PHI MU FRATERNITY INC (EIN 620533776) - 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

LYNN MCGRAW

Phone

7706322090

Tax Period

2024-07-01 to 2025-06-30

PHI MU FRATERNITY INC, founded in 1904, is a community nonprofit that reported $7.0M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $6.2M left a modest 12% surplus.

Mission

FOUNDED IN 1852, PHI MU IS A WOMEN'S ORGANIZATION WHICH PROVIDES PERSONAL AND ACADEMIC DEVELOPMENT, SERVICE TO OTHERS, COMMITMENT TO EXCELLENCE,AND LIFELONG FRIENDSHIP THROUGH A SHARED TRADITION.

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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 $4,955,921

Program Service Revenue $1,133,036

Investment Income $231,496

Other Revenue $715,777

TOTAL REVENUE $7,036,230

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,436,477

Fundraising Expenses $0

Program Expenses $2,901,800

Other Expenses $3,785,914

TOTAL EXPENSES $6,222,391

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,036,230	$6,207,056	+0.1%
Expenses	$6,222,391	$5,386,265	+0.2%
Net Income	$813,839	$820,791	0.0%

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

150

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
ELLEN BOWER	NATIONAL VP	N/A	Officer Director	$0	$0	$0
JESSICA BRADY	NATIONAL VP	N/A	Officer Director	$0	$0	$0
SHANNON GIBBS	NATIONAL VP	N/A	Officer Director	$0	$0	$0
SARAH MARKS	NATIONAL VP	N/A	Officer Director	$0	$0	$0
LYNN MCGRAW	NATIONAL PRE	N/A	Officer Director	$0	$0	$0
KENDRA PICKENS	NATIONAL VP	N/A	Officer Director	$0	$0	$0
JEN WU	NATIONAL VP	N/A	Officer 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	$7,036,230	$6,222,391	$36,661,592	$813,839
2024	$6,207,056	$5,386,265	$34,186,220	$820,791
2023	$7,308,750	$6,433,972	$31,031,034	$874,778
2022	$5,230,581	$4,224,764	$29,222,626	$1,005,817
2021	$6,223,059	$3,050,330	$29,811,184	$3,172,729
2020	$5,908,861	$5,293,220	$23,040,281	$615,641
2018	$6,155,305	$5,593,019	$19,824,841	$562,286

PHI MU FRATERNITY INC