PHI DELTA THETA FRATERNITY WASHINGTON BETA CHAPTER (EIN 910640792) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1915

Legal Domicile

Principal Officer

LUC RUMPELTES

Tax Period

2017-07-01 to 2018-06-30

PHI DELTA THETA FRATERNITY WASHINGTON BETA CHAPTER, founded in 1915, is a small nonprofit that reported $265K in total revenue in fiscal year 2017. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $252K left a modest 5% surplus.

Mission

UNDERGRADUATE CHAPTER OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $265,021

Investment Income $0

Other Revenue $0

TOTAL REVENUE $265,021

Expense Breakdown

Grants Paid $0

Salaries & Benefits $40,789

Fundraising Expenses $0

Other Expenses $211,649

TOTAL EXPENSES $252,438

Year-over-Year Comparison

	2017	2016	Change
Revenue	$265,021	$221,345	+0.2%
Expenses	$252,438	$256,617	0.0%
Net Income	$12,583	$-35,272	-1.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

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
NATHAN SMITH	ALUMNI SECRE	5.00	Officer	$0	$0	$0
SHERWIN AMSBAUGH	CHAPLAIN	5.00	Officer	$0	$0	$0
NIKHIL LONBERG	PHILANTHROPY	5.00	Officer	$0	$0	$0
NATHAN SMITH	HISTORIAN	5.00	Officer	$0	$0	$0
NATHAN KRUGER	NEW MEMBER E	5.00	Officer	$0	$0	$0
LUC RUMPELTES	PRESIDENT	5.00	Officer	$0	$0	$0
ANDREAS MELLER	RISK MGMT CH	5.00	Officer	$0	$0	$0
MITCHEL KELLER	SECRETARY	5.00	Officer	$0	$0	$0
SHEN NING CHANG	SOCIAL CHAIR	5.00	Officer	$0	$0	$0
RILEY ELLINGSEN	TREASURER	5.00	Officer	$0	$0	$0
CHARLIE FLEISHER	VICE PRESIDE	5.00	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
2018	$265,021	$252,438	$38,120	$12,583

PHI DELTA THETA FRATERNITY WASHINGTON BETA CHAPTER