ZETA CHAPTER OF PHI GAMMA DELTA INC (EIN 356046095) - 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

1940

Legal Domicile

Phone

3173834000

Tax Period

2024-07-01 to 2025-06-30

ZETA CHAPTER OF PHI GAMMA DELTA INC, founded in 1940, is a small nonprofit that reported $765K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $254K, a strong 33% operating margin.

Mission

PROVIDE FURNISHED HOUSING TO ACTIVE CHAPTER MEMBERS ATTENDING 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 $0

Program Service Revenue $694,713

Investment Income $69,817

Other Revenue $0

TOTAL REVENUE $764,530

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $511,006

TOTAL EXPENSES $511,006

Year-over-Year Comparison

	2024	2023	Change
Revenue	$764,530	$706,764	+0.1%
Expenses	$511,006	$447,172	+0.1%
Net Income	$253,524	$259,592	0.0%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM GEMMER	SECRETARY	1.0	Officer Director	$0	$0	$0
JOHN RYAN	PRESIDENT	1.0	Officer Director	$0	$0	$0
Patrick Murphy	Treasurer	1.0	Officer Director	$0	$0	$0
BRETT MERRITT	DIRECTOR	1.0	Director	$0	$0	$0
CORY LEWIS	DIRECTOR	1.0	Director	$0	$0	$0
Dillon Mobasser	DIRECTOR	1.0	Director	$0	$0	$0
GREG MOHEBAN	DIRECTOR	1.0	Director	$0	$0	$0
JAMES R TROUTMAN	DIRECTOR	1.0	Director	$0	$0	$0
Joe Froehle	Director	1.0	Director	$0	$0	$0
KEN SECHRIST	DIRECTOR	1.0	Director	$0	$0	$0
MAC SCHILLING	DIRECTOR	1.0	Director	$0	$0	$0
RON PATEL	DIRECTOR	1.0	Director	$0	$0	$0
TODD RICHARDSON	DIRECTOR	1.0	Director	$0	$0	$0
WILLIAM R MILLER	DIRECTOR	1.0	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
2025	$764,530	$511,006	$16,040,010	$253,524
2024	No data	No data	No data	No data
2023	$800,617	$488,658	$15,665,510	$311,959
2022	$667,116	$419,631	$15,414,833	$247,485
2021	$768,912	$435,422	$15,187,966	$333,490
2020	$924,216	$385,548	$15,057,048	$538,668
2019	$1,648,063	$481,702	$14,437,885	$1,166,361

ZETA CHAPTER OF PHI GAMMA DELTA INC