Phi Kappa Theta Fraternity (EIN 430549665) - 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

1936

Legal Domicile

Phone

5733646434

Tax Period

2024-09-01 to 2025-08-31

Phi Kappa Theta Fraternity, founded in 1936, is a small nonprofit that reported $730K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

To operate a social fraternity for approximately 90 Missouri S&T Rolla students.

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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 $729,965

Investment Income $0

Other Revenue $0

TOTAL REVENUE $729,965

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $758,088

Other Expenses $759,266

TOTAL EXPENSES $759,266

Year-over-Year Comparison

	2024	2023	Change
Revenue	$729,965	$803,723	-0.1%
Expenses	$759,266	$764,384	0.0%
Net Income	$-29,301	$39,339	-1.7%

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	Role	Reportable Comp	Other Comp	Total
Josh Purvis	President	Officer	$0	$0	$0
Zachary Schade	Vice President	Officer	$0	$0	$0
Quin Schwer	Scholastic Chair	Officer	$0	$0	$0
Braeden Sharp	Treasurer	Officer	$0	$0	$0
Ethan Staab	Steward Chair	Officer	$0	$0	$0
Henrt Small	House Manager	Officer	$0	$0	$0
Branton Ross	Social Chair	Officer	$0	$0	$0
Colby Renn	Associate Member Educator	Officer	$0	$0	$0
Brady Carlson	Involvement Chair	Officer	$0	$0	$0
Timothy Greiner	Rush Chair	Officer	$0	$0	$0
George McGuire-Murillo	Secretary	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	$729,965	$759,266	$39,792	$-29,301
2024	No data	No data	No data	No data
2023	$729,119	$704,582	$29,754	$24,537
2021	$702,135	$728,617	$-48,424	$-26,482
2019	$695,889	$729,130	$3,395	$-33,241
2018	$624,398	$654,042	$36,137	$-29,644

Phi Kappa Theta Fraternity