IOTA CHAPTER XI PSI PHI FRATERNITY ALUMNI INC (EIN 946138195) - 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

1967

Legal Domicile

Principal Officer

DR PENELOPE YIP

Phone

4156439289

Tax Period

2023-01-01 to 2023-12-31

IOTA CHAPTER XI PSI PHI FRATERNITY ALUMNI INC, founded in 1967, is a small nonprofit that reported $141K in total revenue in fiscal year 2023. Revenue surged 93% from the prior year, signaling strong growth momentum. The organization ran a surplus of $36K, a strong 26% operating margin.

Mission

TO PROVIDE HOUSING FOR DENTAL STUDENTS AT UNIVERSITY OF CALIFORNIA AND AWARD SCHOLARSHIPS TO DESERVING STUDENTS.

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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 $119,048

Investment Income $21,618

Other Revenue $0

TOTAL REVENUE $140,666

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $104,766

TOTAL EXPENSES $104,766

Year-over-Year Comparison

	2023	2022	Change
Revenue	$140,666	$72,731	+0.9%
Expenses	$104,766	$46,268	+1.3%
Net Income	$35,900	$26,463	+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

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
ANNE-LISE FINK	SECRETARY &	N/A	Officer Director	$0	$0	$0
ERIC YABU	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
DR PENELOPE YIP	PRESIDENT/TR	N/A	Officer 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
2023	$140,666	$104,766	$865,169	$35,900
2022	$72,731	$46,268	$829,269	$26,463
2021	$56,062	$12,906	$802,806	$43,156
2020	$67,155	$24,043	$759,650	$43,112
2019	$63,114	$78,082	$716,538	$-14,968
2018	$60,945	$70,750	$731,506	$-9,805

IOTA CHAPTER XI PSI PHI FRATERNITY ALUMNI INC