ALPHA UPSILON CHAPTER OF PHI GAMMA DELTA FRATERNITY HOUSE CORP (EIN 822367768) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

WAYNE ALDERMAN

Phone

3348217301

Tax Period

2025-01-01 to 2025-12-31

ALPHA UPSILON CHAPTER OF PHI GAMMA DELTA FRATERNITY HOUSE CORP, founded in 2017, is a small nonprofit in the Human Services sector that reported $177K in total revenue in fiscal year 2018. The organization ran a surplus of $87K, a strong 49% operating margin.

Mission

PROVIDING HOUSING AND FURNISHINGS FOR THE ALPHA UPSILON CHAPTER OF PHI GAMMA DELTA FRATERNITY AT AUBURN UNIVERSITY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $445,224

Investment Income $7,916

Other Revenue $0

TOTAL REVENUE $453,140

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $399,142

Other Expenses $399,142

TOTAL EXPENSES $399,142

Year-over-Year Comparison

	2025	2024	Change
Revenue	$453,140	$446,280	+0.0%
Expenses	$399,142	$458,074	-0.1%
Net Income	$53,998	$-11,794	-5.6%

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

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
WAYNE ALDERMAN	PRESIDENT	1.00	Director	$0	$0	$0
JAKE WILLIAMSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN BOLES	BOARD MEMBER	1.00	Director	$0	$0	$0
EDWARD SPENCER	BOARD MEMBER	1.00	Director	$0	$0	$0
NORMAN GODWIN	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT SPRAYBERRY	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEX MUNCIE	BOARD MEMBER	1.00	Director	$0	$0	$0
BRADLEY NORTHCUTT	BOARD MEMBER	1.00	Director	$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	$453,140	$399,142	$5,602,783	$53,998
2024	$446,280	$458,074	$5,714,538	$-11,794
2023	$469,976	$432,969	$5,860,706	$37,007
2022	$450,000	$410,110	$5,965,622	$39,890
2021	$486,029	$519,329	$6,062,372	$-33,300
2020	$511,160	$68,357	$3,171,533	$442,803
2019	$195,635	$53,893	$1,556,197	$141,742
2018	$176,833	$90,216	$1,414,455	$86,617

ALPHA UPSILON CHAPTER OF PHI GAMMA DELTA FRATERNITY HOUSE CORP