PHI KAPPA THETA FRATERNITY (EIN 586074021) - 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

1963

Legal Domicile

Principal Officer

Theo Jones

Phone

7068507650

Tax Period

2025-01-01 to 2025-12-31

PHI KAPPA THETA FRATERNITY, founded in 1963, is a small nonprofit in the Mutual Benefit sector that reported $272K in total revenue in fiscal year 2025. Expenses of $301K exceeded revenue, resulting in a 11% operating deficit.

Mission

The mission of Phi Kappa Theta fraternity at the University of Georgia is to develop a social, philanthropic, and intellectual brotherhood through observation, participation, service and leadership within the Chapter, University, and community.

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $277,278

Program Service Revenue $0

Investment Income $0

Other Revenue $-5,550

TOTAL REVENUE $271,728

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $158,490

Other Expenses $300,647

TOTAL EXPENSES $300,647

Year-over-Year Comparison

	2025	2024	Change
Revenue	$271,728	$252,722	+0.1%
Expenses	$300,647	$259,407	+0.2%
Net Income	$-28,919	$-6,685	+3.3%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mason Doonan	President	15.00	Officer	$0	$0	$0
Theo Jones	Vice President of Finance	15.00	Officer	$0	$0	$0
Ren Grimsley	VP of Intellectual Development	10.00	Officer	$0	$0	$0
Chigozie Nlewem	VP of Social Development	15.00	Officer	$0	$0	$0
Tristen Lewis	Vice President of Recruitment	15.00	Officer	$0	$0	$0
Jacob Weisberger	VP of Leadership Development	10.00	Officer	$0	$0	$0
Daniel Esiyok	VP of External Development	10.00	Officer	$0	$0	$0
Hayden Ellsworth	Vice President of House Development	15.00	Officer	$0	$0	$0
Luke Meehan	VP of Fraternal Development	10.00	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
2025	$271,728	$300,647	$55,791	$-28,919
2024	$252,722	$259,407	$84,710	$-6,685
2023	$253,795	$251,748	$94,913	$2,047

PHI KAPPA THETA FRATERNITY