PHI UPSILON OMICRON INC (EIN 550600282) - 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

1979

Legal Domicile

Principal Officer

MELISSA MARTIN

Phone

2709041340

Tax Period

2024-08-01 to 2025-07-31

PHI UPSILON OMICRON INC, founded in 1979, is a small nonprofit that reported $139K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. Net assets of $934K represent 81 months of operating reserves.

Mission

THE ORGANIZATION RECOGNIZES AND PROMOTES ACADEMIC EXCELLENCE IN COLLEGE AND UNIVERSITY FAMILY AND CONSUMER SCIENCES PROGRAMS AND PROMOTES QUALITIES OF LEADERSHIP BY PROVIDING OPPORTUNITIES FOR SERVICES.

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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 $91,084

Program Service Revenue $0

Investment Income $36,608

Other Revenue $11,359

TOTAL REVENUE $139,051

Expense Breakdown

Grants Paid $500

Salaries & Benefits $76,759

Fundraising Expenses $5,857

Program Expenses $87,978

Other Expenses $67,298

TOTAL EXPENSES $144,557

Year-over-Year Comparison

	2024	2023	Change
Revenue	$139,051	$109,142	+0.3%
Expenses	$144,557	$130,711	+0.1%
Net Income	$-5,506	$-21,569	-0.7%

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

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

$70,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE CAMERON	FINANCE CHAIR	1.00	Director	$0	$0	$0
JENIFER READER	NATIONAL ADVISOR COUNCILOR	1.00	Director	$0	$0	$0
SONYA MEYER	EDUCATIONAL FOUNDATION CHA	1.00	Director	$0	$0	$0
SUSAN MILLER	NATIONAL PRESIDENT	1.00	Director	$0	$0	$0
ANN PAULINS	NATIONAL PRESIDENT ELECT	1.00	Director	$0	$0	$0
KENNEDY HALLING	NATIONAL ALUMNI COUNCILOR	1.00	Director	$0	$0	$0
MELISSA MARTIN	EXECUTIVE DIRECTOR	20.00	Officer	$70,400	$0	$70,400

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	$139,051	$144,557	$933,932	$-5,506
2024	No data	No data	No data	No data
2023	$116,547	$143,438	$961,001	$-26,891
2022	$117,888	$112,383	$987,890	$5,505
2021	$407,544	$113,196	$982,384	$294,348
2020	$106,291	$121,682	$704,534	$-15,391
2019	$149,728	$144,029	$703,434	$5,699
2018	$126,254	$134,522	$697,731	$-8,268

PHI UPSILON OMICRON INC