PI KAPPA PHI FRATERNITY (EIN 570340150) - 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

1907

Legal Domicile

Principal Officer

MATTHEW ZELLARS

Phone

7045040888

Tax Period

2024-07-01 to 2025-06-30

PI KAPPA PHI FRATERNITY, founded in 1907, is a community nonprofit that reported $7.4M in total revenue in fiscal year 2024.

Mission

TO PROMOTE FELLOWSHIP AND MUTUAL TRUST, UPHOLD THE TRADITIONS AND IDEALS OF ITS HOST COLLEGES, ENCOURAGE SCHOLARSHIP AND THE HIGH IDEALS OF CHRISTIAN MANHOOD AND GOOD CITIZENSHIP

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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 $332,431

Program Service Revenue $5,943,507

Investment Income $95,072

Other Revenue $1,039,236

TOTAL REVENUE $7,410,246

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,485,087

Fundraising Expenses $0

Program Expenses $7,413,111

Other Expenses $3,928,024

TOTAL EXPENSES $7,413,111

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,410,246	$7,651,700	0.0%
Expenses	$7,413,111	$6,650,513	+0.1%
Net Income	$-2,865	$1,001,187	-1.0%

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

$513,679

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE BRADY	PRESIDENT	0.00	Officer Director	$0	$0	$0
WALLY WAHLFELDT	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
ANDRAE TURNER	TREASURER	0.00	Officer Director	$0	$0	$0
BEN BUSH	SECRETARY	0.00	Officer Director	$0	$0	$0
WILLIAM RUSSELL FAULKNER	HISTORIAN	0.00	Officer Director	$0	$0	$0
DWAYNE TODD	CHANCELLOR	0.00	Officer Director	$0	$0	$0
TODD SARGENT	CHAPLAIN	0.00	Officer Director	$0	$0	$0
JAKE HENDERSON	C.E.O.	40.00	Officer	$286,667	$8,564	$295,231
BRANDON BELOTE	C.O.O	40.00	Officer	$107,500	$6,224	$113,724
MATTHEW ZELLERS	C.F.O.	40.00	Officer	$98,500	$6,224	$104,724

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	$7,410,246	$7,413,111	$12,560,974	$-2,865
2024	$7,651,700	$6,650,513	$12,806,295	$1,001,187
2023	$5,392,809	$5,402,788	$8,187,054	$-9,979
2022	$6,117,819	$5,963,293	$8,562,340	$154,526
2021	$5,049,018	$5,441,957	$8,164,146	$-392,939
2020	$5,436,341	$5,642,681	$8,024,947	$-206,340
2019	$6,407,196	$6,612,512	$8,501,056	$-205,316
2018	$5,392,660	$5,263,691	$8,783,796	$128,969

PI KAPPA PHI FRATERNITY