EPSILON OF PHI GAMMA DELTA INC (EIN 561386079) - 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

1851

Legal Domicile

Phone

9194592605

Tax Period

2023-01-01 to 2023-12-31

EPSILON OF PHI GAMMA DELTA INC, founded in 1851, is a small nonprofit that reported $235K in total revenue in fiscal year 2023. Net assets of $638K represent 33 months of operating reserves.

Mission

The corporation rents and maintains a fraternity house for undergraduate members of Epsilon of Phi Gamma Delta Inc.

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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 $0

Program Service Revenue $0

Investment Income $12

Other Revenue $235,406

TOTAL REVENUE $235,418

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $109,295

Other Expenses $242,487

TOTAL EXPENSES $242,487

Year-over-Year Comparison

	2023	2022	Change
Revenue	$235,418	$220,374	+0.1%
Expenses	$242,487	$269,562	-0.1%
Net Income	$-7,069	$-49,188	-0.9%

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
George T Barnes Jr	Treasurer	2.00	Officer	$0	$0	$0
John Hughes	House Maintenance Chair	2.00	Officer	$0	$0	$0
David Batten	President	2.00	Officer	$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
2024	No data	No data	No data	No data
2023	$235,418	$242,487	$986,596	$-7,069
2022	$220,374	$269,562	$1,021,871	$-49,188
2021	$203,671	$223,832	$1,098,675	$-20,161
2020	$118,790	$261,954	$1,145,023	$-143,164

EPSILON OF PHI GAMMA DELTA INC