CHI PHI FRATERNITY INC (EIN 237201689) - 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

Jeremy Donati

Phone

7075085180

Tax Period

2021-01-01 to 2021-12-31

CHI PHI FRATERNITY INC, founded in 1969, is a micro nonprofit that reported $78K in total revenue in fiscal year 2021. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $86K exceeded revenue, resulting in a 11% operating deficit.

Mission

Alumni relations and manage fraternity house at University of California, Davis. Enable association to repay mortgage, make necessary repairs and improvements, pay required operating costs, and keep alumni connected through events. The association also sponsors social events for alumni 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 (2021)

Revenue Breakdown

Contributions & Grants $13,413

Program Service Revenue $64,340

Investment Income $36

Other Revenue $0

TOTAL REVENUE $77,789

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $57,554

Other Expenses $86,177

TOTAL EXPENSES $86,177

Year-over-Year Comparison

	2021	2020	Change
Revenue	$77,789	$58,554	+0.3%
Expenses	$86,177	$227,549	-0.6%
Net Income	$-8,388	$-168,995	-1.0%

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
Ryan Boynton	Director	1	Director	$0	$0	$0
Jeremy Donati	President & Treasurer	2	Officer	$0	$0	$0
Christopher Browne	Advisor to President/Treasurer	1	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
2021	$77,789	$86,177	$453,631	$-8,388
2020	$58,554	$227,549	$471,215	$-168,995
2019	$61,541	$45,191	$255,497	$16,350

CHI PHI FRATERNITY INC