Phi Alumnae of Delta Gamma Inc (EIN 840291090) - 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

1886

Legal Domicile

Principal Officer

SHANNON MACKENZIE

Phone

6144818169

Tax Period

2024-07-01 to 2025-06-30

Phi Alumnae of Delta Gamma Inc, founded in 1886, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $1.4M left a modest 12% surplus.

Mission

Provide a suitable social environment for collegiate 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 (2024)

Revenue Breakdown

Contributions & Grants $125,814

Program Service Revenue $1,473,602

Investment Income $1,738

Other Revenue $0

TOTAL REVENUE $1,601,154

Expense Breakdown

Grants Paid $0

Salaries & Benefits $176,275

Fundraising Expenses $3,205

Program Expenses $1,411,140

Other Expenses $1,234,865

TOTAL EXPENSES $1,414,345

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,601,154	$1,741,646	-0.1%
Expenses	$1,414,345	$1,242,711	+0.1%
Net Income	$186,809	$498,935	-0.6%

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

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
SHANNON MACKENZIE	President	10.00	Officer Director	$0	$0	$0
LESLEY DEFREES	Vice-President	10.00	Officer Director	$0	$0	$0
BARBARA PFENDLER	Treasurer	10.00	Officer Director	$0	$0	$0
ELIZABETH PAULSEN	Secretary	10.00	Officer Director	$0	$0	$0
LINDA MERRIFIELD	Director	5.00	Director	$0	$0	$0
Amanda Reymann	Director of Housing Operations	0.00	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	$1,601,154	$1,414,345	$3,540,296	$186,809
2024	$1,741,646	$1,242,711	$3,406,332	$498,935
2023	$980,515	$1,179,599	$2,964,494	$-199,084
2022	$1,124,914	$871,651	$2,783,328	$253,263
2021	$855,308	$857,295	$1,091,306	$-1,987

Phi Alumnae of Delta Gamma Inc