PHI KAPPA PSI INDIANA BETA INC

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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

1956

Legal Domicile

Principal Officer

MARVIN BROWN

Phone

8125085561

Tax Period

2023-07-01 to 2024-06-30

PHI KAPPA PSI INDIANA BETA INC, founded in 1956, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2023. Net assets of $2.6M represent 30 months of operating reserves.

Mission

PROVIDE FURNISHED HOUSING AND EDUCATIONAL ACTIVITIES TO STUDENT MEMBERS ATTENDING INDIANA UNIVERSITY

Program Service Accomplishments

Program 1

Expenses: $1,141,075

PROVIDE FURNISHED HOUSING AND EDUCATIONAL, LEADERSHIP, AND SOCIAL ACTIVITIES TO STUDENT 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,043,637

Investment Income $1

Other Revenue $0

TOTAL REVENUE $1,043,638

Expense Breakdown

Grants Paid $0

Salaries & Benefits $65,741

Fundraising Expenses $3,555

Program Expenses $1,141,075

Other Expenses $1,078,889

TOTAL EXPENSES $1,144,630

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,043,638	$1,052,604	0.0%
Expenses	$1,144,630	$1,346,705	-0.2%
Net Income	$-100,992	$-294,101	-0.7%

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

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
PAUL BATES	DIRECTOR	N/A	Director	$0	$0	$0
MARVIN BROWN	TREASURER	N/A	Director	$0	$0	$0
BRIAN CLARKE	PRESIDENT	N/A	Director	$0	$0	$0
CRAIG HIXON	DIRECTOR	N/A	Director	$0	$0	$0
ROBERT KORT	SECRETARY	N/A	Director	$0	$0	$0
EVAN MOSS	DIRECTOR	N/A	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	No data	No data	No data	No data
2024	$1,043,638	$1,144,630	$5,074,032	$-100,992
2023	$1,052,604	$1,346,705	$5,214,682	$-294,101
2022	$825,115	$744,485	$5,049,593	$80,630
2021	$571,748	$760,702	$5,323,554	$-188,954