PHI KAPPA TAU GAMMA ALPHA CHAPTER (EIN 381555957) - 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

1957

Legal Domicile

Principal Officer

PAUL BROWN

Phone

9064825744

Tax Period

2023-07-01 to 2024-06-30

PHI KAPPA TAU GAMMA ALPHA CHAPTER, founded in 1957, is a small nonprofit that reported $561K in total revenue in fiscal year 2023. Revenue surged 268% from the prior year, signaling strong growth momentum. The organization ran a surplus of $326K, a strong 58% operating margin.

Mission

THE FRATERNITY PROMOTES FRIENDSHIP AND WELFARE AMONG ITS MEMBERS BY PROVIDING A PLACE TO LIVE AND BY ORGANIZING VARIOUS SOCIAL EVENTS.

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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 $1,646

Program Service Revenue $153,754

Investment Income $405,485

Other Revenue $0

TOTAL REVENUE $560,885

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,304

Fundraising Expenses $0

Other Expenses $219,185

TOTAL EXPENSES $234,489

Year-over-Year Comparison

	2023	2022	Change
Revenue	$560,885	$152,607	+2.7%
Expenses	$234,489	$183,551	+0.3%
Net Income	$326,396	$-30,944	-11.5%

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
DANIEL LORENTZ	CHAIRMAN	1.00	Director	$0	$0	$0
PAUL BROWN	CHAPTER PRES	3.50	Officer	$0	$0	$0
ISAAC MILLER	CHAPTER VP	3.50	Officer	$0	$0	$0
ETHAN SMITH	CHAPTER TREA	3.50	Officer	$0	$0	$0
NICK EDWARDS	CHAPTER SECR	3.50	Officer	$0	$0	$0
JIM PETERSON	FINANCIAL AD	1.00	Director	$0	$0	$0
PAUL LABINE	PR ADVISOR	1.00	Director	$0	$0	$0
LAURA CONNOLLY	SCHOLARSHIP	1.00	Director	$0	$0	$0
JAY KRISTOLA	TRUSTEE	1.00	Director	$0	$0	$0
DJ RASNER	TRUSTEE	1.00	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	$560,885	$234,489	$582,193	$326,396

PHI KAPPA TAU GAMMA ALPHA CHAPTER