PI KAPPA ALPHA UNION (EIN 426057254) - 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

1950

Legal Domicile

Principal Officer

GUY PACKARD

Phone

5157106844

Tax Period

2024-07-01 to 2025-06-30

PI KAPPA ALPHA UNION, founded in 1950, is a small nonprofit that reported $140K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $274K exceeded revenue, resulting in a 96% operating deficit.

Mission

THE PURPOSE OF THE ORGANIZATION IS TO MAINTAIN A CHATPER HOUSE AND RELATED PROPERTY FOR THE ALPHA PHI CHAPTER OF PI KAPPA ALPHA INTERNATIONAL FRATERNITY.

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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 $139,724

Investment Income $0

Other Revenue $0

TOTAL REVENUE $139,724

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $273,789

TOTAL EXPENSES $273,789

Year-over-Year Comparison

	2024	2023	Change
Revenue	$139,724	$127,053	+0.1%
Expenses	$273,789	$112,502	+1.4%
Net Income	$-134,065	$14,551	-10.2%

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

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
ALEX BURGE	DIRECTOR	5.00	Director	$0	$0	$0
ROBERT COLOSIMO	DIRECTOR	5.00	Director	$0	$0	$0
MIKE COWAN	DIRECTOR	5.00	Director	$0	$0	$0
ALEX KOTH	DIRECTOR	5.00	Director	$0	$0	$0
JERRY MCCLELLAND	DIRECTOR	5.00	Director	$0	$0	$0
MARK ZIRKELBACK	DIRECTOR	5.00	Director	$0	$0	$0
CLIFF MANN	SECRETARY	5.00	Officer	$0	$0	$0
GUY PACKARD	PRESIDENT	5.00	Officer	$0	$0	$0
CHRIS ZIMMERMAN	TREASURER	5.00	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
2025	$139,724	$273,789	$1,616,036	$-134,065
2024	$127,053	$112,502	$1,463,065	$14,551
2023	$117,523	$271,479	$1,482,888	$-153,956

PI KAPPA ALPHA UNION