INDIANA GAMMA CHAPTER OF PHI DELTA… - Form 990 Financial Data

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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

1948

Legal Domicile

Principal Officer

JACK WERNER

Phone

3172010851

Tax Period

2023-07-01 to 2024-06-30

INDIANA GAMMA CHAPTER OF PHI DELTA THETA FRATERNITY SCHOLARSHIP FUND INC, founded in 1948, is a micro nonprofit in the Education sector that reported $4K in total revenue in fiscal year 2023. Revenue fell 65% from the prior year — a significant decline worth monitoring. Expenses of $13K exceeded revenue, resulting in a 197% operating deficit.

Mission

TO PROVIDE SCHOLARSHIPS, EDUCATIONAL GRANTS, CHAPTER CONSULTANT PROGRAMS, THE LEADERSHIP COLLEGE, AND EDUCATIONAL MATERIALS TO STUDENTS OF BUTLER UNIVERSITY.

Program Service Accomplishments

Program 1

Expenses: $2,000

THE PHI DELTA THETA FOUNDATION EXISTS TO STRENGTHEN MEN FOR LIFE BY BUILDING ON THE TRADITION OF ITS CORE VALUES: FRIENDSHIP, SOUND LEARNING AND RECTITUDE. THE FOUNDATION SUPPORTS SCHOLARSHIPS...

THE PHI DELTA THETA FOUNDATION EXISTS TO STRENGTHEN MEN FOR LIFE BY BUILDING ON THE TRADITION OF ITS CORE VALUES: FRIENDSHIP, SOUND LEARNING AND RECTITUDE. THE FOUNDATION SUPPORTS SCHOLARSHIPS, EDUCATIONAL GRANTS, CHAPTER CONSULTANT PROGRAMS, THE LEADERSHIP COLLEGE, AND EDUCATIONAL MATERIALS. GRANTS TOTALING $2,000 WERE ISSUED DURING THE 2023 TAX PERIOD.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,105

Program Service Revenue $0

Investment Income $1,180

Other Revenue $0

TOTAL REVENUE $4,285

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $0

Fundraising Expenses $9,148

Program Expenses $2,000

Other Expenses $1,580

TOTAL EXPENSES $12,728

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,285	$12,307	-0.7%
Expenses	$12,728	$17,215	-0.3%
Net Income	$-8,443	$-4,908	+0.7%

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

N/A

Independent Members

N/A

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
JACK WERNER	PRESIDENT	5.00	Officer	$0	$0	$0
CHASE SMITH	SECRETARY	5.00	Officer	$0	$0	$0
STEVEN ROBINSON	TREASURER	2.00	Officer	$0	$0	$0
MICHAEL GORIN	DIRECTOR	2.00	Officer	$0	$0	$0
JAMES PHILLIPPE	DIRECTOR	2.00	Officer	$0	$0	$0
STAN CUPPY	DIRECTOR	2.00	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
2025	No data	No data	No data	No data
2024	$4,285	$12,728	$451,986	$-8,443
2023	$12,307	$17,215	$460,429	$-4,908
2022	$10,833	$9,091	$465,337	$1,742
2021	$8,040	$13,516	$463,595	$-5,476
2020	$5,426	$13,681	$469,071	$-8,255
2019	$17,367	$18,930	$477,326	$-1,563

INDIANA GAMMA CHAPTER OF PHI DELTA THETA FRATERNITY SCHOLARSHIP FUND INC