PHI KAPPA SIGMA EDUCATIONAL FUND INC (EIN 236235335) - 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

1953

Legal Domicile

Principal Officer

JEFFREY LONG

Phone

6109372204

Tax Period

2024-01-01 to 2024-12-31

PHI KAPPA SIGMA EDUCATIONAL FUND INC, founded in 1953, is a small nonprofit that reported $426K in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $403K left a modest 5% surplus.

Mission

TO PROVIDE FINANCIAL ASSISTANCE AND TRAINING FOR EDUCATION TO ELIGIBLE FRATERNITY MEMEBERS

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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 $100,814

Program Service Revenue $0

Investment Income $311,544

Other Revenue $13,819

TOTAL REVENUE $426,177

Expense Breakdown

Grants Paid $127,507

Salaries & Benefits $140,598

Fundraising Expenses $142,129

Program Expenses $127,507

Other Expenses $135,213

TOTAL EXPENSES $403,318

Year-over-Year Comparison

	2024	2023	Change
Revenue	$426,177	$316,275	+0.3%
Expenses	$403,318	$515,833	-0.2%
Net Income	$22,859	$-199,558	-1.1%

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

$126,979

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER NICHOLS	PRESIDENT	10.00	Director	$0	$0	$0
LONNY BOEKE	VICE PRESIDE	10.00	Director	$0	$0	$0
JEFFREY LONG	TREASURER	10.00	Director	$0	$0	$0
CT BENIS	SECRETARY	10.00	Director	$0	$0	$0
DENNIS SHEA	DIRECTOR OF	40.00	Director	$126,979	$0	$126,979

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	$426,177	$403,318	$4,819,144	$22,859
2023	$316,275	$515,833	$4,563,530	$-199,558
2022	$361,518	$509,782	$4,460,494	$-148,264
2021	$295,505	$137,854	$5,305,557	$157,651
2021	$1,103,267	$345,849	$5,144,241	$757,418
2021	$313,202	$137,854	$5,305,558	$175,348
2020	$311,180	$461,989	$4,531,324	$-150,809
2019	$225,389	$391,230	$4,627,132	$-165,841
2018	$566,801	$327,060	$4,823,223	$239,741

PHI KAPPA SIGMA EDUCATIONAL FUND INC