PHI LAMBDA SIGMA (EIN 630812741) - 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

1965

Principal Officer

BRANDON JENNINGS

Phone

8042403615

Tax Period

2025-01-01 to 2025-12-31

PHI LAMBDA SIGMA, founded in 1965, is a small nonprofit that reported $239K in total revenue in fiscal year 2025. Expenses of $264K exceeded revenue, resulting in a 10% operating deficit.

Mission

ENCOURAGE AND RECOGNIZE LEADERSHIP WITHIN PHARMACY

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,000

Program Service Revenue $235,904

Investment Income $2,136

Other Revenue $0

TOTAL REVENUE $239,040

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $161,369

Other Expenses $263,646

TOTAL EXPENSES $263,646

Year-over-Year Comparison

	2025	2024	Change
Revenue	$239,040	$234,168	+0.0%
Expenses	$263,646	$331,688	-0.2%
Net Income	$-24,606	$-97,520	-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

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

$84,834

Total Directors

$5,582

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRANDON JENNINGS	EXECUTIVE DI	N/A	Officer	$0	$0	$78,234
MARY EULER	ASSOC EXEC D	N/A	Officer	$0	$0	$0
HOAI-AN TRUONG	BOARD PRESID	N/A	Officer	$0	$0	$0
JACYLN COLE	TREASURER	N/A	Officer	$6,600	$0	$6,600
CAROLINE LINDSAY KO	BOARD IMMEDI	N/A	Officer	$0	$0	$0
ERIN BALLENTINE	BOARD PRESID	N/A	Officer	$0	$0	$0
ASHLEE GREENE	BD MEMBER AT	N/A	Director	$0	$0	$0
QUANSHAUL VINSON	BD MEMBER AT	N/A	Director	$0	$0	$0
KAMRYN FLEMING	BD SPEAKER O	N/A	Director	$0	$0	$0
JAMIE WAGNER	PARLIAMENTAR	N/A	Officer Director	$0	$0	$0
KENDALL KERR	STUDENT INTE	N/A	Director	$2,222	$0	$2,222
HALEY MCKEEFER	DIGITAL MARK	N/A	Director	$3,360	$0	$3,360

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	$239,040	$263,646	$370,883	$-24,606
2024	$234,168	$331,688	$364,344	$-97,520
2023	$229,947	$266,569	$350,020	$-36,622
2022	$225,880	$257,515	$351,975	$-31,635
2021	$209,153	$179,046	$343,303	$30,107
2020	$202,519	$162,637	$321,682	$39,882

PHI LAMBDA SIGMA