PHI KAPPA TAU FRATERNITY (EIN 730584811) - 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

1999

Legal Domicile

Phone

9729775700

Tax Period

2024-01-01 to 2024-12-31

PHI KAPPA TAU FRATERNITY, founded in 1999, is a small nonprofit that reported $211K in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring.

Mission

Social Organization; Fraternity House

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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 (2024)

Revenue Breakdown

Contributions & Grants $210,349

Program Service Revenue $0

Investment Income $0

Other Revenue $300

TOTAL REVENUE $210,649

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $20,280

Other Expenses $220,806

TOTAL EXPENSES $220,806

Year-over-Year Comparison

	2024	2023	Change
Revenue	$210,649	$349,696	-0.4%
Expenses	$220,806	$281,216	-0.2%
Net Income	$-10,157	$68,480	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Sutton	Treasurer	5.00	Officer Director	$0	$0	$0
David Miller	President	5.00	Officer Director	$0	$0	$0
Levi Bishop	Secretary	5.00	Officer Director	$0	$0	$0
Chris Davenport	Vice President	5.00	Officer Director	$0	$0	$0
Jared Hake	Director	1.00	Director	$0	$0	$0
Fran Maxwell	Director	1.00	Director	$0	$0	$0
Monte Stewart	Director	1.00	Director	$0	$0	$0
Aaron Curry	Director	1.00	Director	$0	$0	$0
Isaac Meister	Director	1.00	Director	$0	$0	$0
Ben Frazier	Director	1.00	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	$210,649	$220,806	$261,876	$-10,157
2023	$349,696	$281,216	$308,226	$68,480
2022	$380,020	$412,882	$274,684	$-32,862
2021	$340,955	$367,697	$341,357	$-26,742
2020	$289,618	$278,209	$273,272	$11,409
2019	$298,411	$293,146	$292,424	$5,265
2018	$340,621	$329,215	$317,750	$11,406

PHI KAPPA TAU FRATERNITY