BETA THETA PI FRATERNITY - BETA DELTA (EIN 150536985) - 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

1839

Legal Domicile

Principal Officer

LEVI CHEN

Phone

6072725550

Tax Period

2023-07-01 to 2024-06-30

BETA THETA PI FRATERNITY - BETA DELTA, founded in 1839, is a small nonprofit that reported $237K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $307K exceeded revenue, resulting in a 30% operating deficit.

Mission

SEE BELOW.

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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 $236,433

Investment Income $0

Other Revenue $163

TOTAL REVENUE $236,596

Expense Breakdown

Grants Paid $0

Salaries & Benefits $51,038

Fundraising Expenses $0

Other Expenses $256,244

TOTAL EXPENSES $307,282

Year-over-Year Comparison

	2023	2022	Change
Revenue	$236,596	$283,079	-0.2%
Expenses	$307,282	$312,037	0.0%
Net Income	$-70,686	$-28,958	+1.4%

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

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
ARIAN SAFFARI	SECRETARY	1.00	Officer Director	$0	$0	$0
CHARLES CHEN	RISK MANAGEMENT	1.00	Director	$0	$0	$0
DYLAN SHENSON	RITUAL	1.00	Director	$0	$0	$0
ERIC CHAE	ALUMNI SECRETARY	1.00	Director	$0	$0	$0
GAVIN REIDER	PRESIDENT	1.00	Officer Director	$0	$0	$0
LEO PIEPLES	PLEDGE EDUCATOR	1.00	Director	$0	$0	$0
RONCY VARGHESE	RECRUITMENT	1.00	Director	$0	$0	$0
TIMOTHY VU	TREASURER	1.00	Officer Director	$0	$0	$0
ANDREW TAURO	VICE PRESIDENT	1.00	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
2025	No data	No data	No data	No data
2024	$236,596	$307,282	$31,608	$-70,686
2023	$283,079	$312,037	$73,809	$-28,958
2022	$341,918	$335,781	$112,748	$6,137
2021	$321,949	$288,230	$99,498	$33,719
2020	$355,958	$321,224	$58,619	$34,734
2019	$338,223	$318,354	$49,234	$19,869

BETA THETA PI FRATERNITY - BETA DELTA