PHI DELTA THETA FRATERNITY - TEXAS… - Form 990 Financial Data

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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

Principal Officer

COLE RUMSEY

Phone

8067866974

Tax Period

2024-06-01 to 2025-05-31

PHI DELTA THETA FRATERNITY - TEXAS EPSILON CHAPTER is a small nonprofit that reported $356K in total revenue in fiscal year 2024. Expenses of $338K left a modest 5% surplus.

Mission

SOCIAL CLUB - FRATERNITY

Program Service Accomplishments

Program 1

THE FRATERNITY SPONSORS SOCIAL ACTIVITIES SUCH AS DANCES, COOKOUTS, AND OTHER ACTIVITIES FOR ITS MEMBERS.

Program 2

THE FRATERNITY COLLECTS DUES AND FEES FROM ITS MEMBERS WHICH ARE REMITTED TO THE NATIONAL FRATERNITY.

Program 3

THE FRATERNITY SPONSORS ACTIVITIES DESIGNED TO INCREASE ITS MEMBERSHIP.

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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 $355,662

Investment Income $438

Other Revenue $0

TOTAL REVENUE $356,100

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $337,718

TOTAL EXPENSES $337,718

Year-over-Year Comparison

	2024	2023	Change
Revenue	$356,100	$350,410	+0.0%
Expenses	$337,718	$332,952	+0.0%
Net Income	$18,382	$17,458	+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

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
COLE RUMSEY	PRESIDENT	N/A	Officer	$0	$0	$0
PRESTON SCHMID	VICE-PRESIDE	N/A	Officer	$0	$0	$0
ELI HUGGINS	TREASURER	N/A	Officer	$0	$0	$0
DR ROBERT KING	CHAPTER ADVI	N/A	Officer	$0	$0	$0
JOHN ZWIACHER	FINANCIAL AD	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	$356,100	$337,718	$39,071	$18,382
2024	$350,410	$332,952	$20,689	$17,458
2023	$347,875	$360,781	$3,231	$-12,906
2022	$479,524	$537,728	$16,137	$-58,204
2021	$346,335	$369,590	$74,341	$-23,255
2020	$378,478	$332,027	$97,596	$46,451
2019	$374,751	$396,558	$51,147	$-21,807
2018	$366,591	$324,960	$72,952	$41,631

PHI DELTA THETA FRATERNITY - TEXAS EPSILON CHAPTER