CHI PHI FRATERNITY INC (EIN 352121870) - 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

1961

Legal Domicile

Principal Officer

ANDREW STONE

Phone

5129151910

Tax Period

2024-07-01 to 2025-06-30

CHI PHI FRATERNITY INC, founded in 1961, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $1.0M left a modest 5% surplus.

Mission

Continue the engagement between Chi Phi Fraternity alumni members and support current members with on campus housing at 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 $204

Program Service Revenue $1,082,166

Investment Income $8,845

Other Revenue $0

TOTAL REVENUE $1,091,215

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $1,035,252

TOTAL EXPENSES $1,035,252

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,091,215	$1,007,410	+0.1%
Expenses	$1,035,252	$1,003,827	+0.0%
Net Income	$55,963	$3,583	+14.6%

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
Mark Krodel	Secretary	1.00	Officer	$0	$0	$0
Matthew Recupito	Treasurer	4.00	Officer	$0	$0	$0
Richard Gribble	Director	1.00	Director	$0	$0	$0
Reginald Hayes	Director	1.00	Director	$0	$0	$0
Robert Jones	Director	1.00	Director	$0	$0	$0
Allen Dean	Director of Technology	1.00	Director	$0	$0	$0
Joseph Goeller	Director	1.00	Director	$0	$0	$0
Kirk Johannesen	Director of Communications	2.00	Director	$0	$0	$0
Jeremiah White	Vice President	1.00	Officer	$0	$0	$0
Andrew Stone	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
2025	$1,091,215	$1,035,252	$584,461	$55,963
2024	$1,007,410	$1,003,827	$508,446	$3,583
2023	$977,806	$933,897	$492,544	$43,909

CHI PHI FRATERNITY INC