PHI KAPPA TAU FRATERNITY

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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

1927

Legal Domicile

Principal Officer

LOGAN DOZIER

Phone

5095205032

Tax Period

2023-07-01 to 2024-06-30

PHI KAPPA TAU FRATERNITY, founded in 1927, is a small nonprofit that reported $376K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum.

Mission

ALL EXPENSES ARE RELATED TO FRATERNITY HOUSE OPERATIONS FOR MEMBERS OF PHI KAPPA TAU FRATERNITY.

Program Service Accomplishments

Program 1

ALL EXPENSES ARE RELATED TO FRATERNITY HOUSE OPERATIONS FOR MEMBERS OF PHI KAPPA TAU FRATERNITY.

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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 $8,427

Program Service Revenue $365,923

Investment Income $3

Other Revenue $1,650

TOTAL REVENUE $376,003

Expense Breakdown

Grants Paid $0

Salaries & Benefits $56,828

Fundraising Expenses $0

Other Expenses $322,559

TOTAL EXPENSES $379,387

Year-over-Year Comparison

	2023	2022	Change
Revenue	$376,003	$278,372	+0.4%
Expenses	$379,387	$292,402	+0.3%
Net Income	$-3,384	$-14,030	-0.8%

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

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
WILLIAM MCCLELLAND	PRESIDENT	5.00	Officer	$0	$0	$0
MALCOLM MADAWALA	VICE PRESIDE	3.00	Officer	$0	$0	$0
OSCAR VELA	TREASURER	3.00	Officer	$0	$0	$0
LOGAN DOZIER	ADVISOR	2.00	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	No data	No data	No data	No data
2024	$376,003	$379,387	$77,231	$-3,384
2023	$278,372	$292,402	$80,154	$-14,030
2022	$288,973	$403,421	$94,235	$-114,448
2021	$334,581	$312,925	$208,303	$21,656
2020	$425,511	$310,658	$185,227	$114,853
2019	$362,769	$348,346	$66,827	$14,423
2018	$257,429	$252,704	$42,455	$4,725