PHI KAPPA SIGMA BERKELEY ASSOCIATES INC (EIN 946078400) - 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

1955

Legal Domicile

Principal Officer

DONALD SANGUINETTI

Phone

4155458869

Tax Period

2023-01-01 to 2023-12-31

PHI KAPPA SIGMA BERKELEY ASSOCIATES INC, founded in 1955, is a small nonprofit that reported $213K in total revenue in fiscal year 2023. Net assets of $1.1M represent 63 months of operating reserves.

Mission

BARROWS HOUSE, THE CORPORATION'S STUDENT DORMITORY, PROVIDES FURNISHED ROOMS AND COOKING FACILITIES TO APPROXIMATELY 35-45 STUDENT MEMBERS AT RENTS INTENTIONALLY KEPT BELOW MARKET LOCATED ONE BLOCK FROM THE UC BERKELEY CAMPUS. IT HAS BEEN PRIVATELY OWNED AND OPERATED AT ITS PRESENT LOCATION SINCE 1957 AND AT OTHER CAMPUS LOCATIONS SINCE 1905.

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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 $0

Program Service Revenue $181,079

Investment Income $26,140

Other Revenue $5,766

TOTAL REVENUE $212,985

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $231,404

TOTAL EXPENSES $231,404

Year-over-Year Comparison

	2023	2022	Change
Revenue	$212,985	$206,904	+0.0%
Expenses	$231,404	$285,167	-0.2%
Net Income	$-18,419	$-78,263	-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

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

$14,810

Total Directors

$14,810

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONALD SANGUINETTI	PRESIDENT	3.00	Officer Director	$14,810	$0	$14,810
STEVE CARSON	DIRECTOR	1.00	Director	$0	$0	$0
DOUGLAS COLE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL CORLEY	DIRECTOR	1.00	Director	$0	$0	$0
JAMES EGAN	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
FRED FERROGGIARO	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL FIVEY	DIRECTOR	1.00	Director	$0	$0	$0
GRAEME GILFILLAN	DIRECTOR	1.00	Director	$0	$0	$0
FRED GLUECK	DIRECTOR	1.00	Director	$0	$0	$0
JOHN C LUKRICH	TREASURER	3.00	Officer Director	$0	$0	$0
DOUGLAS RYERSON	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL SANGUINETTI	SECRETARY	3.00	Officer Director	$0	$0	$0
WILL STEPHENSON	DIRECTOR	1.00	Director	$0	$0	$0
DAVE SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN SYMES	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$212,985	$231,404	$1,158,891	$-18,419
2022	$206,904	$285,167	$1,218,431	$-78,263
2021	$115,493	$268,865	$1,361,406	$-153,372
2020	$143,961	$390,354	$1,512,994	$-246,393

PHI KAPPA SIGMA BERKELEY ASSOCIATES INC