PHI GAMMA DELTA (EIN 636056644) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1962

Legal Domicile

Principal Officer

MASON BELCHER

Phone

3348211848

Tax Period

2023-09-01 to 2024-08-31

PHI GAMMA DELTA, founded in 1962, is a small nonprofit that reported $969K in total revenue in fiscal year 2017. Expenses of $914K left a modest 6% surplus.

Mission

PROVIDE ROOM AND BOARD, SCHOLARSHIP, AND PARTICIPATE IN PHILANTHROPIC ACTIVITIES FOR COLLEGE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,548,475

Program Service Revenue $0

Investment Income $53

Other Revenue $0

TOTAL REVENUE $1,548,528

Expense Breakdown

Grants Paid $0

Salaries & Benefits $75,507

Fundraising Expenses $0

Program Expenses $1,558,235

Other Expenses $1,482,728

TOTAL EXPENSES $1,558,235

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,548,528	$1,693,209	-0.1%
Expenses	$1,558,235	$1,609,550	0.0%
Net Income	$-9,707	$83,659	-1.1%

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

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
JOHN GIVENS	PRESIDENT	5.00	Officer Director	$0	$0	$0
MASON BELCHER	TREASURER	1.00	Officer Director	$0	$0	$0
CAMPBELL GARBER	RECORDING SECRETARY	1.00	Officer Director	$0	$0	$0
HARRISON HALL	CORRESPONDING SEC.	1.00	Officer Director	$0	$0	$0
JAMES TEEL	HISTORIAN	1.00	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
2024	$1,548,528	$1,558,235	$125,891	$-9,707
2023	$1,693,209	$1,609,550	$135,598	$83,659
2022	$1,572,605	$1,657,825	$51,939	$-85,220
2021	$913,561	$1,147,403	$137,295	$-233,842
2020	$1,008,169	$690,514	$371,137	$317,655
2019	$784,985	$866,786	$56,372	$-81,801
2018	$968,613	$914,009	$135,283	$54,604

PHI GAMMA DELTA