PHI DELTA THETA 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

1948

Legal Domicile

Principal Officer

STEVEN ROBINSON

Phone

3178818830

Tax Period

2023-07-01 to 2024-06-30

PHI DELTA THETA FRATERNITY, founded in 1948, is a small nonprofit that reported $733K in total revenue in fiscal year 2023. Revenue surged 71% from the prior year, signaling strong growth momentum. Expenses of $627K left a modest 14% surplus.

Mission

THE ORGANIZATION WAS ORGANIZED WITH THREE PRINCIPLE OBJECTIVES: THE CULTIVATION OF FRIENDSHIP AMONG ITS STUDENT AND ALUMNI MEMBERS, THE ACQUIREMENT INDIVIDUALLY OF A HIGH DEGREE OF MENTAL CULTURE, AND THE ATTAINMENT PERSONALLY OF A HIGH STANDARD OF MORALITY.

Program Service Accomplishments

Program 1

Expenses: $627,247 Revenue: $732,797

DURING THE REPORTING PERIOD, THE ORGANIZATION MAINTAINED A GROUP OF 67 UNDERGRADUATE MEMBERS ON THE CAMPUS OF BUTLER UNIVERSITY IN INDIANAPOLIS, INDIANA. THE ORGANIZATION'S SOLE PROGRAM IS TO PROVIDE STUDENT HOUSING FOR UNDERGRADUATE STUDENTS AT THE UNIVERSITY. IN CONJUNCTION WITH PROVIDING HOUSING, THE ORGANIZATION SPONSORS ACADEMIC PROGRAMS, PHILANTHROPIC PROGRAMS, AND SOCIAL PROGRAMS. ALL OF THE SERVICES OFFERED BY THE ORGANIZATION ARE DESIGNED TO ASSIST THE UNIVERSITY'S ADMINISTRATION IN THEIR EFFORTS TO DEVELOP THE YOUNG MINDS OF TOMORROW.

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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 $0

Program Service Revenue $722,506

Investment Income $10,291

Other Revenue $0

TOTAL REVENUE $732,797

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,241

Fundraising Expenses $0

Program Expenses $627,247

Other Expenses $611,006

TOTAL EXPENSES $627,247

Year-over-Year Comparison

	2023	2022	Change
Revenue	$732,797	$428,000	+0.7%
Expenses	$627,247	$458,172	+0.4%
Net Income	$105,550	$-30,172	-4.5%

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

N/A

Employees

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	$732,797	$627,247	$2,131,154	$105,550
2023	$428,000	$458,172	$2,137,755	$-30,172
2022	$499,796	$495,815	$2,271,648	$3,981
2021	$610,876	$514,240	$2,367,441	$96,636
2020	$576,819	$522,337	$2,358,766	$54,482
2019	$627,373	$560,119	$2,362,666	$67,254