PHI KAPPA THETA FRATERNITY INC INDIANA ZETA ALUMNI (EIN 351095809) - 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

Legal Domicile

Principal Officer

Thomas J OBrien

Phone

7733809351

Tax Period

2024-01-01 to 2024-12-31

PHI KAPPA THETA FRATERNITY INC INDIANA ZETA ALUMNI is a small nonprofit that reported $101K in total revenue in fiscal year 2024. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $98K, a strong 97% operating margin.

Mission

This organization provides support services to college students at Purdue University in West Lafayette IN

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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 $202

Program Service Revenue $0

Investment Income $100,360

Other Revenue $0

TOTAL REVENUE $100,562

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,966

TOTAL EXPENSES $2,966

Year-over-Year Comparison

	2024	2023	Change
Revenue	$100,562	$140,737	-0.3%
Expenses	$2,966	$2,640	+0.1%
Net Income	$97,596	$138,097	-0.3%

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

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	Role	Reportable Comp	Other Comp	Total
SETH MCANESPIE	Board Member	Officer	$0	$0	$0
SAM BROOKS	Secretary	Officer	$0	$0	$0
MIKE DICKOW	President	Officer	$0	$0	$0
THOMAS O'BRIEN	Treasurer	Officer	$0	$0	$0
PHILLIP PAOLELLI	Director	Officer	$0	$0	$0
NOAH WILSON	Board Member	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	$100,562	$2,966	$1,459,441	$97,596
2023	$140,737	$2,640	$1,361,946	$138,097
2022	$200	$20,740	$1,223,848	$-20,540
2021	$108,963	$6,716	$1,434,359	$102,247
2020	$159,399	$7,847	$1,332,113	$151,552

PHI KAPPA THETA FRATERNITY INC INDIANA ZETA ALUMNI