PHI DELTA EPSILON MEDICAL FRATERNI… - Form 990 Financial Data

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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

1904

Legal Domicile

Principal Officer

KAREN KATZ

Phone

7863021120

Tax Period

2024-01-01 to 2024-12-31

PHI DELTA EPSILON MEDICAL FRATERNITY IN, founded in 1904, is a small nonprofit that reported $970K in total revenue in fiscal year 2024. Expenses of $886K left a modest 9% surplus.

Mission

PHI DELTA EPSILON INTERNATIONAL MEDICAL FRATERNITY CREATES PHYSICIANS OF INTEGRITY WITH A LIFELONG COMMITMENT TO OUR GUIDING PRINCIPLES OF PHILANTHROPY, DEITY, AND EDUCATION THROUGH FELLOWSHIP, SERVICE, MENTORING, AND FORMAL TRAINING IN LEADERSHIP, SCIENCE, AND ETHICS.

Program Service Accomplishments

Program 1

Expenses: $745,735

TO PROVIDE EDUCATIONAL SERVICES TO 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 $30,018

Program Service Revenue $915,016

Investment Income $1,786

Other Revenue $23,020

TOTAL REVENUE $969,840

Expense Breakdown

Grants Paid $0

Salaries & Benefits $298,995

Fundraising Expenses $0

Program Expenses $745,735

Other Expenses $586,876

TOTAL EXPENSES $885,871

Year-over-Year Comparison

	2024	2023	Change
Revenue	$969,840	$983,724	0.0%
Expenses	$885,871	$946,369	-0.1%
Net Income	$83,969	$37,355	+1.2%

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

Employees

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
MARTIN WROBEL MD	BOARD MEMBER	5.00	Director	$0	$0	$0
RUSS STITZLEIN MD	PRESIDENT	5.00	Officer Director	$0	$0	$0
ANISH GHODADRA MD	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
BRITTANY BADAL MD	BOARD MEMBER	5.00	Director	$0	$0	$0
SARAFINA KANKAM MD	BOARD MEMBER	5.00	Director	$0	$0	$0
JESS WALPOLE MD	BOARD MEMBER	5.00	Director	$0	$0	$0
TONY JOHNSON MD	BOARD MEMBER	5.00	Director	$0	$0	$0
MONICA CAMPA MD	BOARD MEMBER	5.00	Director	$0	$0	$0
KAREN KATZ	CEO	40.00	Highest	$156,404	$0	$156,404

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	$969,840	$885,871	$1,133,135	$83,969
2023	$983,724	$946,369	$1,049,166	$37,355
2022	$803,449	$826,000	$1,011,811	$-22,551
2021	$760,263	$461,358	$1,034,362	$298,905
2020	$654,465	$599,048	$735,457	$55,417
2019	$612,504	$736,550	$680,040	$-124,046
2018	$546,207	$465,436	$804,086	$80,771

PHI DELTA EPSILON MEDICAL FRATERNITY IN