PHI CHAPTER OF THETA TAU FRATERNITY (EIN 350869332) - 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

1928

Legal Domicile

Principal Officer

TERRENCE PATRICK O'CONNOR II

Phone

8129876759

Tax Period

2023-10-01 to 2024-09-30

PHI CHAPTER OF THETA TAU FRATERNITY, founded in 1928, is a small nonprofit that reported $112K in total revenue in fiscal year 2023. The organization ran a surplus of $22K, a strong 20% operating margin.

Mission

COLLEGE FRATERNITY HOUSING CORPORATION.

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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 $112,125

Investment Income $0

Other Revenue $0

TOTAL REVENUE $112,125

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $89,661

TOTAL EXPENSES $89,661

Year-over-Year Comparison

	2023	2022	Change
Revenue	$112,125	$106,060	+0.1%
Expenses	$89,661	$79,006	+0.1%
Net Income	$22,464	$27,054	-0.2%

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
REED DENINGER	DIRECTOR	1.00	Director	$0	$0	$0
TERRENCE PATRICK O'CONNOR II	TREASURER	2.00	Officer Director	$0	$0	$0
NICK JARAS	SCHOLARSHIP	1.00	Director	$0	$0	$0
DANIEL KILGORE	DIRECTOR	1.00	Director	$0	$0	$0
PARKER KRADAS	HISTORIAN	1.00	Director	$0	$0	$0
SPENCER LOSING	DIRECTOR	1.00	Director	$0	$0	$0
ALEX MATUS	SCRIBE	1.00	Director	$0	$0	$0
TYLER SMITH	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN ANGELO	PAST TREASUR	1.00	Officer	$0	$0	$0
MATTHEW MCGUIRE	PRESIDENT	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
2024	$112,125	$89,661	$796,539	$22,464
2023	$106,060	$79,006	$846,212	$27,054
2022	$77,010	$83,099	$879,519	$-6,089
2021	$78,937	$85,192	$937,361	$-6,255
2020	$6,752	$67,180	$1,004,950	$-60,428
2019	$88,137	$117,265	$1,187,386	$-29,128
2018	$87,682	$117,694	$1,228,377	$-30,012

PHI CHAPTER OF THETA TAU FRATERNITY