PHI CHI MEDICAL FRATERNITY INC ALPHA BETA ALUMNI ASSOCIATION (EIN 300995649) - 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

2018

Legal Domicile

Principal Officer

CHARLES HANDORF

Phone

9014833305

Tax Period

2025-01-01 to 2025-12-31

PHI CHI MEDICAL FRATERNITY INC ALPHA BETA ALUMNI ASSOCIATION, founded in 2018, is a micro nonprofit that reported $23K in total revenue in fiscal year 2025. Revenue fell 50% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $17K, a strong 75% operating margin.

Mission

TO SUPPORT THE ACTIVITIES AND FUNCTIONS OF THE ALPHA BETA CHAPTER OF THE PHI CHI MEDICAL 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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $23,180

Other Revenue $0

TOTAL REVENUE $23,180

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $5,725

TOTAL EXPENSES $5,725

Year-over-Year Comparison

	2025	2024	Change
Revenue	$23,180	$45,975	-0.5%
Expenses	$5,725	$3,287	+0.7%
Net Income	$17,455	$42,688	-0.6%

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

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
CHARLES HANDORF	PRESIDENT	5.00	Officer Director	$0	$0	$0
RONALD KIRKLAND	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
O LEE BERKENSTOCK	SECRETARY	1.00	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
2025	$23,180	$5,725	$835,753	$17,455
2024	$45,975	$3,287	$818,298	$42,688
2023	$-84,356	$13,288	$775,610	$-97,644
2022	$74,415	$26,243	$873,254	$48,172
2021	$489	$21,132	$825,082	$-20,643
2020	$534	$23,965	$845,725	$-23,431
2019	$1,771	$11,840	$869,156	$-10,069

PHI CHI MEDICAL FRATERNITY INC ALPHA BETA ALUMNI ASSOCIATION