University of Texas Phi Endowment Fund (EIN 741501841) - 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

1956

Legal Domicile

Principal Officer

William Gray

Phone

5126982575

Tax Period

2024-01-01 to 2024-12-31

University of Texas Phi Endowment Fund, founded in 1956, is a micro nonprofit that reported $46K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $17K, a strong 36% operating margin.

Mission

To provide housing for the Texas Beta Chapter of Phi Delta Beta members.

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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 $0

Program Service Revenue $0

Investment Income $46,104

Other Revenue $0

TOTAL REVENUE $46,104

Expense Breakdown

Grants Paid $13,600

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $15,722

TOTAL EXPENSES $29,322

Year-over-Year Comparison

	2024	2023	Change
Revenue	$46,104	$41,887	+0.1%
Expenses	$29,322	$26,168	+0.1%
Net Income	$16,782	$15,719	+0.1%

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
William Gray	President	1.00	Officer Director	$0	$0	$0
Charles Tate	Vice President	0.50	Officer Director	$0	$0	$0
Carl McCaslin	Secretary	0.50	Officer Director	$0	$0	$0
Thomas Harper	Treasurer	0.50	Officer Director	$0	$0	$0
David Embry	Director	0.50	Director	$0	$0	$0
Kris Perryman	Director	0.50	Director	$0	$0	$0
Gifford Touchstone	Director	0.50	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	$46,104	$29,322	$1,302,770	$16,782
2023	$41,887	$26,168	$1,285,988	$15,719
2022	$35,563	$32,342	$1,270,269	$3,221
2021	$11	$18,918	$1,267,048	$-18,907
2020	$132	$9,387	$1,285,955	$-9,255
2019	$79,170	$108,692	$1,295,210	$-29,522
2018	$148,227	$249,455	$1,324,732	$-101,228

University of Texas Phi Endowment Fund