PHI SIGMA PHI NATIONAL FRATERNITY … - Form 990 Financial Data

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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

1988

Legal Domicile

Tax Period

2020-07-01 to 2021-06-30

PHI SIGMA PHI NATIONAL FRATERNITY INC, founded in 1988, is a micro nonprofit that reported $87K in total revenue in fiscal year 2020. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $31K, a strong 36% operating margin.

Mission

NATIONAL SOCIAL FRATERNITY

Program Service Accomplishments

Program 1

Expenses: $55,972

CONDUCT NATIONAL AND REGIONAL STAFF MEETINGS TO PROVIDE EDUCATIONAL SEMINARS AND ENHANCE LEADERSHIP QUALITIES FOR THE MEMBERSHIP THROUGH CLASSES SEMINARS AND MEMBERSHIP MATERIALS

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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 (2020)

Revenue Breakdown

Contributions & Grants $57,225

Program Service Revenue $0

Investment Income $29,637

Other Revenue $0

TOTAL REVENUE $86,862

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,500

Fundraising Expenses $0

Program Expenses $55,972

Other Expenses $49,472

TOTAL EXPENSES $55,972

Year-over-Year Comparison

	2020	2019	Change
Revenue	$86,862	$79,372	+0.1%
Expenses	$55,972	$37,902	+0.5%
Net Income	$30,890	$41,470	-0.3%

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

$6,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRANDON GREEN	EXECUTIVE DIRECTOR	30.00	Officer	$6,500	$0	$6,500
JOE SHARPE	NATIONAL VP	1.00	Officer	$0	$0	$0
MIKE BRENNAN	NATIONAL VP	1.00	Officer	$0	$0	$0
DUSTIN BLANKENSHIP	PRESIDENT	1.00	Officer	$0	$0	$0
PAUL JAROSH	NATIONAL VP	1.00	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
2021	$86,862	$55,972	$125,120	$30,890

PHI SIGMA PHI NATIONAL FRATERNITY INC