Dartmouth Association of Phi Sigma Psi (EIN 237356923) - 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

Marlene McDonald

Phone

8026982421

Tax Period

2024-10-01 to 2025-09-30

Dartmouth Association of Phi Sigma Psi, founded in 1969, is a micro nonprofit in the Education sector that reported $70K in total revenue in fiscal year 2024. The organization ran a surplus of $35K, a strong 50% operating margin.

Mission

The objects of this corporation shall be generally to encourage among its members the study of literature, science, and the arts and to promote the morals, convenience and comfort of its members and particularly to collect, control, and direct all funds raised and procured, used and to be used in and for the purchase, alteration, repair, construction, or erection of a chapter house or lodge for the use and occupancy of the members hereof and for the purpose of holding such other real estate and other property as may be necessary to accomplish these objects, and to do all other things incidental and necessary to said objects and not inconsistent with or contrary to law.

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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 $70,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $70,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $35,231

TOTAL EXPENSES $35,231

Year-over-Year Comparison

	2024	2023	Change
Revenue	$70,000	$69,238	+0.0%
Expenses	$35,231	$34,469	+0.0%
Net Income	$34,769	$34,769	N/A

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

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
Marlene McDonald	treasurer	1	Director	$0	$0	$0
Dan Olsen	President	0.5	Director	$0	$0	$0
Jesse Beach	Secretary	0.1	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	$70,000	$35,231	$299,570	$34,769
2024	$69,730	$49,924	$245,350	$19,806

Dartmouth Association of Phi Sigma Psi