PHI DELTA THETA FRATERNITY (EIN 941264269) - 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

1954

Legal Domicile

Phone

9164451067

Tax Period

2024-07-01 to 2025-06-30

PHI DELTA THETA FRATERNITY, founded in 1954, is a small nonprofit in the Education sector that reported $173K in total revenue in fiscal year 2024.

Mission

PROVIDES EDUCATIONAL AND SOCIAL ACTIVITIES HOUSING AND FOOD SERVICE FOR MEMBERS OF THE PHI DELTA THETA FRATERNITY AT THE UNIVERSITY OF CALIFORNIA DAVIS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $33,000

Program Service Revenue $140,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $173,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $174,664

TOTAL EXPENSES $174,664

Year-over-Year Comparison

	2024	2023	Change
Revenue	$173,000	$181,000	0.0%
Expenses	$174,664	$184,024	-0.1%
Net Income	$-1,664	$-3,024	-0.4%

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

N/A

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
ARIN MEHRA	PRESIDENT	2.00	Director	$0	$0	$0
DAVID SWEET	VICE PRESIDENT	2.00	Director	$0	$0	$0
RODERICK BROWN	TREASURER	2.00	Director	$0	$0	$0
AYSAIAH MANRIQUE	SECRETARY	2.00	Director	$0	$0	$0
MARK LEMM	BOARD MEMBER	2.00	Director	$0	$0	$0
TIM ZEFF	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID HEARD	BOARD MEMBER	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	$173,000	$174,664	$8,718	$-1,664
2024	$181,000	$184,024	$10,382	$-3,024
2023	$180,201	$183,795	$13,406	$-3,594
2022	$202,995	$208,966	$16,999	$-5,971

PHI DELTA THETA FRATERNITY