PHI GAMMA DELTA FRATERNITY (EIN 350879467) - 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

1973

Legal Domicile

Principal Officer

WILLIAM MORRIS

Phone

7653629996

Tax Period

2022-09-01 to 2023-08-31

PHI GAMMA DELTA FRATERNITY, founded in 1973, is a micro nonprofit that reported $95K in total revenue in fiscal year 2022. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $113K exceeded revenue, resulting in a 19% operating deficit.

Mission

TO PROVIDE ROOM AND BOARD AND SOCIAL ACTIVITIES TO MEMBERS WHO ARE STUDENTS AT WABASH COLLEGE IN CRAWFORDSVILLE, INDIANA

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $94,750

Investment Income $0

Other Revenue $0

TOTAL REVENUE $94,750

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $111,559

Other Expenses $112,835

TOTAL EXPENSES $112,835

Year-over-Year Comparison

	2022	2021	Change
Revenue	$94,750	$75,685	+0.3%
Expenses	$112,835	$108,103	+0.0%
Net Income	$-18,085	$-32,418	-0.4%

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

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
QUINN MANFORD	PRESIDENT	5.00	Officer	$0	$0	$0
WILLIAM MORRIS	TREASURER	5.00	Officer	$0	$0	$0
NATHAN ELLENBURGER	RECORDING SECRETARY	5.00	Officer	$0	$0	$0
NATE JOVEN	CORRESPONDING SECRETARY	10.00	Officer	$0	$0	$0
CALEB EVERSON	HISTORIAN	5.00	Officer	$0	$0	$0
JAMES WALLACE	HOUSE MANAGER	5.00	Officer	$0	$0	$0
ERIC COPELAND	HOUSE MANAGER	5.00	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
2023	$94,750	$112,835	$12,175	$-18,085
2022	$75,685	$108,103	$30,260	$-32,418
2021	$37,413	$53,099	$62,677	$-15,686
2020	$189,014	$215,775	$78,363	$-26,761

PHI GAMMA DELTA FRATERNITY