PHI KAPPA PSI RI BETA COLONY (EIN 812923188) - 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

2016

Legal Domicile

Principal Officer

THOMAS PETRIE

Phone

2014218935

Tax Period

2025-01-01 to 2025-12-31

PHI KAPPA PSI RI BETA COLONY, founded in 2016, is a small nonprofit that reported $118K in total revenue in fiscal year 2025. Revenue decreased 19% compared to the prior year. Expenses of $134K exceeded revenue, resulting in a 13% operating deficit.

Mission

COLLEGIATE CHAPTER OF A NATIONAL FRATERNITY TO PROMOTE THE SOCIAL INTERACTION AMONG UNDERGRADUATE 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 (2025)

Revenue Breakdown

Contributions & Grants $100,140

Program Service Revenue $17,651

Investment Income $0

Other Revenue $0

TOTAL REVENUE $117,791

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $106,254

Other Expenses $133,539

TOTAL EXPENSES $133,539

Year-over-Year Comparison

	2025	2024	Change
Revenue	$117,791	$145,980	-0.2%
Expenses	$133,539	$121,688	+0.1%
Net Income	$-15,748	$24,292	-1.6%

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

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
CODY EATON	PRESIDENT	10.00	Officer	$0	$0	$0
BOBBY NEWSOME	SECRETARY	5.00	Officer	$0	$0	$0
ERIC PETRIE	TREASURER	10.00	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
2025	$117,791	$133,539	$3,853	$-15,748
2024	$145,980	$121,688	$19,601	$24,292
2023	$114,212	$118,854	$-4,691	$-4,642
2022	$104,454	$120,338	$-49	$-15,884
2021	$88,374	$77,953	$15,835	$10,421
2020	$42,805	$40,290	$5,414	$2,515
2019	$55,815	$77,074	$2,899	$-21,259

PHI KAPPA PSI RI BETA COLONY