OREGON BETA OF PHI KAPPA PSI ASSOCIATION (EIN 263700834) - 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

1946

Legal Domicile

Principal Officer

JOSHUA KITTEL

Phone

5415216383

Tax Period

2024-06-01 to 2025-05-31

OREGON BETA OF PHI KAPPA PSI ASSOCIATION, founded in 1946, is a small nonprofit that reported $162K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $178K exceeded revenue, resulting in a 10% operating deficit.

Mission

PROVIDE ROOM AND BOARD TO THE MEMBERS OF OREGON BETA OF PHI KAPPA PSI FRATERNITY AT OREGON STATE UNIVERSITY.

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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 $2,900

Program Service Revenue $159,262

Investment Income $1

Other Revenue $0

TOTAL REVENUE $162,163

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $178,395

TOTAL EXPENSES $178,395

Year-over-Year Comparison

	2024	2023	Change
Revenue	$162,163	$182,509	-0.1%
Expenses	$178,395	$175,924	+0.0%
Net Income	$-16,232	$6,585	-3.5%

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
JOSHUA KITTEL	TREASURER	N/A	Officer Director	$0	$0	$0
GREG SMITH	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
CLINTON STUBBS	PRESIDENT	N/A	Officer Director	$0	$0	$0
TIM WOODS	SECRETARY	N/A	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
2025	$162,163	$178,395	$1,362,498	$-16,232
2024	$182,509	$175,924	$1,381,879	$6,585
2023	$190,756	$170,029	$1,469,290	$20,727
2022	$190,082	$152,724	$1,557,658	$37,358
2021	$179,784	$153,960	$1,644,997	$25,824
2020	$159,195	$189,219	$1,670,857	$-30,024
2019	$182,060	$158,964	$1,781,152	$23,096

OREGON BETA OF PHI KAPPA PSI ASSOCIATION