PHI DELTA THETA HOUSE ASSOCIATION (EIN 470589765) - 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

1912

Legal Domicile

Principal Officer

DAN LEVY

Phone

4026897182

Tax Period

2023-07-01 to 2024-06-30

PHI DELTA THETA HOUSE ASSOCIATION, founded in 1912, is a small nonprofit that reported $531K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $663K exceeded revenue, resulting in a 25% operating deficit.

Mission

THE OWNERSHIP, MAINTENANCE AND RENTAL OF A UNIVERSITY SANCTIONED FRATERNITY HOUSE TO THE LOCAL CHAPTER OF THE NATIONAL FRATERNITY.

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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 $2,000

Program Service Revenue $528,732

Investment Income $0

Other Revenue $0

TOTAL REVENUE $530,732

Expense Breakdown

Grants Paid $0

Salaries & Benefits $19,968

Fundraising Expenses $0

Other Expenses $643,324

TOTAL EXPENSES $663,292

Year-over-Year Comparison

	2023	2022	Change
Revenue	$530,732	$611,279	-0.1%
Expenses	$663,292	$645,825	+0.0%
Net Income	$-132,560	$-34,546	+2.8%

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
DAN LEVY	PRESIDENT	2.00	Officer Director	$0	$0	$0
RANDY KATHOL	TREASURER	2.00	Officer Director	$0	$0	$0
BRIAN CHRISTENSEN	DIRECTOR	1.00	Director	$0	$0	$0
BRAD SHAFER	DIRECTOR	1.00	Director	$0	$0	$0
CHAD ENGLE	DIRECTOR	2.00	Director	$0	$0	$0
TOM MCALISTER	DIRECTOR	1.00	Director	$0	$0	$0
RYAN NORMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOSH WHITE	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW BUTLER	DIRECTOR	1.00	Director	$0	$0	$0
JACK WINFREY	DIRECTOR	1.00	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	No data	No data	No data	No data
2024	$530,732	$663,292	$1,506,642	$-132,560
2023	$611,279	$645,825	$1,639,497	$-34,546
2022	$543,101	$543,252	$1,675,379	$-151
2021	$358,436	$429,934	$1,671,932	$-71,498
2020	$669,364	$474,429	$1,776,463	$194,935
2019	$561,817	$410,347	$1,688,072	$151,470
2018	$597,978	$420,959	$1,595,756	$177,019

PHI DELTA THETA HOUSE ASSOCIATION