PHI KAPPA PSI ALUMNI CORPORATION OF THE CALIFORNIA ETA CHAPTER

EIN: 471014031 Recreation & Sports

SAN LUIS OBISPO, CA

Total Revenue
N/A
Total Expenses
$1,085
Total Assets
$668,431
Net Assets
$394,007
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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
2014
Legal Domicile
CA
Principal Officer
GEORGE ROSENBERGER
Tax Period
2024-01-01 to 2024-12-31

Mission

THE PURPOSE OF THIS CORPORATION IS TO OPERATE AS THE ALUMNI CORPORATION OF CALIFORNIA ETA CHAPTER OF PHI KAPPA PSI FRATERNITY, WHICH SHALL PROVIDE OPPORTUNITY FOR PERSONAL CONTACT, COMMINGLING AND FELLOWSHIP AMONG ALMUNI MEMBERS OF THE CALIFORNIA ETA CHAPTER OF PHI KAPPA PSI FRATERNITY, TO PROVIDE SUPPORT FOR THE UNDERGRADUATE CHAPTER OF CALIFORNIA ETA CHAPTER OF PHI KAPPA PSI 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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $1,085
TOTAL EXPENSES $1,085

Year-over-Year Comparison

2024 2023 Change
Revenue N/A $100 -1.0%
Expenses $1,085 $1,238 -0.1%
Net Income N/A $-1,138 N/A
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

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Governance

Voting Members
3
Independent Members
N/A
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
0
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GEORGE ROSENBERGER SEC/TREASURER 5.00
Director
$0 $0 $0
CHARLES JAVENS President 5.00
Director
$0 $0 $0
STEVE WOODWARD Vice President 5.00
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
2024 No data $1,085 $668,431 No data
2023 $100 $1,238 $690,050 $-1,138
2022 $9,784 $1,604 $727,062 $8,180
2021 $-3,628 $16,500 $734,043 $-20,128
2020 $5,659 $462 $758,005 $5,197
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