PHI GAMMA DELTA FRATERNITY ALPHA IOTA CH (EIN 420469525) - 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

1910

Legal Domicile

Principal Officer

RON WESTEEN JR

Phone

7128984173

Tax Period

2023-09-01 to 2024-08-31

PHI GAMMA DELTA FRATERNITY ALPHA IOTA CH, founded in 1910, is a small nonprofit that reported $954K in total revenue in fiscal year 2023. Revenue surged 335% from the prior year, signaling strong growth momentum. The organization ran a surplus of $670K, a strong 70% operating margin.

Mission

PROVIDES ROOM, BOARD, SCHOLARSHIPS, AND EDUCATIONAL DEVELOPMENT FACILITIES FOR ITS 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 (2023)

Revenue Breakdown

Contributions & Grants $730,667

Program Service Revenue $217,800

Investment Income $5,991

Other Revenue $0

TOTAL REVENUE $954,458

Expense Breakdown

Grants Paid $0

Salaries & Benefits $31,568

Fundraising Expenses $0

Program Expenses $481,315

Other Expenses $185,417

TOTAL EXPENSES $284,524

Year-over-Year Comparison

	2023	2022	Change
Revenue	$954,458	$219,468	+3.3%
Expenses	$284,524	$283,987	+0.0%
Net Income	$669,934	$-64,519	-11.4%

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

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
LOU FILOSA	DIRECTOR	1.00	Director	$0	$0	$0
ADAM JACOBS	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT LARRANCE	DIRECTOR	1.00	Director	$0	$0	$0
MATT ALEXANDER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID FRANCIS	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN SHIRES	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN WALKER	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN CALDWELL	DIRECTOR	1.00	Director	$0	$0	$0
ORIN MCMILLEN	DIRECTOR	1.00	Director	$0	$0	$0
RON WESTEEN JR	TREASURER HOUSE CORP	2.00	Officer	$0	$0	$0
JOE FINELLI	SECRETARY	1.00	Officer	$0	$0	$0
NATHAN SCOTT	PRESIDENT	1.00	Officer	$0	$0	$0
SCOTT DIERRICKX	VICE PRESIDENT	1.00	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	$954,458	$284,524	$1,328,751	$669,934
2023	$219,468	$283,987	$674,656	$-64,519
2022	$189,688	$256,092	$759,251	$-66,404
2021	$173,958	$205,253	$840,297	$-31,295
2020	$229,236	$235,306	$892,569	$-6,070

PHI GAMMA DELTA FRATERNITY ALPHA IOTA CH