PHI SIGMA PI NATIONAL HONOR FRATERNITY INC (EIN 236393069) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1916

Legal Domicile

Principal Officer

SUZANNE SCHAFFER

Phone

7172994710

Tax Period

2023-07-01 to 2024-06-30

PHI SIGMA PI NATIONAL HONOR FRATERNITY INC, founded in 1916, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2023. Expenses of $1.5M left a modest 6% surplus.

Mission

TO BRING TOGETHER SOME OF THE BRIGHTEST AND MOST MOTIVATED STUDENTS ON CAMPUS AND WORK TOGETHER IN A SPIRIT OF EXCELLENCE

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $51,788

Program Service Revenue $1,472,598

Investment Income $14,610

Other Revenue $15,119

TOTAL REVENUE $1,554,115

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $690,437

Fundraising Expenses $14,382

Program Expenses $1,325,158

Other Expenses $763,561

TOTAL EXPENSES $1,455,998

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,554,115	$1,574,049	0.0%
Expenses	$1,455,998	$1,699,080	-0.1%
Net Income	$98,117	$-125,031	-1.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

250

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

$175,465

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN CHRISTIANSEN	NATIONAL PRESIDENT	7.00	Officer Director	$0	$0	$0
ELIZABETH COSTANTINO	SENIOR VICE PRESIDENT	7.00	Officer Director	$0	$0	$0
KATHRYN MCCONNELL	NATIONAL SECRETARY	7.00	Officer Director	$0	$0	$0
REBECCA CHAMBERLAIN	VP FINANCE	7.00	Officer Director	$0	$0	$0
WYATT DAVIES	VP DEVELOPMENT	7.00	Officer Director	$0	$0	$0
ALESIA RICHARDSON	VP DEVELOPMENT	7.00	Officer Director	$0	$0	$0
STEPHEN CRISTIANO	VP DEVELOPMENT	7.00	Officer Director	$0	$0	$0
SUZANNE SCHAFFER	EXECUTIVE DIRECTOR	45.00	Officer	$160,840	$14,625	$175,465

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	$1,554,115	$1,455,998	$3,315,686	$98,117
2023	$1,574,049	$1,699,080	$3,196,074	$-125,031
2023	$1,198,444	$1,542,931	$3,070,536	$-344,487
2022	$1,390,056	$1,300,272	$3,009,589	$89,784
2021	$1,733,075	$1,144,838	$2,938,187	$588,237
2020	$1,597,281	$1,750,260	$2,369,444	$-152,979
2019	$1,666,642	$1,809,849	$2,442,017	$-143,207
2018	$1,867,885	$1,544,250	$2,617,648	$323,635

PHI SIGMA PI NATIONAL HONOR FRATERNITY INC