PHI GAMMA DELTA FRATERNITY OMEGA CHI CHAPTER (EIN 821078366) - 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

2008

Principal Officer

KLYE WHEELAN

Phone

7147153186

Tax Period

2024-09-01 to 2025-08-31

PHI GAMMA DELTA FRATERNITY OMEGA CHI CHAPTER, founded in 2008, is a small nonprofit that reported $217K in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring.

Mission

THE PURPOSE OF THE ENTITY IS TO OPERATE THE LOCAL CHAPTER OF PHI GAMMA DELTA FRATERNITY OMEGA CHI CHAPTER AT CHAPMAN UNIVERSITY, A COLLEGE SOCIAL FRATERNITY. THE MISSION OF THE ORGANIZATION IS TO PROMOTE THE SOCIAL, INTELLECTUAL, AND MORAL DEVELOPMENT OF COLLEGE AND UNIVERSITY MEN, BOTH MEMBERS AND PLEDGES OF PHI GAMMA DELTA FRATERNITY. THE ORGANIZATION SPENDS RESOURCES TO SUPPORT THE EDUCATION OF MEMBERS, PROMOTE SOCIAL FUNCTIONS, AND SUPPORT PHILANTHROPIC CAUSES IN THE COMMUNITY. THE ORGANIZATION SPENDS EQUAL AMOUNTS OF TIME ON EACH MISSION IT SUPPORTS. THE ACTIVITIES ARE SUPPORTED THROUGH MEMBER DUES AND DONATIONS.

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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 $217,062

Investment Income $0

Other Revenue $0

TOTAL REVENUE $217,062

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $214,705

TOTAL EXPENSES $214,705

Year-over-Year Comparison

	2024	2023	Change
Revenue	$217,062	$334,057	-0.4%
Expenses	$214,705	$306,680	-0.3%
Net Income	$2,357	$27,377	-0.9%

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

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
MATTHEW FOLEY	CORRESPONDIN	10.00	Officer	$0	$0	$0
AARON NEWHARD	TREASURER	10.00	Officer	$0	$0	$0
KAMAAL SAMUEL	HISTORIAN	10.00	Officer	$0	$0	$0
CHARLIE SANNER	RECORDING SE	10.00	Officer	$0	$0	$0
KLYE WHEELAN	PRESIDENT	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	$217,062	$214,705	$3,786	$2,357

PHI GAMMA DELTA FRATERNITY OMEGA CHI CHAPTER