MINNESOTA PHI GAMMA DELTA ASSOCIATION (EIN 416022901) - 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

1941

Legal Domicile

Principal Officer

GUNNAR CARLSON

Phone

7634499100

Tax Period

2024-06-01 to 2025-05-31

MINNESOTA PHI GAMMA DELTA ASSOCIATION, founded in 1941, is a small nonprofit that reported $119K in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $41K, a strong 34% operating margin.

Mission

RESTORATION AND MAINTENANCE OF THE PHI GAMMA DELTA FRATERNITY HOUSE AT THE UNIVERSTIY OF MINNESOTA. THE HOUSE IS LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES.

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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 $116,970

Investment Income $2,066

Other Revenue $0

TOTAL REVENUE $119,036

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $78,161

Other Expenses $78,161

TOTAL EXPENSES $78,161

Year-over-Year Comparison

	2024	2023	Change
Revenue	$119,036	$85,955	+0.4%
Expenses	$78,161	$79,313	0.0%
Net Income	$40,875	$6,642	+5.2%

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

N/A

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
GUNNAR CARLSON	PRESIDENT	5.00	Officer Director	$0	$0	$0
NOAH LUNDEEN	TREASURER	5.00	Officer Director	$0	$0	$0
PETER LAWIN	SECRETARY	2.00	Officer 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	$119,036	$78,161	$1,095,585	$40,875
2024	$85,955	$79,313	$1,075,115	$6,642
2023	$103,664	$93,439	$1,087,036	$10,225
2022	$118,029	$84,732	$1,095,533	$33,297
2021	$90,110	$114,638	$1,084,609	$-24,528
2020	$132,017	$58,197	$1,033,175	$73,820
2019	$117,862	$84,977	$979,644	$32,885

MINNESOTA PHI GAMMA DELTA ASSOCIATION