PHI GAMMA DELTA FRATERNITY (EIN 473291154) - 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

2015

Principal Officer

ANDERSON REESE

Phone

2674218874

Tax Period

2021-11-01 to 2022-10-31

PHI GAMMA DELTA FRATERNITY, founded in 2015, is a small nonprofit that reported $335K in total revenue in fiscal year 2021. Revenue surged 65% from the prior year, signaling strong growth momentum.

Mission

THE ORGANIZATION OPERATES THE LOCAL CHAPER OF PHI GAMMA DELTA FRATERNITY. THE ORGANIZATION WISHES TO PROMOTE LIFELONG FRIENDSHIPS, ACADEMIC SUCCESS, AND DEVELOP PROFESSIONAL RELATIONSHIPS. THE ORGANIZATION ACCOMPLISHES THE MISSION BY HOSTING SOCIAL EVENTS, EDUCATIONAL EVENTS, AND CONTRIBUTING BACK TO THE COMMUNITY. THE TIME DEVOTED TO SOCIAL EVENTS IS 60 PERCENT, EDUCATIONAL EVENTS IS 30 PERCENT, AND COMMUNITY ENRICHMENT IS 10 PERCENT. MEMBER DUES SUPPORT THE ACTIVITIES OF THE ORGANIZATION.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $335,449

Investment Income $0

Other Revenue $0

TOTAL REVENUE $335,449

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $353,254

TOTAL EXPENSES $353,254

Year-over-Year Comparison

	2021	2020	Change
Revenue	$335,449	$203,733	+0.6%
Expenses	$353,254	$176,487	+1.0%
Net Income	$-17,805	$27,246	-1.7%

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
RJ DRUCKER	HISTORIAN	5.00	Officer	$0	$0	$0
CLAYTON JOYNER	RECORDING SE	5.00	Officer	$0	$0	$0
ANDERSON REESE	PRESIDENT	5.00	Officer	$0	$0	$0
STAFFORD SMITH	CORR SECRETA	5.00	Officer	$0	$0	$0
JAKE TOSTI	TREASURER	5.00	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
2022	$335,449	$353,254	$34,408	$-17,805

PHI GAMMA DELTA FRATERNITY