PI LAMBDA PHI EDUCATIONAL FOUNDATION INC (EIN 223115003) - 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

1991

Legal Domicile

Principal Officer

JAMES B MORRIS JR

Phone

7037746545

Tax Period

2024-07-01 to 2025-06-30

PI LAMBDA PHI EDUCATIONAL FOUNDATION INC, founded in 1991, is a small nonprofit in the Education sector that reported $257K in total revenue in fiscal year 2024. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $44K, a strong 17% operating margin.

Mission

TO FUNDRAISE AND STEWARD DONATIONS IN ORDER TO AWARD SCHOLARSHIPS AND ASSIST OTHER EDUCUATIONAL INITIATIVES OF UNDERGRADUATE 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 $239,009

Program Service Revenue $0

Investment Income $18,152

Other Revenue $0

TOTAL REVENUE $257,161

Expense Breakdown

Grants Paid $57,187

Salaries & Benefits $51,016

Fundraising Expenses $101,446

Program Expenses $63,887

Other Expenses $104,633

TOTAL EXPENSES $212,836

Year-over-Year Comparison

	2024	2023	Change
Revenue	$257,161	$176,577	+0.5%
Expenses	$212,836	$203,273	+0.0%
Net Income	$44,325	$-26,696	-2.7%

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

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
GARY SANDERS	PRESIDENT	2.00	Officer Director	$0	$0	$0
TRAVIS COLLINGS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JAMES B MORRIS JR	TREASURER	2.00	Officer Director	$0	$0	$0
ROGER ORLOFF	SECRETARY	1.00	Officer Director	$0	$0	$0
DAN SCOTT	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT D KLAUSNER	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL WEBSTER	TRUSTEE	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	$257,161	$212,836	$746,512	$44,325
2024	$176,577	$203,273	$684,310	$-26,696
2023	$143,703	$160,084	$676,459	$-16,381
2022	$375,524	$86,626	$660,178	$288,898
2021	$206,433	$125,310	$433,589	$81,123

PI LAMBDA PHI EDUCATIONAL FOUNDATION INC