PHI SIGMA KAPPA PROPERTIES INC (EIN 611934336) - 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

2019

Legal Domicile

Principal Officer

JONATHAN LOWREY

Phone

8167019540

Tax Period

2023-07-01 to 2024-06-30

PHI SIGMA KAPPA PROPERTIES INC, founded in 2019, is a micro nonprofit in the Education sector that reported $90K in total revenue in fiscal year 2023. The organization ran a surplus of $29K, a strong 32% operating margin.

Mission

TO PROVIDED EDUCATION AND SUPPORT INLCUDING, BUT NOT LIMITED TO, HOUSING MANAGEMENT AND EDUCATION FOR UNDERGRADUATE MEMEBERS AND ALUMNI OF THE GRAND CHAPTER OF PHI SIGMAN KAPPA INC. TO FOSTER A COLLABORATIVE AND COOPERATIVE RELATIONSHIP,SOCIAL ACTIVITIES SHALL BE SPONSORED AND ENCOURAGED FOR MEMBERS TO FURTHER ITS EXEMPT PUROSES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $35,887

Investment Income $0

Other Revenue $54,120

TOTAL REVENUE $90,007

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $60,849

TOTAL EXPENSES $60,849

Year-over-Year Comparison

	2023	2022	Change
Revenue	$90,007	$84,854	+0.1%
Expenses	$60,849	$53,060	+0.1%
Net Income	$29,158	$31,794	-0.1%

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

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
SHAWN SHIVNEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
MIKE PALM	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PETE ANDERSON	SECRETARY	1.00	Officer Director	$0	$0	$0
BRIAN RADKE	AT LARGE	1.00	Officer Director	$0	$0	$0
JONATHAN LOWREY	TREASURER	1.00	Officer Director	$0	$0	$0
JIM MCGUIGAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID EPSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL GONZALEZ	DIRECTOR	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	$90,007	$60,849	$1,704,442	$29,158
2023	$84,854	$53,060	$1,671,858	$31,794
2022	$151,150	$71,583	$1,653,700	$79,567
2021	$94,894	$33,701	$1,572,316	$61,193

PHI SIGMA KAPPA PROPERTIES INC