PHI GAMMA DELTA FRATERNITY

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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

1884

Legal Domicile

Principal Officer

GEORGE BUCKLEY

Phone

3125431039

Tax Period

2018-09-01 to 2019-08-31

PHI GAMMA DELTA FRATERNITY, founded in 1884, is a small nonprofit that reported $144K in total revenue in fiscal year 2018. Revenue fell 47% from the prior year — a significant decline worth monitoring.

Mission

PHI GAMMA DELTA EXISTS TO PROMOTE LIFELONG FRIENDSHIPS, TO REAFFIRM HIGH ETHICAL STANDARDS AND VALUES, AND TO FOSTER PERSONAL DEVELOPMENT IN THE PURSUIT OF EXCELLENCE.

Program Service Accomplishments

Program 1

Expenses: $142,044

TO PROVIDE A PLACE TO LIVE AND INCREASE SOCIAL ACTIVITIES OF STUDENTS AT WITTENBERG 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 (2018)

Revenue Breakdown

Contributions & Grants $143,634

Program Service Revenue $0

Investment Income $55

Other Revenue $0

TOTAL REVENUE $143,689

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $142,044

Other Expenses $142,044

TOTAL EXPENSES $142,044

Year-over-Year Comparison

	2018	2017	Change
Revenue	$143,689	$270,443	-0.5%
Expenses	$142,044	$251,308	-0.4%
Net Income	$1,645	$19,135	-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

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
MIKE CARLUCCIO THROUGH NOV	PRESIDENT	2.00	Officer	$0	$0	$0
CARTER HARRIS THROUGH NOV	TREASURER	2.00	Officer	$0	$0	$0
LUKE MINARD THROUGH NOV	RECORDING SECRETARY	2.00	Officer	$0	$0	$0
ISAIAH LAJOIE THROUGH NOV	CORRESPONDING SECRETARY	2.00	Officer	$0	$0	$0
JAKE LIPPI THROUGH NOV	HISTORIAN	2.00	Officer	$0	$0	$0
GEORGE BUCKLEY	ALUMNI SECRETARY	2.00	Officer	$0	$0	$0
DAVID MILES	ALUMNI TREASURER	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
2019	$143,689	$142,044	$62,724	$1,645