IOWA GAMMA OF PHI DELTA THETA HOUSEHOLD ASSOCIATION (EIN 426077728) - 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

1923

Legal Domicile

Principal Officer

TOBY GEIGER

Phone

5152102270

Tax Period

2024-10-01 to 2025-09-30

IOWA GAMMA OF PHI DELTA THETA HOUSEHOLD ASSOCIATION, founded in 1923, is a micro nonprofit that reported $77K in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $19K, a strong 24% operating margin.

Mission

PROVIDE HOUSING TO PHI DELTA THETA FRATERNITY FOR STUDENT HOUSING

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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 $46,500

Investment Income $0

Other Revenue $30,715

TOTAL REVENUE $77,215

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $58,677

TOTAL EXPENSES $58,677

Year-over-Year Comparison

	2024	2023	Change
Revenue	$77,215	$110,253	-0.3%
Expenses	$58,677	$64,347	-0.1%
Net Income	$18,538	$45,906	-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
TOBY GEIGER	Treasurer	5.00	Officer Director	$0	$0	$0
BRIAN STOUFER	Director	1.00	Director	$0	$0	$0
JIM UNZEITIG	Vice President	1.00	Director	$0	$0	$0
CURT FORD	President	1.00	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	$77,215	$58,677	$3,325,629	$18,538
2024	$110,253	$64,347	$3,334,578	$45,906
2023	$95,638	$80,721	$3,314,466	$14,917
2022	$83,823	$99,247	$3,324,526	$-15,424
2021	$106,052	$116,674	$3,363,631	$-10,622
2020	$124,245	$98,692	$3,393,279	$25,553
2019	$144,362	$126,855	$3,386,567	$17,507

IOWA GAMMA OF PHI DELTA THETA HOUSEHOLD ASSOCIATION