DELTA IOTA UNDERGRADUATES OF PHI GAMMA D (EIN 814229486) - 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

1994

Legal Domicile

Principal Officer

JEFFREY KNAKE

Phone

6129863859

Tax Period

2023-01-01 to 2023-12-31

DELTA IOTA UNDERGRADUATES OF PHI GAMMA D, founded in 1994, is a micro nonprofit that reported $57K in total revenue in fiscal year 2023. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $88K exceeded revenue, resulting in a 54% operating deficit.

Mission

TO PROMOTE LIFELONG FRIENDSHIPS TO REAFFIRM HIGH ETHICAL STANDARDS AND VALUES AND TO FOSTER PERSONAL DEVELOPMENT IN THE PURSUIT OF EXCELLENCE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $57,080

Investment Income $0

Other Revenue $0

TOTAL REVENUE $57,080

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $88,051

TOTAL EXPENSES $88,051

Year-over-Year Comparison

	2023	2022	Change
Revenue	$57,080	$111,862	-0.5%
Expenses	$88,051	$136,219	-0.4%
Net Income	$-30,971	$-24,357	+0.3%

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
WILLIAM FRANCK	CHAPTER PRESIDENT	25.00	Officer	$0	$0	$0
VARTAN AVEDOURNIAN	CHAPTER TREASURER	15.00	Officer	$0	$0	$0
MAYNOR MARTINEZ	CORRESPONDING SECRETARY	5.00	Officer	$0	$0	$0
JP PETERSON	HISTORIAN	5.00	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
2023	$57,080	$88,051	$42,605	$-30,971
2022	$111,862	$136,219	$41,135	$-24,357
2021	$149,630	$153,258	$45,334	$-3,628
2020	$195,471	$204,472	$65,299	$-9,001
2019	$276,548	$323,371	$42,683	$-46,823
2018	$253,712	$247,713	$39,483	$5,999

DELTA IOTA UNDERGRADUATES OF PHI GAMMA D