PHI SIGMA KAPPA ALUMNI ASSOCIATES

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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

2003

Legal Domicile

Phone

6102389990

Tax Period

2021-01-01 to 2021-12-31

PHI SIGMA KAPPA ALUMNI ASSOCIATES, founded in 2003, is a micro nonprofit in the Education sector that reported $6K in total revenue in fiscal year 2021. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $7K exceeded revenue, resulting in a 17% operating deficit.

Mission

THE ORGANIZATION MISSION IS TO AWARD ANNUAL SCHOLARSHIPS TO UNDERGRADUATE MEMBERS OF THE PHI EPSILON CHAPTER TROUGH FUNDRAISERS

Program Service Accomplishments

Program 1

Expenses: $6,627 Revenue: $5,660

THE REVENUE RELATES TO DONATION MADE FROM GOLF OUTING. THE EXPENSES RELATE TO THE COST OF THE GOLF OUTING. THE PROCEEDS ARE DONATED TO COLLEGE STUDENTS FOR TUITION ASSITANCE.

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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 $5,660

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $5,660

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,627

Other Expenses $6,627

TOTAL EXPENSES $6,627

Year-over-Year Comparison

	2021	2020	Change
Revenue	$5,660	$7,506	-0.2%
Expenses	$6,627	$7,840	-0.2%
Net Income	$-967	$-334	+1.9%

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
GARY FREY	PRESIDENT	1.00	Director	$0	$0	$0
JAMES MURRAY	VICE PRESIDENT	1.00	Director	$0	$0	$0
DR JEFFREY UHL	SECRETARY	1.00	Director	$0	$0	$0
DR BELMONT HAYDEL	OFFICER	1.00	Director	$0	$0	$0
RICHARD REIST	TREASURY	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
2021	$5,660	$6,627	$9,227	$-967
2020	$7,506	$7,840	$10,194	$-334