PHI DELTA THETA FRATERNITY

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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

2017

Legal Domicile

Principal Officer

Braeden Savoy

Phone

8593080639

Tax Period

2023-07-01 to 2024-06-30

PHI DELTA THETA FRATERNITY, founded in 2017, is a small nonprofit that reported $169K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year.

Mission

Phi Delta Theta is a collegiate social fraternity founded on the principles of friendship, sound learning, and rectitude which seeks to develop our members into the greatest versions of themselves.

Program Service Accomplishments

Program 1

Expenses: $1,500 Revenue: $0

Philanthropy Chairman - donations to DanceBlue and the Golden Matrix Fund. Sponsored several dancers and gave additional gifts on behalf of the chapter team and families. Also participated in and...

Philanthropy Chairman - donations to DanceBlue and the Golden Matrix Fund. Sponsored several dancers and gave additional gifts on behalf of the chapter team and families. Also participated in and donated to philanthropy events hosted by other fraternities and sororities.

Program 2

Expenses: $9,440 Revenue: $0

Recruitment Chairman - allocated a budget to plan and execute recruitment activities for the chapter including group outings, meet & greets, dinners, and venue booking

Program 3

Expenses: $22,050 Revenue: $0

External Social Chairman - plans and executes fraternity formal events with outside organizations including mixers, formals, fundraisers and joint events.

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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 $169,125

Investment Income $0

Other Revenue $0

TOTAL REVENUE $169,125

Expense Breakdown

Grants Paid $3,275

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,990

Other Expenses $171,270

TOTAL EXPENSES $174,545

Year-over-Year Comparison

	2023	2022	Change
Revenue	$169,125	$179,618	-0.1%
Expenses	$174,545	$177,330	0.0%
Net Income	$-5,420	$2,288	-3.4%

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

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
Braeden Savoy	President	10	Officer Director Key Emp	$0	$0	$0
Cole Stammer	Treasurer	10	Officer Key Emp	$0	$0	$0
Henry Nachazel	Vice President	10	Officer	$0	$0	$0
Charlie Schroeter	Secretary	10	Officer	$0	$0	$0
Evan Korabik	Risk Manager	10	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
2024	$169,125	$174,545	$2,345	$-5,420
2023	$179,618	$177,330	$7,765	$2,288