MISSISSIPPI BETA CHAPTER OF PHI DELTA THETA (EIN 640792970) - 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

Legal Domicile

Principal Officer

JACOB WELCH

Phone

6623247388

Tax Period

2022-07-01 to 2023-06-30

MISSISSIPPI BETA CHAPTER OF PHI DELTA THETA is a small nonprofit that reported $179K in total revenue in fiscal year 2022. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $166K left a modest 7% surplus.

Mission

A FRATERNAL ORGANIZATION OF MEN DESIGNED TO CONTRIBUTE TO THE PROVISION OF THEIR RESPECTIVE COMMUNITY ALONG WITH ENHANCING THE SOCIAL AND EDUCATIONAL BENEFITS OF ITS MEMBERS, AND THE MEMBERS OF THE RESPECTIVE COMMUNITY AND UNIVERSITY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $178,317

Investment Income $138

Other Revenue $50

TOTAL REVENUE $178,505

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $165,524

TOTAL EXPENSES $165,524

Year-over-Year Comparison

	2022	2021	Change
Revenue	$178,505	$156,676	+0.1%
Expenses	$165,524	$195,435	-0.2%
Net Income	$12,981	$-38,759	-1.3%

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

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
JACOB WELCH	PRESIDENT	N/A	Officer	$0	$0	$0
LOFTIN WEBBER	VICE PRESIDE	N/A	Officer	$0	$0	$0
CHARLIE MEEK	SECRETARY	N/A	Officer	$0	$0	$0
SPENCER HARDIN	TREASURER	N/A	Officer	$0	$0	$0
BEN TALLANT	CO-RUSH CHAI	N/A	Officer	$0	$0	$0
TYLER DOPP	CO-RUSH CHAI	N/A	Officer	$0	$0	$0
ZACKERY PETROFF	SOCIAL CHAIR	N/A	Officer	$0	$0	$0
AUSTIN HILL	PLEDGE TRAIN	N/A	Officer	$0	$0	$0
CONNOR GREER	PHILANTHROPY	N/A	Officer	$0	$0	$0
JACK MULHOLLAND	HOUSE MANAGE	N/A	Officer	$0	$0	$0
AIDEN QUAVE	SCHOLARSHIP	N/A	Officer	$0	$0	$0
WADE SCOTT	WARDEN	N/A	Officer	$0	$0	$0
SPENCER BROOCKS	ADVISOR	N/A	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	$178,505	$165,524	$82,739	$12,981
2022	$156,676	$195,435	$69,758	$-38,759
2021	$135,888	$79,885	$108,517	$56,003
2020	$94,573	$80,530	$52,514	$14,043
2019	$146,222	$138,916	$36,066	$7,306

MISSISSIPPI BETA CHAPTER OF PHI DELTA THETA