MISSOURI EPISLON OF PHI DELTA THETA EDUCATIONAL FOUNDATION INC (EIN 431412922) - 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

1986

Legal Domicile

Principal Officer

Travis Webb

Phone

3032427507

Tax Period

2024-01-01 to 2024-12-31

MISSOURI EPISLON OF PHI DELTA THETA EDUCATIONAL FOUNDATION INC, founded in 1986, is a small nonprofit that reported $168K in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. Net assets of $625K represent 45 months of operating reserves.

Mission

Providing housing, assembly, lecture and study facilities to members and prospective members of the Missouri Epsilon Chapter of Phi Delta Theta Fraternity at Missouri State University in order to assist them in achieving academic excellence and personal development.

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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 $168,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $168,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $180,569

Other Expenses $180,569

TOTAL EXPENSES $180,569

Year-over-Year Comparison

	2024	2023	Change
Revenue	$168,000	$140,000	+0.2%
Expenses	$180,569	$163,853	+0.1%
Net Income	$-12,569	$-23,853	-0.5%

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

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
Nathan Wozniak	Member	0	Director	$0	$0	$0
Joseph Bliss	Member	0	Director	$0	$0	$0
Jim Colton	President	0	Director	$0	$0	$0
Travis Webb	Treasurer	0.25	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	No data	No data	No data	No data
2024	$168,000	$180,569	$1,215,883	$-12,569
2023	$140,000	$163,853	$1,238,779	$-23,853
2022	$168,000	$174,118	$1,317,754	$-6,118

MISSOURI EPISLON OF PHI DELTA THETA EDUCATIONAL FOUNDATION INC