PHI EPSILON PHI CORP (EIN 237219777) - 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

1923

Legal Domicile

Phone

5186743411

Tax Period

2018-07-01 to 2019-06-30

PHI EPSILON PHI CORP, founded in 1923, is a micro nonprofit that reported $33K in total revenue in fiscal year 2018. Revenue fell 43% from the prior year — a significant decline worth monitoring.

Mission

1. To maintain and conduct a society to cultivate fraternal relations among the alumni and active members of the Delta Psi Chapter, Sigma Chi Fraternity, located at Rensselaer Polytechnic Institute;2. To advise and cooperate with the active chapter in all matters pertaining to the welfare of the chapter;3. To act as the House Corporation for the Delta Psi Chapter and, as such, to buy, own, hold, manage, maintain, improve, lease, sell, or convey such real property to members of the Delta Psi Chapter.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $32,623

Investment Income $5

Other Revenue $50

TOTAL REVENUE $32,678

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,381

Fundraising Expenses $0

Program Expenses $20,405

Other Expenses $17,493

TOTAL EXPENSES $35,874

Year-over-Year Comparison

	2018	2017	Change
Revenue	$32,678	$57,417	-0.4%
Expenses	$35,874	$34,276	+0.0%
Net Income	$-3,196	$23,141	-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

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
TONY MORELLI	BOARD MEMBER	3.00	Director	$0	$0	$0
THOMAS KOULETSIS	BOARD MEMBER	3.00	Director	$0	$0	$0
JAMES ROSSETTI	Board Member	1.00	Director	$0	$0	$0
JAMES CAMPBELL III	Board Member	1.00	Director	$0	$0	$0
DANIEL ZUBER	Secretary	1.00	Director	$0	$0	$0
JOHN L PFAFF III	President	3.00	Officer	$0	$0	$0
MICHAEL GREENBERG	Treasurer	3.00	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
2019	$32,678	$35,874	$64,758	$-3,196

PHI EPSILON PHI CORP