PHI KAPPA PSI KENTUCKY BETA HOUSING CORPORATION (EIN 611276076) - 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

1983

Legal Domicile

Principal Officer

ROBERT MULLOY

Phone

8598068472

Tax Period

2024-01-01 to 2024-12-31

PHI KAPPA PSI KENTUCKY BETA HOUSING CORPORATION, founded in 1983, is a micro nonprofit that reported $5K in total revenue in fiscal year 2024. Revenue fell 96% from the prior year — a significant decline worth monitoring. Expenses of $33K exceeded revenue, resulting in a 546% operating deficit.

Mission

TO PROVIDE HOUSING

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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 $0

Investment Income $3,611

Other Revenue $1,442

TOTAL REVENUE $5,053

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $32,651

TOTAL EXPENSES $32,651

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,053	$142,507	-1.0%
Expenses	$32,651	$243,030	-0.9%
Net Income	$-27,598	$-100,523	-0.7%

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

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
JOSH MITCHELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN SHUMAKER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT MULLOY	TREASURER	1.00	Officer Director	$0	$0	$0
MIKE SPARKMAN	FORMER TREASURER	1.00	Director	$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	No data	No data	No data	No data
2024	$5,053	$32,651	$86,032	$-27,598
2023	$142,507	$243,030	$113,630	$-100,523

PHI KAPPA PSI KENTUCKY BETA HOUSING CORPORATION