Phi Kappa Theta of Columbia Alumni Assoc (EIN 237337120) - 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

1996

Legal Domicile

Principal Officer

John Lane

Phone

3142443290

Tax Period

2024-07-01 to 2025-06-30

Phi Kappa Theta of Columbia Alumni Assoc, founded in 1996, is a small nonprofit that reported $346K in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. Expenses of $317K left a modest 8% surplus.

Mission

Owns, operates, and maintains the fraternity house for the benefit of Phi Kappa Theta Fraternity

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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 $0

Program Service Revenue $345,651

Investment Income $0

Other Revenue $0

TOTAL REVENUE $345,651

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,387

Fundraising Expenses $0

Other Expenses $272,846

TOTAL EXPENSES $317,233

Year-over-Year Comparison

	2024	2023	Change
Revenue	$345,651	$243,015	+0.4%
Expenses	$317,233	$272,147	+0.2%
Net Income	$28,418	$-29,132	-2.0%

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

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
Chase Morgan	Treasurer	1.00	Officer Director	$0	$0	$0
John Lane	President	1.00	Officer Director	$0	$0	$0
Jim Beckemeier	Secretary	1.00	Officer Director	$0	$0	$0
Ted Hellman	Director	12.00	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	$345,651	$317,233	$1,163,992	$28,418
2024	$243,015	$272,147	$1,156,135	$-29,132
2023	$367,894	$383,484	$1,203,152	$-15,590
2022	$435,473	$303,705	$1,234,219	$131,768
2021	$358,439	$291,472	$1,129,747	$66,967
2020	$245,774	$257,313	$1,182,582	$-11,539
2019	$149,320	$176,205	$1,290,333	$-26,885
2019	$259,004	$306,041	$1,290,333	$-47,037
2018	$179,675	$145,142	$1,436,408	$34,533

Phi Kappa Theta of Columbia Alumni Assoc