FRATERNITY OF PHI GAMMA DELTA LANDMARK PRESERVATION INC (EIN 391476970) - 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

1984

Legal Domicile

Principal Officer

JAMES COPE

Phone

8157585444

Tax Period

2023-01-01 to 2023-12-31

FRATERNITY OF PHI GAMMA DELTA LANDMARK PRESERVATION INC, founded in 1984, is a small nonprofit that reported $260K in total revenue in fiscal year 2018. The organization ran a surplus of $95K, a strong 37% operating margin.

Mission

THE PRESERVATION AND MAINTENANCE OF A HISTORIC LANDMARK BUILDING, NAMELY THE PHI GAMMA DELTA HOUSE IN MADISON, WISCONSIN.

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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 $50,000

Program Service Revenue $309,257

Investment Income $0

Other Revenue $0

TOTAL REVENUE $359,257

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $289,830

Other Expenses $290,249

TOTAL EXPENSES $290,249

Year-over-Year Comparison

	2023	2022	Change
Revenue	$359,257	$384,853	-0.1%
Expenses	$290,249	$228,174	+0.3%
Net Income	$69,008	$156,679	-0.6%

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

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
JAMES COPE	PRESIDENT AND DIRECTOR	1.00	Officer Director	$0	$0	$0
JAMES KRUPP	VICE PRESIDENT AND DIRECTO	0.25	Officer Director	$0	$0	$0
DAVID KECK	SECRETARY / TREASURER AND	0.25	Officer Director	$0	$0	$0
RICHARD PEARSON	DIRECTOR	0.25	Officer	$0	$0	$0
CHARLES VAUGHAN	DIRECTOR	0.25	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
2024	No data	No data	No data	No data
2023	$359,257	$290,249	$2,201,550	$69,008
2022	$384,853	$228,174	$2,143,538	$156,679
2021	$434,380	$131,559	$1,990,407	$302,821
2020	$460,002	$158,248	$1,683,186	$301,754
2019	$478,393	$151,648	$1,632,972	$326,745
2018	$259,997	$164,720	$1,229,150	$95,277

FRATERNITY OF PHI GAMMA DELTA LANDMARK PRESERVATION INC