Beta Beta of Alpha Delta PI House Corporation (EIN 208331059) - 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

1949

Legal Domicile

Principal Officer

Beth Painter

Phone

4233094487

Tax Period

2023-07-01 to 2024-06-30

Beta Beta of Alpha Delta PI House Corporation, founded in 1949, is a small nonprofit in the Education sector that reported $146K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $50K, a strong 34% operating margin.

Mission

To promote and foster the fraternal principles and ideals of Alpha Delta PI Sorority, and to do all the things necessary and essential to carry on the activities, welfare, fraternal and social work of Alpha Delta PI.

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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 $10,549

Program Service Revenue $0

Investment Income $5,436

Other Revenue $130,000

TOTAL REVENUE $145,985

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $95,818

TOTAL EXPENSES $95,818

Year-over-Year Comparison

	2023	2022	Change
Revenue	$145,985	$173,306	-0.2%
Expenses	$95,818	$97,649	0.0%
Net Income	$50,167	$75,657	-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

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
Ansley Davis	President	2.00	Officer Director	$0	$0	$0
Harriette G Hogue	Past-President	2.00	Officer Director	$0	$0	$0
Beth H Painter	Treasurer	2.00	Officer Director	$0	$0	$0
Mary Pike	Secretary	2.00	Officer Director	$0	$0	$0
Genevueve O'Neal	Director	0.50	Director	$0	$0	$0
Suzanne Floritas	Director	0.50	Director	$0	$0	$0
Nicole Montgomery	Director	0.50	Director	$0	$0	$0
Jamie Stephens	Director	0.50	Director	$0	$0	$0
Sandy Cole	Director	0.50	Director	$0	$0	$0
LeAnn McBrayer	Director	0.50	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	$145,985	$95,818	$1,284,220	$50,167
2023	$173,306	$97,649	$1,263,842	$75,657
2022	$151,819	$96,448	$1,227,376	$55,371
2021	$119,334	$91,229	$1,209,209	$28,105
2020	$141,965	$130,982	$1,224,430	$10,983
2019	$175,387	$106,539	$1,262,368	$68,848

Beta Beta of Alpha Delta PI House Corporation