CHI PHI FRATERNITY INC

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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

1872

Legal Domicile

Principal Officer

Jacob Thompson

Phone

2016508300

Tax Period

2024-07-01 to 2025-06-30

CHI PHI FRATERNITY INC, founded in 1872, is a small nonprofit that reported $365K in total revenue in fiscal year 2024. Expenses of $403K exceeded revenue, resulting in a 10% operating deficit.

Mission

To build better men though life long friendship, leadership opportunities, academic achievement and character development. To provide an environment where academic study and self-governance can be nurtured and developed.

Program Service Accomplishments

Program 1

In this particular year the organization maintained the collective membership as a unit, despite being located in several different locations and unable to live together as one unit.

Program 2

None

Program 3

None

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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 $20,470

Program Service Revenue $344,197

Investment Income $0

Other Revenue $0

TOTAL REVENUE $364,667

Expense Breakdown

Grants Paid $0

Salaries & Benefits $71,541

Fundraising Expenses $0

Program Expenses $0

Other Expenses $331,128

TOTAL EXPENSES $402,669

Year-over-Year Comparison

	2024	2023	Change
Revenue	$364,667	$365,980	0.0%
Expenses	$402,669	$352,496	+0.1%
Net Income	$-38,002	$13,484	-3.8%

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

N/A

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
Jacob Thompson	President	20	Officer	$0	$0	$0
William Kahney	Vice President	15	Officer	$0	$0	$0
Liam Charatz	Secretary	5	Officer	$0	$0	$0
Bret Mandler	Treasurer	20	Officer	$0	$0	$0
Max Messina	House Manager	15	Officer	$0	$0	$0
Ben Bundy	Historian	5	Officer	$0	$0	$0
Aidan Skinner	Risk Manager	5	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
2025	$364,667	$402,669	$12,907	$-38,002
2024	$365,980	$352,496	$55,600	$13,484
2023	$327,640	$299,955	$37,428	$27,685
2022	$248,762	$240,747	$9,743	$8,015
2021	$33,126	$42,824	$1,728	$-9,698