THE FRATERNITY OF PHI GAMMA DELTA … - Form 990 Financial Data

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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

1998

Legal Domicile

Principal Officer

ROB CAUDILL

Phone

8592551848

Tax Period

2023-07-01 to 2024-06-30

THE FRATERNITY OF PHI GAMMA DELTA INC, founded in 1998, is a community nonprofit that reported $5.6M in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $7.2M exceeded revenue, resulting in a 28% operating deficit.

Mission

TO PROMOTE SOCIAL, INTELLECTUAL AND MORAL DEVELOPMENT OF COLLEGE MEN.

Program Service Accomplishments

Program 1

Expenses: $4,381,547 Revenue: $4,396,929

MAINTENANCE OF THE FRATERNITY AND EDUCATION, LEADERSHIP AND CITIZENSHIP ACTIVITIES FOR MEMBERS ENROLLED IN VARIOUS COLLEGES. APPROXIMATELY 4,100 PLEDGES; 7,600 UNDERGRADUATE MEMBERS AND 126,000...

MAINTENANCE OF THE FRATERNITY AND EDUCATION, LEADERSHIP AND CITIZENSHIP ACTIVITIES FOR MEMBERS ENROLLED IN VARIOUS COLLEGES. APPROXIMATELY 4,100 PLEDGES; 7,600 UNDERGRADUATE MEMBERS AND 126,000 GRADUATE MEMBERS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,011,490

Program Service Revenue $4,012,806

Investment Income $209,299

Other Revenue $384,123

TOTAL REVENUE $5,617,718

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,280,494

Fundraising Expenses $186,859

Program Expenses $4,381,547

Other Expenses $4,891,386

TOTAL EXPENSES $7,171,880

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,617,718	$6,882,567	-0.2%
Expenses	$7,171,880	$7,250,137	0.0%
Net Income	$-1,554,162	$-367,570	+3.2%

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

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

$243,003

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATT AMEND	SECRETARY	2.00	Officer Director	$0	$0	$0
ZACH BERARD	COUNCILOR	2.00	Director	$0	$0	$0
ROBERT SIEDELL	COUNCILOR	2.00	Director	$0	$0	$0
JAMES C NEILSON	COUNCILOR	2.00	Director	$0	$0	$0
DONALD J HERMAN	TREASURER	2.00	Officer Director	$0	$0	$0
TIM KILDUFF	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JON YATES	COUNCILOR	2.00	Director	$0	$0	$0
JEFFREY T STOLL	COUNCILOR	2.00	Director	$0	$0	$0
BILL HUNNICUTT	PRESIDENT	2.00	Officer Director	$0	$0	$0
ROB CAUDILL	EXECUTIVE DIRECTOR	40.00	Officer	$243,003	$0	$243,003
WILLIAM T SHIER	EMPLOYEE	40.00	Highest	$120,823	$0	$120,823
TODD ROGERS	EMPLOYEE	40.00	Highest	$130,997	$0	$130,997

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	$5,617,718	$7,171,880	$17,488,663	$-1,554,162
2023	$6,882,567	$7,250,137	$16,972,198	$-367,570
2023	$6,882,567	$7,109,124	$17,113,211	$-226,557
2022	$5,950,769	$5,335,152	$16,891,307	$615,617
2021	$4,851,750	$4,760,537	$17,901,999	$91,213
2020	$5,325,452	$4,973,460	$14,973,505	$351,992
2019	$5,802,080	$6,158,335	$14,550,474	$-356,255
2018	$5,531,037	$5,121,866	$14,747,247	$409,171

THE FRATERNITY OF PHI GAMMA DELTA INC