sorority of PHI Delta (EIN 222932531) - 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

1982

Legal Domicile

Principal Officer

Jacquelynn D Oliver

Tax Period

2021-07-01 to 2022-06-30

National Sorority of PHI Delta, founded in 1982, is a micro nonprofit that reported $100K in total revenue in fiscal year 2021. Revenue surged 82% from the prior year, signaling strong growth momentum. The organization ran a surplus of $16K, a strong 16% operating margin.

Mission

This sorority is a service organization of professional women and educators whose primary goal is to enrich and enlighten the communities they serve.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $99,626

Investment Income $0

Other Revenue $0

TOTAL REVENUE $99,626

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $83,824

Other Expenses $83,824

TOTAL EXPENSES $83,824

Year-over-Year Comparison

	2021	2020	Change
Revenue	$99,626	$54,797	+0.8%
Expenses	$83,824	$34,634	+1.4%
Net Income	$15,802	$20,163	-0.2%

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

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
Imani Watts	Financial Secretary	3.00	Officer	$0	$0	$0
Linda Smith	Treasurer	3.00	Officer	$0	$0	$0
Jacquelynn D Oliver	President	5.00	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
2022	$99,626	$83,824	$60,435	$15,802
2021	$54,797	$34,634	$44,633	$20,163
2020	$62,099	$58,003	$24,470	$4,096
2019	$78,844	$78,385	$20,374	$459

National Sorority of PHI Delta