PHI KAPPA TAU FRATERNITY UPSILON CHAPTER (EIN 470269355) - 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

MIKE MUNRO

Phone

4025803254

Tax Period

2024-09-01 to 2025-08-31

PHI KAPPA TAU FRATERNITY UPSILON CHAPTER, founded in 1923, is a small nonprofit that reported $239K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $282K exceeded revenue, resulting in a 18% operating deficit.

Mission

THE MISSION OF PHI KAPPA TAU IS TO CHAMPION A LIFELONG COMMITMENT TO BROTHERHOOD LEARNING ETHICAL LEADERSHIP AND EXEMPLARY CHARACTER.

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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 $239,239

Program Service Revenue $0

Investment Income $208

Other Revenue $0

TOTAL REVENUE $239,447

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,153

Fundraising Expenses $0

Program Expenses $0

Other Expenses $268,087

TOTAL EXPENSES $282,240

Year-over-Year Comparison

	2024	2023	Change
Revenue	$239,447	$258,006	-0.1%
Expenses	$282,240	$252,243	+0.1%
Net Income	$-42,793	$5,763	-8.4%

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

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
MIKE MUNRO	CHAIRMAN	5.00	Director	$0	$0	$0
MICHAEL CAMERON	HOUSE CORP CHAIRMAN	5.00	Director	$0	$0	$0
COLIN HENSEL	ALUMNI PUBLICATIONS	1.00	Director	$0	$0	$0
CHRIS CONNELLY	ALUMNI EVENTS	1.00	Director	$0	$0	$0
RYAN COUFAL	RISK MANAGEMENT	1.00	Director	$0	$0	$0
MAX DRAUS	RECRUITMENT	1.00	Director	$0	$0	$0
EVAN MARSHALL	FINANCE	1.00	Director	$0	$0	$0
RANDY ERNST	ACADEMIC ADVISOR	1.00	Director	$0	$0	$0
TREY PEPPER	CHAPTER PRESIDENT	10.00	Director	$0	$0	$0
VINCENT BONACCI	CHAPTER VP	10.00	Director	$0	$0	$0
RILEY CLEAVER	VP OF HEALTH AND SAFETY	10.00	Director	$0	$0	$0
GUNNAR JONES	VP OF ALUMNI RELATIONS	10.00	Director	$0	$0	$0
BRADON WRIGHT	CHAPTER SECRETARY	10.00	Director	$0	$0	$0
AYDON MCDONALD	TREASURER	10.00	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	$239,447	$282,240	$873,115	$-42,793
2024	$258,006	$252,243	$927,778	$5,763
2023	$215,069	$265,755	$936,905	$-50,686
2022	$249,419	$233,208	$965,588	$16,211
2021	$198,619	$240,086	$954,138	$-41,467

PHI KAPPA TAU FRATERNITY UPSILON CHAPTER