BETA CHARGE OF THETA DELTA CHI (EIN 150537034) - 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

1887

Legal Domicile

Principal Officer

DAVID FILIBERTO

Phone

8477780563

Tax Period

2023-01-01 to 2023-12-31

BETA CHARGE OF THETA DELTA CHI, founded in 1887, is a small nonprofit that reported $225K in total revenue in fiscal year 2023.

Mission

TO PROVIDE MEMBERS OF THIS COLLEGE FRATERNITY WITH ROOM, BOARD AND A HOME LIKE SETTING FOR SOCIAL FUNCTIONS.

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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 $220,730

Investment Income $4,452

Other Revenue $0

TOTAL REVENUE $225,182

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $232,720

TOTAL EXPENSES $232,720

Year-over-Year Comparison

	2023	2022	Change
Revenue	$225,182	$213,007	+0.1%
Expenses	$232,720	$223,402	+0.0%
Net Income	$-7,538	$-10,395	-0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOBBY GOODRICH	TRUSTEE	10.00	Director	$0	$0	$0
DAVID M FILIBERTO	TREASURER	10.00	Officer Director	$0	$0	$0
LEONARD SHAPIRO	TRUSTEE/PRESIDENT	10.00	Officer Director	$0	$0	$0
ROBERT STELLETELLO	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
VED S RAJKUMAR	TRUSTEE (PART YEAR)	10.00	Director	$0	$0	$0
SAMARTH CHOPRA	TRUSTEE	10.00	Director	$0	$0	$0
ROB MEROLA	SECRETARY	10.00	Officer Director	$0	$0	$0
LONGZE YUAN	TRUSTEE	10.00	Director	$0	$0	$0
ALBERT YU	TRUSTEE	10.00	Director	$0	$0	$0
SCOTT KOMINKIEWICZ	TRUSTEE	10.00	Director	$0	$0	$0
HAM ALLPORT	PRESIDENT/TRUSTEE	10.00	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
2023	$225,182	$232,720	$353,375	$-7,538
2022	$213,007	$223,402	$346,523	$-10,395
2021	$173,134	$177,004	$381,713	$-3,870
2020	$174,145	$171,958	$363,754	$2,187
2019	$163,984	$160,004	$367,823	$3,980
2018	$139,912	$199,530	$343,278	$-59,618

BETA CHARGE OF THETA DELTA CHI