PHI KAPPA SIGMA FRATERNITY (EIN 240799192) - 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

1873

Legal Domicile

Principal Officer

ERIC FRIBERG

Phone

8142389849

Tax Period

2022-07-01 to 2023-06-30

PHI KAPPA SIGMA FRATERNITY, founded in 1873, is a small nonprofit that reported $435K in total revenue in fiscal year 2022. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $394K left a modest 9% surplus.

Mission

PROMOTION OF GOOD FELLOWSHIP AND THE CULTIVATION OF THE SOCIAL VIRTUES AMONG OUR MEMBERS

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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 (2022)

Revenue Breakdown

Contributions & Grants $423,156

Program Service Revenue $0

Investment Income $0

Other Revenue $12,341

TOTAL REVENUE $435,497

Expense Breakdown

Grants Paid $6,250

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $388,098

TOTAL EXPENSES $394,348

Year-over-Year Comparison

	2022	2021	Change
Revenue	$435,497	$308,848	+0.4%
Expenses	$394,348	$335,249	+0.2%
Net Income	$41,149	$-26,401	-2.6%

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
MARK BOCKELMAN	PRESIDENT (UNTIL 10/2022)	5.00	Officer Director	$0	$0	$0
ERIC FRIBERG	PRESIDENT (AS OF 10/2022)	5.00	Officer Director	$0	$0	$0
MICHAEL RYCHECK	VICE-PRESIDENT/SECRETARY	5.00	Officer Director	$0	$0	$0
OTTO GRUPP III	TREASURER (UNTIL 09/2022)	5.00	Officer Director	$0	$0	$0
BRYAN SAN SOUCI	TREASURER (AS OF 09/2022)	5.00	Officer 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
2024	No data	No data	No data	No data
2023	$435,497	$394,348	$441,151	$41,149
2022	$308,848	$335,249	$407,597	$-26,401
2021	$206,469	$220,770	$444,117	$-14,301
2020	$305,218	$275,867	$482,151	$29,351
2019	$393,369	$332,923	$470,278	$60,446
2018	$337,020	$303,222	$428,504	$33,798

PHI KAPPA SIGMA FRATERNITY