PHI GAMMA DELTA FRATERNITY SIGMA MU CHAPTER (EIN 237161406) - 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

1969

Legal Domicile

Principal Officer

HUNTER LAWSON

Phone

6623239071

Tax Period

2023-08-01 to 2024-07-31

PHI GAMMA DELTA FRATERNITY SIGMA MU CHAPTER, founded in 1969, is a small nonprofit that reported $779K in total revenue in fiscal year 2023.

Mission

THE ORGANIZATION EXISTS TO PROVIDE ITS MEMBERS WITH OPPORTUNITIES TO DEVELOP RESPONSIBILITY, LEADERSHIP, SCHOLARSHIP, AND SOCIAL SKILLS IN ORDER TO BECOME FULLY CONSTRIBUTING MEMBERS OF SOCIETY AND TO PROMOTE LIFELONG FRIENDSHIPS, TO REAFFIRM HIGH ETHICAL STANDARDS AND VALUES, AND FOSTER PERSONAL DEVELOPMENT IN THE PURSUIT OF EXCELLENCE.

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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 $778,739

Investment Income $0

Other Revenue $0

TOTAL REVENUE $778,739

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $774,168

TOTAL EXPENSES $774,168

Year-over-Year Comparison

	2023	2022	Change
Revenue	$778,739	$781,378	0.0%
Expenses	$774,168	$774,764	0.0%
Net Income	$4,571	$6,614	-0.3%

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

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
JAMES CHAUFFE	RECORDING SE	N/A	Officer	$0	$0	$0
JOSHUA DEAN	CORRESP. SEC	N/A	Officer	$0	$0	$0
BENJAMIN ELLIS	HISTORIAN	N/A	Officer	$0	$0	$0
ARYAN KUMAR	TREASURER	N/A	Officer	$0	$0	$0
HUNTER LAWSON	PRESIDENT	N/A	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
2024	$778,739	$774,168	$17,841	$4,571
2023	$781,378	$774,764	$13,270	$6,614
2022	$727,833	$733,192	$6,656	$-5,359
2021	$400,480	$449,912	$12,015	$-49,432
2020	$717,915	$663,282	$61,447	$54,633
2019	$719,731	$718,284	$6,814	$1,447
2018	$574,248	$580,939	$5,367	$-6,691

PHI GAMMA DELTA FRATERNITY SIGMA MU CHAPTER