PHI MU ALPHA SINFONIA FRATERNITY OF AMER (EIN 610435245) - 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

1904

Legal Domicile

Principal Officer

STEPHEN C WALKER

Phone

8128672433

Tax Period

2024-06-01 to 2025-05-31

PHI MU ALPHA SINFONIA FRATERNITY OF AMER, founded in 1904, is a small nonprofit that reported $822K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $744K left a modest 9% surplus.

Mission

THE DEVELOPMENT OF THE BEST AND TRUEST FRATERNAL SPIRIT; THE MUTUAL WELFARE AND BROTHERHOOD OF MUSICAL STUDENTS; THE ADVANCEMENT OF MUSIC IN AMERICA, AND A LOYALTY TO THE ALMA MATER.

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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 $0

Program Service Revenue $815,177

Investment Income $6,106

Other Revenue $488

TOTAL REVENUE $821,771

Expense Breakdown

Grants Paid $0

Salaries & Benefits $57,607

Fundraising Expenses $0

Other Expenses $686,215

TOTAL EXPENSES $743,822

Year-over-Year Comparison

	2024	2023	Change
Revenue	$821,771	$865,567	-0.1%
Expenses	$743,822	$545,405	+0.4%
Net Income	$77,949	$320,162	-0.8%

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

$7,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KYLE C COLEMAN	NATIONAL PRESIDENT	2.00	Officer Director	$0	$0	$0
WESLEY J TAYLOR	NATIONAL VP	2.00	Officer Director	$0	$0	$0
JESSE A REYES	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
J ANDREW OWEN	NATIONAL HISTORIAN	2.00	Officer Director	$0	$0	$0
JARED IVORY	EXECUTIVE DIRECTOR	40.00	Officer	$7,500	$0	$7,500

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	$821,771	$743,822	$1,067,492	$77,949
2024	$865,567	$545,405	$1,805,282	$320,162
2022	$856,540	$1,217,697	$1,513,364	$-361,157
2021	$817,325	$1,275,413	$1,260,521	$-458,088
2020	$1,001,311	$1,153,591	$1,339,469	$-152,280
2019	$1,744,272	$2,574,772	$1,461,743	$-830,500
2018	$1,264,565	$1,307,612	$2,240,112	$-43,047

PHI MU ALPHA SINFONIA FRATERNITY OF AMER