PHI DELTA KAPPA FRATERNITY GAMMA THETA (EIN 351066121) - 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

1920

Legal Domicile

Principal Officer

DICK HARVEY

Phone

3177452410

Tax Period

2024-01-01 to 2024-12-31

PHI DELTA KAPPA FRATERNITY GAMMA THETA, founded in 1920, is a small nonprofit that reported $201K in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $63K, a strong 31% operating margin.

Mission

SOCIAL FRATERNITY

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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 $30,873

Program Service Revenue $93,518

Investment Income $1,190

Other Revenue $75,815

TOTAL REVENUE $201,396

Expense Breakdown

Grants Paid $0

Salaries & Benefits $46,381

Fundraising Expenses $0

Other Expenses $92,065

TOTAL EXPENSES $138,446

Year-over-Year Comparison

	2024	2023	Change
Revenue	$201,396	$144,972	+0.4%
Expenses	$138,446	$139,894	0.0%
Net Income	$62,950	$5,078	+11.4%

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

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
SETH STEPHENSON	PRESIDENT	002.00	Officer	$0	$0	$0
KRAIG RICHMOND	VICE PRESIDENT	000.5	Officer	$0	$0	$0
SCOTT BULLERDICK	MC	000.5	Officer	$0	$0	$0
TOM MOLLOY	SCRIBE	002.00	Officer	$0	$0	$0
DOUG LEACH	TREASURER	004.00	Officer	$0	$0	$0
NICK BUTTS	SOA	000.5	Officer	$0	$0	$0
DEVIN REID	INNER GUARD	000.5	Officer	$0	$0	$0
GARY AMERON	OUTER GUARD	000.5	Officer	$0	$0	$0
RICHARD HARVEY	DIRECTOR	000.5	Officer	$0	$0	$0
RAY ONEAL	DIRECTOR	000.5	Officer	$0	$0	$0
ED KIRSCHNER	DIRECTOR	000.5	Officer	$0	$0	$0
STEVE PETERS	DIRECTOR	000.5	Director	$0	$0	$0
JAMES WOODRUM	DIRECTOR	000.5	Director	$0	$0	$0
MIKE ROSE	DIRECTOR	000.5	Director	$0	$0	$0
BOB EICHLER	DIRECTOR	000.5	Director	$0	$0	$0
REX LEACH	DIRECTOR	000.5	Director	$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	$201,396	$138,446	$252,891	$62,950
2023	$144,972	$139,894	$243,109	$5,078
2022	$116,829	$101,722	$266,517	$15,107
2021	$99,217	$96,082	$281,074	$3,135
2020	$132,581	$96,012	$256,162	$36,569
2018	$86,976	$82,026	$273,547	$4,950

PHI DELTA KAPPA FRATERNITY GAMMA THETA