Phi Delta Theta Fraternity (EIN 430456430) - 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

1870

Legal Domicile

Principal Officer

CHRIS WIDMER

Phone

5738741040

Tax Period

2023-07-01 to 2024-06-30

Phi Delta Theta Fraternity, founded in 1870, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $1.4M exceeded revenue, resulting in a 29% operating deficit.

Mission

COLLEGIATE SOCIAL FRATERNITY BASED ON FRIENDSHIP, SOUND LEARNING, AND MORAL RECTITUDE AMONG ITS MEMBERS AT THE UNIVERSITY OF MISSOURI-COLUMBIA.

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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 $0

Program Service Revenue $1,066,359

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,066,359

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,656

Fundraising Expenses $0

Program Expenses $1,380,234

Other Expenses $1,352,578

TOTAL EXPENSES $1,380,234

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,066,359	$1,168,076	-0.1%
Expenses	$1,380,234	$1,018,273	+0.4%
Net Income	$-313,875	$149,803	-3.1%

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

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	Role	Reportable Comp	Other Comp	Total
Chris Widmer	Treasurer	Officer Director	$0	$0	$0
Chris Crocker	President	Officer Director	$0	$0	$0
Matt Beckett	Vice President	Officer Director	$0	$0	$0
Daniel Beckett	Member	Director	$0	$0	$0
Travis Condict	Member	Director	$0	$0	$0
Mike Ruesler	Member	Director	$0	$0	$0
Shannon Maloney	Member	Director	$0	$0	$0
Scott Devoto	Member	Director	$0	$0	$0
Andrew Beckett	Member	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	No data	No data	No data	No data
2024	$1,066,359	$1,380,234	$107,347	$-313,875
2023	$1,168,076	$1,018,273	$586,258	$149,803
2022	$1,060,090	$1,171,631	$51,420	$-111,541
2021	$859,654	$800,313	$112,960	$59,341
2020	$843,204	$796,606	$78,619	$46,598
2019	$709,045	$739,030	$32,021	$-29,985
2018	$736,029	$652,153	$62,005	$83,876

Phi Delta Theta Fraternity