PHI ALPHA DELTA INTERNATIONAL FOUNDATION (EIN 510135704) - 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

1999

Legal Domicile

Principal Officer

ANDREW SAGAN

Phone

4103473118

Tax Period

2024-06-01 to 2025-05-31

PHI ALPHA DELTA INTERNATIONAL FOUNDATION, founded in 1999, is a small nonprofit that reported $144K in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. The organization ran a surplus of $39K, a strong 27% operating margin.

Mission

TO CARRYOUT THE BENEFICIENT AND EDUCATIONAL PURPOSES OF THE PHI ALPHA DELTA LAW FRATERNITY, SCHOLARSHIP

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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 $92,473

Program Service Revenue $25,412

Investment Income $16,942

Other Revenue $9,151

TOTAL REVENUE $143,978

Expense Breakdown

Grants Paid $38,328

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,328

Other Expenses $66,635

TOTAL EXPENSES $104,963

Year-over-Year Comparison

	2024	2023	Change
Revenue	$143,978	$93,277	+0.5%
Expenses	$104,963	$83,722	+0.3%
Net Income	$39,015	$9,555	+3.1%

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
THOMAS H BENTZ JR	CHAIR	1.00	Director	$0	$0	$0
ALEXANDER FRANCUZENKO	TRUSTEE	1.00	Director	$0	$0	$0
BERTON MALEY	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER REMARE	SECRETARY	1.00	Director	$0	$0	$0
MICHELLE ISHERWOOD	VICE CHAIR	1.00	Director	$0	$0	$0
SUSAN DICKASON	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL KNOELLER	TREASURER	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	$143,978	$104,963	$850,908	$39,015
2024	$93,277	$83,722	$812,382	$9,555
2023	$94,260	$122,364	$764,527	$-28,104
2022	$143,449	$61,595	$788,133	$81,854
2021	$94,831	$64,125	$767,807	$30,706

PHI ALPHA DELTA INTERNATIONAL FOUNDATION