PHI CHAPTER HOUSE ASSOC (EIN 376035792) - 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

1903

Legal Domicile

Phone

2174140860

Tax Period

2024-07-01 to 2025-06-30

PHI CHAPTER HOUSE ASSOC, founded in 1903, is a small nonprofit that reported $108K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $159K exceeded revenue, resulting in a 47% operating deficit.

Mission

Provide housing for local chapter of national organization.

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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 $108,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $108,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $159,232

Other Expenses $159,232

TOTAL EXPENSES $159,232

Year-over-Year Comparison

	2024	2023	Change
Revenue	$108,000	$95,000	+0.1%
Expenses	$159,232	$158,138	+0.0%
Net Income	$-51,232	$-63,138	-0.2%

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

N/A

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
Brandon Lott	Director	0.50	Director	$0	$0	$0
Jay Schultz	Director	0.50	Director	$0	$0	$0
Gerry Smith	Director	0.50	Director	$0	$0	$0
John Velde	President	0.50	Officer	$0	$0	$0
Scott Reeser	Treasurer	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	$108,000	$159,232	$266,195	$-51,232
2024	$95,000	$158,138	$306,459	$-63,138
2023	$135,000	$136,469	$391,162	$-1,469
2022	$108,000	$169,016	$393,918	$-61,016
2021	$108,000	$134,559	$436,196	$-26,559
2018	$130,000	$159,354	$574,274	$-29,354

PHI CHAPTER HOUSE ASSOC