PHI BETA PSI CHARITY TRUST FUND (EIN 237254166) - 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

1973

Legal Domicile

Principal Officer

JOY SPENCER

Phone

8122469337

Tax Period

2024-06-01 to 2025-05-31

PHI BETA PSI CHARITY TRUST FUND, founded in 1973, is a small nonprofit in the Education sector that reported $573K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $126K, a strong 22% operating margin.

Mission

PROVIDING CANCER RESEARCH GRANTS. NO INCOME IS REPORTED FROM PROGRAM SERVICES, SINCE THE PROGRAM SERVICES ARE RESEARCH -GRANTS TO DOCTORS, HOSPITALS AND UNIVERSITIES IN THE FIELD OF CANCER

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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 (2024)

Revenue Breakdown

Contributions & Grants $566,032

Program Service Revenue $0

Investment Income $6,567

Other Revenue $0

TOTAL REVENUE $572,599

Expense Breakdown

Grants Paid $446,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $446,100

Other Expenses $0

TOTAL EXPENSES $446,100

Year-over-Year Comparison

	2024	2023	Change
Revenue	$572,599	$446,101	+0.3%
Expenses	$446,100	$462,168	0.0%
Net Income	$126,499	$-16,067	-8.9%

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
JOY SPENCER	TREASURER/TRUSTEE	5.00	Director	$0	$0	$0
BARBARA SIDEBOTTOM	TRUSTEE	5.00	Director	$0	$0	$0
MARTHA SMITH	TRUSTEE	5.00	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
2025	$572,599	$446,100	$572,603	$126,499
2024	$446,101	$462,168	$446,104	$-16,067
2023	$462,167	$380,838	$462,171	$81,329
2022	$369,506	$380,342	No data	$-10,836

PHI BETA PSI CHARITY TRUST FUND