PHI KAPPA THETA NATIONAL FOUNDATION (EIN 237209653) - 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

1954

Legal Domicile

Principal Officer

ADAM WILBUR

Phone

5082020495

Tax Period

2023-01-01 to 2023-12-31

PHI KAPPA THETA NATIONAL FOUNDATION, founded in 1954, is a small nonprofit in the Education sector that reported $262K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Net assets of $1.9M represent 85 months of operating reserves.

Mission

The Phi Kappa Theta National Foundation raises money and manages financial resources to support the academic and educational development of Phi Kappa Theta Fraternitys brothers chapters and colonies.

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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 $205,121

Program Service Revenue $6,684

Investment Income $50,406

Other Revenue $0

TOTAL REVENUE $262,211

Expense Breakdown

Grants Paid $100,403

Salaries & Benefits $0

Fundraising Expenses $99,447

Program Expenses $125,814

Other Expenses $159,749

TOTAL EXPENSES $260,152

Year-over-Year Comparison

	2023	2022	Change
Revenue	$262,211	$280,301	-0.1%
Expenses	$260,152	$309,518	-0.2%
Net Income	$2,059	$-29,217	-1.1%

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
KENNETH HEYS	CHAIRMAN	2.00	Officer Director	$0	$0	$0
ROBERT STALDER	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
WALTER KRONZER III	TREASURER	2.00	Officer Director	$0	$0	$0
HENRY SWAGER	SECRETARY	2.00	Officer Director	$0	$0	$0
DANIEL AHERN	TRUSTEE - PARTIAL YEAR	0.50	Director	$0	$0	$0
ROBERT BASSO	TRUSTEE	0.50	Director	$0	$0	$0
CODY BARBO	TRUSTEE	0.50	Director	$0	$0	$0
C MICHAEL CALLAIS	TRUSTEE	0.50	Director	$0	$0	$0
DUSTIN COCCIA	TRUSTEE	0.50	Director	$0	$0	$0
EDWARD FULFORD	TRUSTEE	0.50	Director	$0	$0	$0
MANUEL GONZALEZ	TRUSTEE - PARTIAL YEAR	0.50	Director	$0	$0	$0
STEPHEN HOLLANDER	TRUSTEE	0.50	Director	$0	$0	$0
DENNIS GULLO JR	TRUSTEE - PARTIAL YEAR	0.50	Director	$0	$0	$0
JOHN KELLY	TRUSTEE	0.50	Director	$0	$0	$0
KEVIN LAMPE	TRUSTEE	0.50	Director	$0	$0	$0
MICHAEL MCCLELLAN	TRUSTEE	0.50	Director	$0	$0	$0
EUGENE NEY	TRUSTEE	0.50	Director	$0	$0	$0
GREGORY STOLP	TRUSTEE	0.50	Director	$0	$0	$0
WILLIAM TYSON	TRUSTEE	0.50	Director	$0	$0	$0
ANTHONY CATANZARO	TRUSTEE - PARTIAL YEAR	0.50	Director	$0	$0	$0
HENRY LAFONT	TRUSTEE - PARTIAL YEAR	0.50	Director	$0	$0	$0
NICHOLAS PELLETIER	TRUSTEE - PARTIAL YEAR	0.50	Director	$0	$0	$0
LUTHER LUERA	TRUSTEE - PARTIAL YEAR	0.50	Director	$0	$0	$0
THOMAS JASPER	TRUSTEE - PARTIAL YEAR	0.50	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
2023	$262,211	$260,152	$1,856,752	$2,059
2022	$280,301	$309,518	$1,669,342	$-29,217
2021	$279,293	$220,969	$2,065,931	$58,324
2020	$334,624	$262,539	$1,860,405	$72,085
2019	$487,881	$430,572	$1,734,111	$57,309
2018	$730,567	$501,885	$1,456,647	$228,682

PHI KAPPA THETA NATIONAL FOUNDATION