PHI KAPPA PSI FRATERNITY PENN THETA CHAPTER (EIN 240689400) - 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

1905

Legal Domicile

Principal Officer

JACKSON TABORS

Phone

6175830397

Tax Period

2024-01-01 to 2024-12-31

PHI KAPPA PSI FRATERNITY PENN THETA CHAPTER, founded in 1905, is a small nonprofit that reported $433K in total revenue in fiscal year 2024. The organization ran a surplus of $69K, a strong 16% operating margin.

Mission

TO PROVIDE AN ENVIRONMENT FOR MEN OF LIKE CONSTITUTION TO CONGEGRATE AND ENGAGE IN ACTIVITIES FOR PERSONAL BETTERMENT

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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 $433,450

Investment Income $0

Other Revenue $0

TOTAL REVENUE $433,450

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $364,543

TOTAL EXPENSES $364,543

Year-over-Year Comparison

	2024	2023	Change
Revenue	$433,450	$453,672	0.0%
Expenses	$364,543	$491,857	-0.3%
Net Income	$68,907	$-38,185	-2.8%

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
ROBERT MCCLOSKEY	PRESIDENT	010.00	Officer	$0	$0	$0
JACKSON TABORS	TREASURER	005.00	Officer	$0	$0	$0
TOMMY WEBER	VICE PRESIDENT	010.00	Officer	$0	$0	$0
JACK DARNOWSKI	RECORDING SECRETARY	010.00	Officer	$0	$0	$0
AIDAN ROSE	CORRESPONDING SECRETARY	010.00	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
2024	$433,450	$364,543	$69,813	$68,907
2023	$453,672	$491,857	$906	$-38,185
2022	$491,807	$489,982	$39,091	$1,825
2021	$546,479	$524,739	$37,266	$21,740
2020	$199,357	$266,745	$15,526	$-67,388
2019	$603,135	$529,858	$82,914	$73,277
2018	$492,768	$533,544	$9,637	$-40,776

PHI KAPPA PSI FRATERNITY PENN THETA CHAPTER