PHI KAPPA THETA IOWA XI ALUMNI CHAPTER (EIN 871720034) - 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

2021

Legal Domicile

Principal Officer

MANNI BALIGNASAY

Phone

5154688361

Tax Period

2023-01-01 to 2023-12-31

PHI KAPPA THETA IOWA XI ALUMNI CHAPTER, founded in 2021, is a micro nonprofit in the Recreation & Sports sector that reported $42K in total revenue in fiscal year 2023. Revenue fell 44% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $14K, a strong 33% operating margin.

Mission

TO BE THE SOCIAL ENTITY FOR THE PHI KAPPA THETA IOWA XI CHAPTER, RESPONSIBLE FOR COLLECTING ANY DUES, RUNNING EVENTS, AND HOLDING ASSETS FOR FUNDS OUTSIDE OF THE PHI KAPPA THETA IOWA XI FOUNDATION.

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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 $42,831

Program Service Revenue $0

Investment Income $3,654

Other Revenue $-4,444

TOTAL REVENUE $42,041

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $28,021

TOTAL EXPENSES $28,021

Year-over-Year Comparison

	2023	2022	Change
Revenue	$42,041	$75,384	-0.4%
Expenses	$28,021	$66,960	-0.6%
Net Income	$14,020	$8,424	+0.7%

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
TED ANDERS	SECRETARY	N/A	Officer Director	$0	$0	$0
MANNI BALIGNASAY	PRESIDENT	N/A	Officer Director	$0	$0	$0
BOB HOMOLKA	VICE-PRESIDE	N/A	Officer Director	$0	$0	$0
JUSTIN SCHAUBROECK	TREASURER	N/A	Officer 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
2024	No data	No data	No data	No data
2023	$42,041	$28,021	$346,898	$14,020
2022	$75,384	$66,960	$329,570	$8,424
2021	$321,791	$645	$321,146	$321,146

PHI KAPPA THETA IOWA XI ALUMNI CHAPTER