CHI PHI FRATERNITY INC RHO CHAPTER ASSOCIATION (EIN 236437379) - 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

1941

Legal Domicile

Principal Officer

STEVEN ROMEO

Phone

9177709696

Tax Period

2023-06-01 to 2024-05-31

CHI PHI FRATERNITY INC RHO CHAPTER ASSOCIATION, founded in 1941, is a small nonprofit that reported $516K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $472K left a modest 8% surplus.

Mission

THE ORGANIZATION EXISTS TO PROVIDE EDUCATIONAL AND SOCIAL SERVICES, ALUMNI ACTIVITIES AS WELL AS DUES, AFFORDABLE ON CAMPUS HOUSING AND FULL AND PARTIAL MEAL PLAN OPTIONS FOR THE BENEFIT OF THE MEMBERS.

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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 $41,953

Program Service Revenue $435,001

Investment Income $5,225

Other Revenue $33,423

TOTAL REVENUE $515,602

Expense Breakdown

Grants Paid $4,611

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $434,369

Other Expenses $467,470

TOTAL EXPENSES $472,081

Year-over-Year Comparison

	2023	2022	Change
Revenue	$515,602	$461,991	+0.1%
Expenses	$472,081	$374,162	+0.3%
Net Income	$43,521	$87,829	-0.5%

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
ANDREW ANASTOR	SECRETARY	1.00	Officer Director	$0	$0	$0
DON APPLESTEIN	ALUMNI PARTI	1.00	Director	$0	$0	$0
JIM BENJAMIN	ALUMNI PARTI	1.00	Director	$0	$0	$0
DAVID BEZER	ALUMNI PARTI	1.00	Director	$0	$0	$0
JERRY BLAKESLEE	CHAPTER ADVI	1.00	Officer Director	$0	$0	$0
CRAIG BUERMANN	ALUMNI PARTI	1.00	Director	$0	$0	$0
BILL DAVLIN	ADVISOR	5.00	Director	$0	$0	$0
DAN DICARLO	ALUMNI PARTI	1.00	Director	$0	$0	$0
BILL DWYRE	PAST PRESIDE	1.00	Director	$0	$0	$0
ADAM HILL	ALUMNI PARTI	1.00	Director	$0	$0	$0
OSCAR JOPP	ALUMNI PARTI	1.00	Director	$0	$0	$0
SETH KATZ	ALUMNI PARTI	1.00	Director	$0	$0	$0
ANDREW KOCH	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
STEVE KONYA	PRESIDENT	5.00	Officer Director	$0	$0	$0
RICK MOORE	COMMUNICATIO	1.00	Director	$0	$0	$0
STEVEN ROMEO	TREASURER	5.00	Officer Director	$0	$0	$0
MARK SCHWARZMANN	INVESTMENTS	1.00	Director	$0	$0	$0
JACK STANBRIDGE	ALUMNI ENGAG	1.00	Director	$0	$0	$0
MICHAEL WEISBURGER	ALUMNI PARTI	1.00	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	$515,602	$472,081	$577,254	$43,521
2023	$461,991	$374,162	$527,036	$87,829
2022	$490,710	$407,163	$436,988	$83,547
2021	$164,673	$170,276	$355,538	$-5,603
2020	$371,883	$229,201	$351,872	$142,682

CHI PHI FRATERNITY INC RHO CHAPTER ASSOCIATION