ZETA CHAPTER OF PHI GAMMA DELTA (EIN 350868591) - 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

1871

Legal Domicile

Phone

3173834000

Tax Period

2024-07-01 to 2025-06-30

ZETA CHAPTER OF PHI GAMMA DELTA, founded in 1871, is a small nonprofit that reported $996K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

PROVIDED EDUCATIONAL, LEADERSHIP, AND SOCIAL ACTIVITES TO ACTIVE CHAPTER MEMBERS ATTENDING INDIANA 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $996,496

Investment Income $0

Other Revenue $0

TOTAL REVENUE $996,496

Expense Breakdown

Grants Paid $0

Salaries & Benefits $264,502

Fundraising Expenses $0

Program Expenses $0

Other Expenses $705,371

TOTAL EXPENSES $969,873

Year-over-Year Comparison

	2024	2023	Change
Revenue	$996,496	$866,124	+0.2%
Expenses	$969,873	$892,813	+0.1%
Net Income	$26,623	$-26,689	-2.0%

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

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

$1,847

Total Directors

$1,847

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW SODERSTROM	CORRESPONDING SECRETARY	1.0	Officer Director	$1,166	$0	$1,166
BRANDON STRCICH	RECORDING SECRETARY	1.0	Officer Director	$540	$0	$540
ELI ANDERSON	PRESIDENT	1.0	Officer Director	$0	$0	$0
GEORGE DICKMAN	TREASURER	1.0	Officer Director	$141	$0	$141
PATRICK GOTHARD	HISTORIAN	1.0	Director	$0	$0	$0
PATRICK MURPHY	House Corp Treasurer	1.0	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	$996,496	$969,873	$101,555	$26,623
2024	$866,124	$892,813	$77,765	$-26,689
2023	$835,958	$827,291	$22,000	$8,667
2022	$693,432	$771,564	$13,413	$-78,132
2021	$740,303	$734,340	$194,229	$5,963
2020	$778,236	$807,726	$300,945	$-29,490
2019	$727,390	$863,291	$314,791	$-135,901

ZETA CHAPTER OF PHI GAMMA DELTA