PHI GAMMA DELTA FOUNDATION (EIN 376036048) - 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

2007

Legal Domicile

Principal Officer

STEVE SCOTT

Phone

3097815153

Tax Period

2024-01-01 to 2024-12-31

PHI GAMMA DELTA FOUNDATION, founded in 2007, is a small nonprofit that reported $534K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Net assets of $1.7M represent 39 months of operating reserves.

Mission

TO PROVIDE HOUSING FOR ACTIVE STUDENT MEMBERS.

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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 $533,641

Investment Income $546

Other Revenue $0

TOTAL REVENUE $534,187

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $533,075

TOTAL EXPENSES $533,075

Year-over-Year Comparison

	2024	2023	Change
Revenue	$534,187	$472,416	+0.1%
Expenses	$533,075	$574,131	-0.1%
Net Income	$1,112	$-101,715	-1.0%

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

N/A

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
JERRY GRONIGER	DIRECTOR	0.15	Director	$0	$0	$0
CHARLIE MILLER	DIRECTOR	0.15	Director	$0	$0	$0
LOREN MEARS	DIRECTOR	0.15	Director	$0	$0	$0
THOMAS HOULE	DIRECTOR	0.15	Director	$0	$0	$0
MATT KIRBY	DIRECTOR	0.15	Director	$0	$0	$0
PATRICK C KEELEY	CHAIRMAN	1.00	Officer Director	$0	$0	$0
STEVE SCOTT	PRESIDENT	5.00	Officer Director	$0	$0	$0
SHANE ALLEN	DIRECTOR	0.15	Director	$0	$0	$0
KYLE HEWERDYNE	DIRECTOR	0.15	Director	$0	$0	$0
DAN GORENZ	DIRECTOR	0.15	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	$534,187	$533,075	$2,507,332	$1,112
2023	$472,416	$574,131	$2,538,892	$-101,715
2022	$539,751	$499,456	$2,947,881	$40,295
2021	$439,901	$496,823	$2,741,143	$-56,922
2020	$363,474	$421,554	$2,825,997	$-58,080
2019	$453,987	$526,952	$2,956,087	$-72,965
2018	$443,551	$535,550	$3,071,186	$-91,999

PHI GAMMA DELTA FOUNDATION