PHI KAPPA THETA IOWA XI FOUNDATION

EIN: 872433636 501(c)(3) Human Services

AMES, IA

Total Revenue
$55,796
Total Expenses
$7,633
Total Assets
$893,216
Net Assets
$893,216
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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
IA
Principal Officer
JOE RUDE
Phone
5154688361
Tax Period
2023-01-01 to 2023-12-31

PHI KAPPA THETA IOWA XI FOUNDATION, founded in 2021, is a micro nonprofit in the Human Services sector that reported $56K in total revenue in fiscal year 2023. Revenue fell 59% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $48K, a strong 86% operating margin.

Mission

TO HOLD FUNDS, COLLECT DONATIONS THROUGHOUT THE YEAR, AND ISSUE GRANTS CONSISTENT WITH THE PURPOSE OF EACH FUND AND/OR ENDOWMENT.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $38,022
Program Service Revenue $0
Investment Income $17,774
Other Revenue $0
TOTAL REVENUE $55,796

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,000
Other Expenses $7,633
TOTAL EXPENSES $7,633

Year-over-Year Comparison

2023 2022 Change
Revenue $55,796 $135,267 -0.6%
Expenses $7,633 $18,352 -0.6%
Net Income $48,163 $116,915 -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

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Governance

Voting Members
3
Independent Members
3
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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANDREW MERCER TREASURER N/A
Officer Director
$0 $0 $0
JOE RUDE PRESIDENT N/A
Officer Director
$0 $0 $0
JIM WILLER VICE-PRESIDE 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 $55,796 $7,633 $893,216 $48,163
2022 $135,267 $18,352 $790,869 $116,915
2021 $742,722 $648 $742,074 $742,074
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