PENNSYLVANIA THETA ALUMNI ASSOC OF PHI KAPPA PSI (EIN 236434817) - 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

1904

Legal Domicile

Principal Officer

JEFFREY LETOSKI

Phone

5702391305

Tax Period

2024-06-01 to 2025-05-31

PENNSYLVANIA THETA ALUMNI ASSOC OF PHI KAPPA PSI, founded in 1904, is a small nonprofit that reported $291K in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $100K, a strong 34% operating margin.

Mission

TO PROVIDE LEADERSHIP TO UNDERGRADUATE MEMBERS OF THE PHI KAPPA PSI FRATERNITY ENGAGE IN FUND RAISING TO ASSIST WITH THE COST OF OPERATING AND MAINTAINING THE CHAPTER HOUSE, TO PROVIDE MENTORING AND NETWORKING OPPORTUNITIES TO THE UNDERGRADUATES, AND TO PROVIDE ACADEMIC SCHOLARSHIPS TO QUALIFIED UNDERGRADUATES.

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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 $0

Program Service Revenue $290,955

Investment Income $0

Other Revenue $0

TOTAL REVENUE $290,955

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $191,393

TOTAL EXPENSES $191,393

Year-over-Year Comparison

	2024	2023	Change
Revenue	$290,955	$210,124	+0.4%
Expenses	$191,393	$181,239	+0.1%
Net Income	$99,562	$28,885	+2.4%

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

N/A

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
THOMAS HEARD	V.P. HOUSING	002.00	Officer	$0	$0	$0
BILL FAUST	PRESIDENT	010.00	Officer	$0	$0	$0
JEFFREY LETOSKI	TREASURER	009.00	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	$290,955	$191,393	$1,228,560	$99,562
2024	$210,124	$181,239	$1,134,507	$28,885
2023	$315,336	$137,540	$1,134,019	$177,796
2022	$273,660	$180,380	$1,042,627	$93,280
2021	$124,746	$137,960	$1,048,429	$-13,214
2020	$260,600	$127,277	$1,133,333	$133,323
2019	$217,657	$115,040	$1,083,188	$102,617
2018	$238,972	$209,790	$1,081,820	$29,182

PENNSYLVANIA THETA ALUMNI ASSOC OF PHI KAPPA PSI