PHI DELTA EPSILON MEDICAL FOUNDATION INC (EIN 311464684) - 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

1995

Legal Domicile

Principal Officer

KAREN KATZ

Phone

7863021120

Tax Period

2024-01-01 to 2024-12-31

PHI DELTA EPSILON MEDICAL FOUNDATION INC, founded in 1995, is a micro nonprofit in the Diseases & Disorders sector that reported $54K in total revenue in fiscal year 2024. Revenue fell 48% from the prior year — a significant decline worth monitoring. Expenses of $50K left a modest 7% surplus.

Mission

TO ADVANCE THE MISSION AND GOALS OF PHI DELTA EPSILON 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 (2024)

Revenue Breakdown

Contributions & Grants $5,250

Program Service Revenue $0

Investment Income $50,335

Other Revenue $-1,731

TOTAL REVENUE $53,854

Expense Breakdown

Grants Paid $29,735

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,168

Other Expenses $20,461

TOTAL EXPENSES $50,196

Year-over-Year Comparison

	2024	2023	Change
Revenue	$53,854	$103,444	-0.5%
Expenses	$50,196	$58,171	-0.1%
Net Income	$3,658	$45,273	-0.9%

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
STEVE SOLDINGER MD	DIRECTOR	5.00	Director	$0	$0	$0
BRIAN ZACHARIAH MD	DIRECTOR	5.00	Director	$0	$0	$0
KAREN BARNES MD	DIRECTOR	5.00	Director	$0	$0	$0
BARBARA ISAACS MD	TREASURER	5.00	Officer	$0	$0	$0
LOWELL KATZ MD	PRESIDENT	5.00	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	$53,854	$50,196	$876,512	$3,658
2023	$103,444	$58,171	$863,452	$45,273
2022	$50,841	$18,214	$758,861	$32,627
2021	$84,449	$59,891	$859,174	$24,558
2020	$42,097	$63,917	$842,998	$-21,820
2019	$262,640	$24,862	$806,308	$237,778
2018	$39,503	$45,181	$541,628	$-5,678

PHI DELTA EPSILON MEDICAL FOUNDATION INC