LAMDA TAU CHAPTER OF PHI GAMMA DELTA (EIN 756055201) - 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

Tax Period

2018-09-01 to 2019-08-31

LAMDA TAU CHAPTER OF PHI GAMMA DELTA is a small nonprofit in the Mutual Benefit sector that reported $337K in total revenue in fiscal year 2018. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

FRATERNAL ORGANIZATION OF MEN AT TEXAS TECH 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 (2018)

Revenue Breakdown

Contributions & Grants $24,802

Program Service Revenue $312,280

Investment Income $27

Other Revenue $0

TOTAL REVENUE $337,109

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $343,448

TOTAL EXPENSES $343,448

Year-over-Year Comparison

	2018	2017	Change
Revenue	$337,109	$301,041	+0.1%
Expenses	$343,448	$303,643	+0.1%
Net Income	$-6,339	$-2,602	+1.4%

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

N/A

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 CAREY	President	10.00	Officer	$0	$0	$0
TRISTAN THATCHER	Treasurer	5.00	Officer	$0	$0	$0
ANDREW GILLESPIE	Secretary	2.00	Officer	$0	$0	$0
JACK TORREY	Secretary	2.00	Officer	$0	$0	$0
NATE KOFORD	Historian	2.00	Officer	$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
2019	$337,109	$343,448	$69,048	$-6,339
2018	$301,041	$303,643	$47,799	$-2,602

LAMDA TAU CHAPTER OF PHI GAMMA DELTA