PHI GAMMA DELTA FRATERNITY HOUSE CORP (EIN 636103404) - 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

2003

Legal Domicile

Principal Officer

CLAIBORNE MORRIS

Phone

2055417620

Tax Period

2022-09-01 to 2023-08-31

PHI GAMMA DELTA FRATERNITY HOUSE CORP, founded in 2003, is a small nonprofit that reported $325K in total revenue in fiscal year 2017. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $178K, a strong 55% operating margin.

Mission

TO PROVIDE THE OWNERSHIP AND MAINTENANCE OF A HOUSE FOR AN UNDERGRADUATE CHAPTER OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $3,000

Program Service Revenue $224,000

Investment Income $81,391

Other Revenue $1,550

TOTAL REVENUE $309,941

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $151,993

Other Expenses $151,993

TOTAL EXPENSES $151,993

Year-over-Year Comparison

	2022	2021	Change
Revenue	$309,941	$353,161	-0.1%
Expenses	$151,993	$346,828	-0.6%
Net Income	$157,948	$6,333	+23.9%

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
KURT HOPPER	PRESIDENT	5.00	Officer Director	$0	$0	$0
CLAIBORNE MORRIS	TREASURER	5.00	Officer Director	$0	$0	$0
TAYLOR MCELROY	SECRETARY	5.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$309,941	$151,993	$3,736,455	$157,948
2022	$353,161	$346,828	$3,585,278	$6,333
2021	$408,286	$135,546	$3,439,878	$272,740
2020	$258,467	$170,997	$3,160,721	$87,470
2019	$388,260	$190,862	$3,144,140	$197,398
2018	$325,099	$147,281	$3,062,765	$177,818

PHI GAMMA DELTA FRATERNITY HOUSE CORP