OHIO ALPHA OF PHI DELTA THETA CORP (EIN 510152635) - 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

1932

Legal Domicile

Principal Officer

ANDREW FERGUSON

Phone

5135740100

Tax Period

2019-01-01 to 2019-12-31

OHIO ALPHA OF PHI DELTA THETA CORP, founded in 1932, is a micro nonprofit that reported $76K in total revenue in fiscal year 2019. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $72K left a modest 5% surplus.

Mission

THE PURPOSE OF THE ORGANIZATION IS THE CONTINUATION OF A FRATERNITY BOND BETWEEN MEMBERS. AN IMPORTANT COMPONENT OF THAT BOND IS THE PHYSICAL FRATERNITY HOUSE AND PROPERTY. THE HOUSE IS USED BY ACTIVE MEMBERS WHO ARE CHARGED RENT AND DUES TO MAINTAIN THE FOCAL POINT OF THE FRATERNITY. THERE WERE NO ACTIVIE MEMBERS LIVING IN THE CHAPTER HOUSE IN 2019.

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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 (2019)

Revenue Breakdown

Contributions & Grants $1,000

Program Service Revenue $750

Investment Income $73,750

Other Revenue $0

TOTAL REVENUE $75,500

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $69,261

Other Expenses $71,811

TOTAL EXPENSES $71,811

Year-over-Year Comparison

	2019	2018	Change
Revenue	$75,500	$115,782	-0.3%
Expenses	$71,811	$166,088	-0.6%
Net Income	$3,689	$-50,306	-1.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN DORGER	HOUSE MANAGE	2.00	Director	$0	$0	$0
KEN DORSCH	PRESIDENT	4.00	Officer Director	$0	$0	$0
ANDREW FERGUSON	TREASURER	5.00	Officer Director	$0	$0	$0
DOUG HAYNES	MEMBER AT LA	1.00	Director	$0	$0	$0
JOHN CLARK JR	COUNCIL CHAI	4.00	Officer Director	$0	$0	$0
ROGER LURING	TRUSTEE	2.00	Director	$0	$0	$0
TOM MCKNIGHT	TRUSTEE	2.00	Director	$0	$0	$0
CALEB PAPE	MEMBER AT LA	1.00	Director	$0	$0	$0
TIM PETERS	SECRETARY	2.00	Officer Director	$0	$0	$0
GREGORY WAGNER	TRUSTEE	2.00	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
2019	$75,500	$71,811	$1,289	$3,689
2018	$115,782	$166,088	$550,116	$-50,306

OHIO ALPHA OF PHI DELTA THETA CORP