PHI GAMMA DELTA FRATERNITY (EIN 356067675) - 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

1958

Legal Domicile

Principal Officer

JOHN BARBEE

Phone

7655324499

Tax Period

2023-01-01 to 2023-12-31

PHI GAMMA DELTA FRATERNITY, founded in 1958, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2023. Revenue surged 1955% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.2M, a strong 86% operating margin.

Mission

COLLEGE FRATERNITY HOUSING CORPORATION

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,368,799

Program Service Revenue $132,428

Investment Income $8,106

Other Revenue $1,030,489

TOTAL REVENUE $2,539,822

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $78,826

Program Expenses $270,753

Other Expenses $290,505

TOTAL EXPENSES $362,541

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,539,822	$123,609	+19.5%
Expenses	$362,541	$282,235	+0.3%
Net Income	$2,177,281	$-158,626	-14.7%

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
JOHN BARBEE	TREASURER	2.00	Officer Director	$0	$0	$0
CHRISTOPHER BURKE	PRESIDENT	2.00	Officer Director	$0	$0	$0
JACK GORIS	VICE PRESIDE	2.00	Officer 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	No data	No data	No data	No data
2023	$2,539,822	$362,541	$6,490,863	$2,177,281
2022	$123,609	$282,235	$4,057,125	$-158,626
2021	$207,801	$219,514	$4,215,751	$-11,713
2020	$238,198	$238,613	$4,875,948	$-415
2019	$993,442	$275,537	$4,615,144	$717,905
2018	$542,679	$248,430	$4,047,239	$294,249

PHI GAMMA DELTA FRATERNITY