PHI KAPPA TAU OF BERKELEY INC

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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

Principal Officer

GREG JOHNSON

Phone

9252177772

Tax Period

2023-01-01 to 2023-12-31

PHI KAPPA TAU OF BERKELEY INC is a small nonprofit that reported $359K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $320K left a modest 11% surplus.

Mission

PROVIDING PHI KAPPA TAU FACILITIES TO THE LOCAL CHAPTER FRATERNITY FOR STUDENTS ATTENDING UNIVERSITY AND TO FOSTER RELATIONSHIPS IN FUTURE YEARS FOR MEMBERS AND ALUMNI.

Program Service Accomplishments

Program 1

Expenses: $299,575 Revenue: $359,306

SUCCESSFULLY MAINTAINED ADEQUATE HOUSING FACILITY FOR VARIOUS COLLEGE STUDENTS.

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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 $0

Program Service Revenue $359,021

Investment Income $285

Other Revenue $0

TOTAL REVENUE $359,306

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $299,575

Other Expenses $319,790

TOTAL EXPENSES $319,790

Year-over-Year Comparison

	2023	2022	Change
Revenue	$359,306	$284,850	+0.3%
Expenses	$319,790	$269,880	+0.2%
Net Income	$39,516	$14,970	+1.6%

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
NICK SNYDER	Chapter Advisor	5.00	Director	$0	$0	$0
WESLEY WILLIFORD	Director	1.00	Director	$0	$0	$0
GREG JOHNSON	Treasurer	1.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$359,306	$319,790	$609,865	$39,516
2022	$284,850	$269,880	$572,479	$14,970
2021	$221,894	$220,040	$551,047	$1,854
2020	$224,798	$247,663	$552,778	$-22,865
2019	$305,627	$301,283	$579,433	$4,344
2018	$296,253	$257,078	$565,159	$39,175