PHI DELTA THETA HOUSE ASSOCIATION

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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 INTERNATIONAL PHI DELTA THETA FRATERNITY WAS FOUNDED ON THE PRINCIPLES OF FRIENDSHIP, SOUND LEARNING AND MORAL RECTITUDE. THE NEBRASKA ALPHA CHAPTER OF PHI DELTA THETA WAS ESTABLISHED IN 1875 TO INSTILL THOSE IDEALS IN UNDERGRADUATE MEN ATTENDING THE UNIVERSITY OF NEBRASKA-LINCOLN. THE FRATERNITY'S PRINCIPLES ARE BROUGHT TO LIFE THROUGH VARIOUS BROTHERHOOD INITIATIVES, SCHOLARSHIP AND ACADEMIC ACHIEVEMENT, COMMUNITY AND CAMPUS SERVICE, SELF-GOVERNANCE, AND ALUMNI AND UNIVERSITY RELATIONS.

Program Service Accomplishments

Program 1

COMMUNITY SERVICE - THE NEBRASKA ALPHA CHAPTER OF PHI DELTA THETA'S ANNUAL PHILANTHROPIC EFFORTS ARE WIDELY REGARDED ACROSS CAMPUS AND THE COMMUNITY ANNUALLY RAISING THOUSANDS OF DOLLARS FOR LOCAL...

COMMUNITY SERVICE - THE NEBRASKA ALPHA CHAPTER OF PHI DELTA THETA'S ANNUAL PHILANTHROPIC EFFORTS ARE WIDELY REGARDED ACROSS CAMPUS AND THE COMMUNITY ANNUALLY RAISING THOUSANDS OF DOLLARS FOR LOCAL CHARITIES. THE LOCAL CHAPTER ALSO ACTIVELY PARTICIPATES IN THE INTERNATIONAL FRATERNITY'S ANNUAL FUNDRAISING EFFORTS TO FIGHT ALS/LOU GEHRIG'S DISEASE.

Program 2

ACADEMIC EXCELLENCE - ANNUALLY, THE PHI DELTA THETA-NEBRASKA ALPHA CHAPTER'S NAME CAN BE FOUND AT OR NEAR THE TOP OF THE UNIVERSITY OF NEBRASKA'S FRATERNITY RANKINGS FOR GPA (ALWAYS WITHIN TOP 10%). IN ADDITION, SEVERAL PAST AND CURRENT MEMBERS HAVE BEEN SELECTED FOR MEMBERSHIP IN VARIOUS ACADEMIC FRATERNAL ORGANIZATIONS INCLUDING THE HIGHLY-EXCLUSIVE MORTAR BOARD AND INNOCENTS SOCIETY.

Program 3

AWARDS/HONORS - THE NEBRASKA ALPHA CHAPTER OF PHI DELTA THETA HAS BOASTED SEVERAL UNIVERSITY OF NEBRASKA HOMECOMING KINGS AND NUMEROUS CAMPUS AWARDS OVER THE LAST FIVE YEARS. MEN FROM THE NEBRASKA...

AWARDS/HONORS - THE NEBRASKA ALPHA CHAPTER OF PHI DELTA THETA HAS BOASTED SEVERAL UNIVERSITY OF NEBRASKA HOMECOMING KINGS AND NUMEROUS CAMPUS AWARDS OVER THE LAST FIVE YEARS. MEN FROM THE NEBRASKA ALPHA CHAPTER HAVE RECEIVED THE EQUIVALENT OF ACTIVE MEMBER AND CHAPTER ADVISOR OF THE YEAR AWARDS FROM THE INTERNATIONAL FRATERNITY. IN THE SUMMERS OF 2009, 2010, 2013, 2014, 2021 AND 2024 NEBRASKA ALPHA WAS AWARDED THE HARVARD/OXFORD TROPHY-THE HIGHEST HONOR ANY PHI DELTA THETA CHAPTER CAN RECEIVE. THE CHAPTER WAS THE NATIONAL RUNNER-UP FOR THE HARVARD TROPHY IN 2011 (LARGE SCHOOL CHAPTER) AND A FINALIST FOR THE TROPHY IN 2012.

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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