Alabama Beta Chapter of Phi Delta Theta Fraternity (EIN 911903532) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1879

Legal Domicile

Principal Officer

George Pelekis

Phone

5135236345

Tax Period

2024-07-01 to 2025-06-30

Alabama Beta Chapter of the Phi Delta Theta Fraternity, founded in 2023, is a small nonprofit that reported $902K in total revenue in fiscal year 2023. Expenses of $833K left a modest 8% surplus.

Mission

Social Club - Fraternity: 172 members.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $8,000

Program Service Revenue $895,281

Investment Income $0

Other Revenue $-3,000

TOTAL REVENUE $900,281

Expense Breakdown

Grants Paid $7,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $929,407

TOTAL EXPENSES $936,407

Year-over-Year Comparison

	2024	2023	Change
Revenue	$900,281	$901,706	0.0%
Expenses	$936,407	$832,927	+0.1%
Net Income	$-36,126	$68,779	-1.5%

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

172

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
Cameron McRae	President (start Jan 25)	8	Officer Director	$0	$0	$0
Blake Adams	President (end Dec 24)	8	Officer Director	$0	$0	$0
Kase McElwee	Vice President (start Jan 25)	6	Officer Director	$0	$0	$0
Michael Hawkins	Vice President (end Dec 24)	6	Officer Director	$0	$0	$0
Charlie Wilson	Treasurer (start Jan 25)	6	Officer Director	$0	$0	$0
Wilson Thrift	Treasurer (end Dec 24)	6	Officer Director	$0	$0	$0
George Pelekis	Secretary (start Jan 25)	3	Officer Director	$0	$0	$0
Brook Roberts	Secretary (end Dec 24)	3	Officer Director	$0	$0	$0
Jonathan Kerns	Warden/Risk Manager (start Jan 25)	4	Officer Director	$0	$0	$0
Zachary Lightfoot	Warden/Risk Manager (end Dec 24)	4	Officer Director	$0	$0	$0
Elijah Hayslip	Recruitment Chairman (start Jan 25)	2	Officer Director	$0	$0	$0
Cameron McRae	Recruitment Chairman (end Dec 24)	2	Officer Director	$0	$0	$0
Jacob Grant	Social Chairman (start Jan 25)	3	Officer Director	$0	$0	$0
Kase McElwee	Social Chairman (end Dec 24)	3	Officer Director	$0	$0	$0
Oliver Largue	House Manager (start Jan 25)	4	Officer Director	$0	$0	$0
Max Johnston	House Manager (end Dec 24)	4	Officer Director	$0	$0	$0
Jack SIms	Phikeia Educator (start Jan 25)	3	Officer Director	$0	$0	$0
Frederick Osborn	Phikeia Educator (end Dec 24)	3	Officer Director	$0	$0	$0
Zach Lightfoot	Chaplain (start Jan 25)	1	Officer	$0	$0	$0
Caleb Harwell	Chaplain (end Dec 24)	1	Officer	$0	$0	$0
Brayden William	Historian (start Jan 25)	1	Officer	$0	$0	$0
Mason Sloan	Historian (end Dec 24)	1	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	$900,281	$936,407	$128,907	$-36,126
2024	$901,706	$832,927	$165,033	$68,779

Alabama Beta Chapter of Phi Delta Theta Fraternity