PHI GAMMA DELTA EDUCATIONAL FOUNDATION INC

EIN: 526036185 501(c)(3)

LEXINGTON, KY

Total Revenue
$4,215,768
Total Expenses
$2,492,902
Total Assets
$29,803,315
Net Assets
$29,356,589
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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
1945
Legal Domicile
KY
Principal Officer
BENJAMIN E ROBINSON
Phone
8592551848
Tax Period
2023-07-01 to 2024-06-30

PHI GAMMA DELTA EDUCATIONAL FOUNDATION INC, founded in 1945, is a community nonprofit that reported $4.2M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.7M, a strong 41% operating margin.

Mission

TO PROVIDE EDUCATIONAL SUPPORT AND SERVICES FOR COLLEGE STUDENTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,726,567
Program Service Revenue $0
Investment Income $1,424,947
Other Revenue $64,254
TOTAL REVENUE $4,215,768

Expense Breakdown

Grants Paid $1,546,446
Salaries & Benefits $365,322
Fundraising Expenses $273,139
Program Expenses $1,817,398
Other Expenses $581,134
TOTAL EXPENSES $2,492,902

Year-over-Year Comparison

2023 2022 Change
Revenue $4,215,768 $3,880,356 +0.1%
Expenses $2,492,902 $2,677,299 -0.1%
Net Income $1,722,866 $1,203,057 +0.4%
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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Governance

Voting Members
11
Independent Members
11
Employees
2
Volunteers
11

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
5
$185,096
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN P O'NEILL DIRECTOR 2.00
Director
$0 $0 $0
GLENN D MOOR CHAIRMAN 2.00
Officer Director
$0 $0 $0
RONALD C NELSON DIRECTOR 2.00
Director
$0 $0 $0
DONALD M HEINRICH FINANCE COMMITTEE CHAIRMAN 2.00
Officer Director
$0 $0 $0
WILLIAM R BRAND SECRETARY 2.00
Officer Director
$0 $0 $0
A PETER RIMSANS DIRECTOR 2.00
Director
$0 $0 $0
KIRK D WALDEN DIRECTOR 2.00
Director
$0 $0 $0
ROBERT A WUNDERLUCH JR DIRECTOR 2.00
Director
$0 $0 $0
MITCHELL I HENN DIRECTOR 2.00
Director
$0 $0 $0
MICHAEL A LUCAS VICE CHAIRMAN 2.00
Officer Director
$0 $0 $0
D MICHAEL AINSWORTH DIRECTOR 2.00
Director
$0 $0 $0
BENJAMIN E ROBINSON EXECUTIVE DIRECTOR 40.00
Officer
$185,096 $0 $185,096
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 $4,215,768 $2,492,902 $29,803,315 $1,722,866
2023 $3,880,356 $2,677,299 $26,268,904 $1,203,057
2022 $3,021,786 $2,212,154 $23,695,128 $809,632
2021 $4,153,506 $2,174,282 $28,007,260 $1,979,224
2020 $2,559,162 $1,874,068 $21,590,521 $685,094
2019 $4,461,047 $2,080,518 $20,516,558 $2,380,529
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