PHI ALUMNI CORPORATION OF PSI UPSILON

EIN: 386091523

Ann Arbor, MI

Total Revenue
$208,090
Total Expenses
$147,575
Total Assets
$735,335
Net Assets
$438,866
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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
1892
Legal Domicile
MI
Principal Officer
DANIEL T SMALE
Phone
7349979777
Tax Period
2024-08-01 to 2025-07-31

PHI ALUMNI CORPORATION OF PSI UPSILON, founded in 1892, is a small nonprofit that reported $208K in total revenue in fiscal year 2024. The organization ran a surplus of $61K, a strong 29% operating margin.

Mission

RENTAL OF FRATERNITY HOUSE TO STUDENTS IN ATTENDANCE AT THE UNIVERSITY OF MICHIGAN

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $600
Program Service Revenue $203,700
Investment Income $2,190
Other Revenue $1,600
TOTAL REVENUE $208,090

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $98,532
Other Expenses $147,575
TOTAL EXPENSES $147,575

Year-over-Year Comparison

2024 2023 Change
Revenue $208,090 $204,507 +0.0%
Expenses $147,575 $186,611 -0.2%
Net Income $60,515 $17,896 +2.4%
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

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Governance

Voting Members
13
Independent Members
13
Employees
N/A
Volunteers
20

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
5
$0
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GREGORY RUPP BOARD CHAIRMAN N/A
Officer
$0 $0 $0
JOEY COBAU PRESIDENT N/A
Officer
$0 $0 $0
CRAIG REIFF SECRETARY N/A
Officer
$0 $0 $0
DANIEL T SMALE TREASURER N/A
Officer
$0 $0 $0
KEVIN BROPHY VICE PRESIDENT N/A
Officer
$0 $0 $0
KEVIN LUM DIRECTOR N/A
Director
$0 $0 $0
MICHAEL BIGNELL DIRECTOR N/A
Director
$0 $0 $0
JOHN HOLMES DIRECTOR N/A
Director
$0 $0 $0
TIM WHIMS DIRECTOR N/A
Director
$0 $0 $0
GREGORY FRENCH DIRECTOR N/A
Director
$0 $0 $0
CHARLES GREENING DIRECTOR N/A
Director
$0 $0 $0
DEAN SCHUELLER DIRECTOR N/A
Director
$0 $0 $0
THOMAS SCHWARTZ DIRECTOR N/A
Director
$0 $0 $0
KEVIN PARKER DIRECTOR N/A
Director
$0 $0 $0
DONALD CLINE JR DIRECTOR N/A
Director
$0 $0 $0
JONATHAN SUPERNAW DIRECTOR N/A
Director
$0 $0 $0
SCOTT KLAUSTIN DIRECTOR N/A
Director
$0 $0 $0
LUKE DONAHUE 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 $208,090 $147,575 $735,335 $60,515
2024 $204,507 $186,611 $699,113 $17,896
2023 $215,382 $198,040 $679,806 $17,342
2022 $190,083 $156,189 $682,180 $33,894
2021 $188,471 $157,447 $625,157 $31,024
2020 $204,370 $198,230 $607,809 $6,140
2019 $90,515 $101,077 $576,149 $-10,562
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