Phi Kappa Theta Fraternity (EIN 581481060) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1961

Legal Domicile

Principal Officer

Dustin Emhart

Phone

6787124342

Tax Period

2024-01-01 to 2024-12-31

Phi Kappa Theta Fraternity, founded in 1961, is a small nonprofit that reported $114K in total revenue in fiscal year 2024. The organization ran a surplus of $57K, a strong 50% operating margin.

Mission

Providing the undergraduate chapter of Phi Kappa Theta and their alumni an organized way to stay together and provide more services for its members.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $79

Program Service Revenue $90,000

Investment Income $24,375

Other Revenue $0

TOTAL REVENUE $114,454

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $52,575

TOTAL EXPENSES $57,075

Year-over-Year Comparison

	2024	2023	Change
Revenue	$114,454	$114,603	0.0%
Expenses	$57,075	$44,798	+0.3%
Net Income	$57,379	$69,805	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Dustin Emhart	Treasurer	2.00	Officer	$0	$0	$0
Matthew Dacey-Koo	President	2.00	Officer	$0	$0	$0
Daniel Tuten	Secretary	1.00	Officer	$0	$0	$0
Derrick Adams	Vice President	1.00	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	$114,454	$57,075	$1,136,190	$57,379
2023	$114,603	$44,798	$1,035,565	$69,805
2022	$98,765	$52,304	$919,306	$46,461
2021	$90,351	$40,097	$910,506	$50,254
2020	$93,520	$105,894	$863,868	$-12,374
2019	$106,319	$65,716	$875,575	$40,603
2018	$95,622	$28,120	$833,035	$67,502

Phi Kappa Theta Fraternity