PHI KAPPA TAU FOUNDATION (EIN 316024975) - 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

1945

Legal Domicile

Principal Officer

K CRAIG ROGERS

Phone

5135234193

Tax Period

2024-07-01 to 2025-06-30

PHI KAPPA TAU FOUNDATION, founded in 1945, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 42% operating margin.

Mission

TO SUPPORT THE EDUCATIONAL UNDERTAKING OF THE PHI KAPPA TAU FRATERNITY AND ITS CHAPTERS.

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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 $1,473,144

Program Service Revenue $0

Investment Income $1,120,226

Other Revenue $5,500

TOTAL REVENUE $2,598,870

Expense Breakdown

Grants Paid $631,355

Salaries & Benefits $440,266

Fundraising Expenses $349,571

Program Expenses $755,387

Other Expenses $436,814

TOTAL EXPENSES $1,508,435

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,598,870	$1,739,707	+0.5%
Expenses	$1,508,435	$1,561,844	0.0%
Net Income	$1,090,435	$177,863	+5.1%

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

$282,765

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG ADAMS	CHAIRMAN	10.00	Officer Director	$0	$0	$0
RAY COX	VICE CHAIRMAN	5.00	Officer Director	$0	$0	$0
JOHN SAYERS	SECRETARY	1.00	Officer Director	$0	$0	$0
ROB REESE	TREASURER	1.00	Officer Director	$0	$0	$0
JACK ALVENUS	TRUSTEE	1.00	Director	$0	$0	$0
JIM BACON	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL BICHIMER	TRUSTEE	1.00	Director	$0	$0	$0
TIM COLLINS	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS CORSO	TRUSTEE	1.00	Director	$0	$0	$0
JAMIE DAY	TRUSTEE	1.00	Director	$0	$0	$0
BILL FISHER	TRUSTEE	1.00	Director	$0	$0	$0
JEFFERY HILPERTS	TRUSTEE	1.00	Director	$0	$0	$0
DAVE LAPINSKI	TRUSTEE	1.00	Director	$0	$0	$0
JAMES JJ LEWIS	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN MARTINO	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD MURRAY	TRUSTEE	1.00	Director	$0	$0	$0
ALLYN SHAW	TRUSTEE	1.00	Director	$0	$0	$0
MILES SNOWDEN	TRUSTEE	1.00	Director	$0	$0	$0
MATT TER MOLEN	TRUSTEE	1.00	Director	$0	$0	$0
MIKE MCCRUM	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL LUMMUS	TRUSTEE	1.00	Director	$0	$0	$0
K CRAIG ROGERS	EXECUTIVE DIRECTOR	40.00	Officer	$173,118	$23,903	$197,021
LISA ADAMS	FINANCE COORDINATOR	20.00	Officer	$0	$11,723	$85,744

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	$2,598,870	$1,508,435	$19,048,171	$1,090,435
2024	No data	No data	No data	No data
2023	$2,809,807	$1,750,924	$16,551,671	$1,058,883
2023	$2,809,805	$1,750,924	$16,551,673	$1,058,881
2022	$1,913,729	$674,547	$15,957,307	$1,239,182
2021	$3,611,690	$1,082,222	$17,161,276	$2,529,468
2020	$2,629,184	$1,823,543	$14,540,736	$805,641
2020	$1,269,507	$1,195,384	$13,603,421	$74,123
2019	$1,943,488	$992,192	$13,784,075	$951,296
2018	$1,485,132	$955,167	$13,425,822	$529,965

PHI KAPPA TAU FOUNDATION