PHI ALPHA THETA HISTORY HONOR SOCIETY INC (EIN 232838156) - 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

1995

Principal Officer

JESSICA M BOURDEAU

Phone

8003948195

Tax Period

2023-07-01 to 2024-06-30

PHI ALPHA THETA HISTORY HONOR SOCIETY INC, founded in 1995, is a small nonprofit in the Education sector that reported $503K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $482K left a modest 4% surplus.

Mission

PROVIDE A FORUM FOR EDUCATIONAL INTERACTION FOR COLLEGE STUDENTS IN THE FIELD OF HISTORY. THE ORGANIZATION PROVIDES FINANCIAL ASSISTANCE TO STUDENTS WHO SUBMIT PAPERS, TRANSCRIPTS AND LETTERS OF RECOMMENDATION. THE ORGANIZATION ALSO PREPARES JOURNALS FOR ITS MEMBERS AND OTHERS TO ENHANCE HISTORICAL EDUCATION AND ACHIEVEMENT.

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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 $316

Program Service Revenue $253,571

Investment Income $18,603

Other Revenue $230,768

TOTAL REVENUE $503,258

Expense Breakdown

Grants Paid $19,350

Salaries & Benefits $346,170

Fundraising Expenses $0

Program Expenses $221,514

Other Expenses $116,685

TOTAL EXPENSES $482,205

Year-over-Year Comparison

	2023	2022	Change
Revenue	$503,258	$552,857	-0.1%
Expenses	$482,205	$532,351	-0.1%
Net Income	$21,053	$20,506	+0.0%

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

$86,408

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA M BOURDEAU	CHIEF OPERAT	40.00	Officer	$86,408	$0	$86,408
CLAYTON DREES	ADVISORY BOA	N/A	Director	$0	$0	$0
DEBRA MULLIGAN	PRESIDENT	N/A	Officer Director	$0	$0	$0
HOSOK O	VP	N/A	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
2025	No data	No data	No data	No data
2024	$503,258	$482,205	$1,092,865	$21,053
2023	$552,857	$532,351	$1,094,701	$20,506
2022	$419,924	$621,234	$1,056,616	$-201,310
2021	$654,788	$423,675	$1,245,078	$231,113
2020	$323,497	$611,766	$1,036,425	$-288,269
2019	$640,838	$657,161	$1,217,373	$-16,323
2018	$633,994	$661,435	$1,254,554	$-27,441

PHI ALPHA THETA HISTORY HONOR SOCIETY INC