BETA XI OF ALPHA GAMMA DELTA HOUSE ASSOCIATION (EIN 237006419) - 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

1968

Legal Domicile

Principal Officer

LISA SPALDING

Phone

3176634219

Tax Period

2024-06-01 to 2025-05-31

BETA XI OF ALPHA GAMMA DELTA HOUSE ASSOCIATION, founded in 1968, is a small nonprofit that reported $483K in total revenue in fiscal year 2024. Expenses of $447K left a modest 8% surplus.

Mission

TO PROVIDE ADEQUATE HOUSING FOR THE MEMBERS OF THE BETA XI CHAPTER OF ALPHA GAMMA DELTA FRATERNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $474,802

Investment Income $0

Other Revenue $8,566

TOTAL REVENUE $483,368

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $446,623

TOTAL EXPENSES $446,623

Year-over-Year Comparison

	2024	2023	Change
Revenue	$483,368	$490,449	0.0%
Expenses	$446,623	$423,885	+0.1%
Net Income	$36,745	$66,564	-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

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

$190,583

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CYNTHIA HUNT	DIRECTOR	1.00	Director	$0	$0	$0
LIBBY KAVOULAKIS	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER SMENTEK MORES	DIRECTOR	1.00	Director	$0	$0	$0
CAROLINE MAHONEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARY KATHLEEN TOOMEY DALY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LISA MARIE SPALDING	CHIEF EXECUTIVE OFFICER	1.00	Officer	$0	$20,998	$190,583

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	$483,368	$446,623	$2,012,106	$36,745
2024	$490,449	$423,885	$1,939,744	$66,564
2023	$444,289	$426,430	$1,970,807	$17,859
2022	$420,070	$422,592	$2,060,309	$-2,522
2021	$386,170	$405,193	$2,159,122	$-19,023
2020	$362,407	$448,369	$2,239,466	$-85,962
2019	$374,400	$366,939	$1,738,252	$7,461
2018	$350,064	$359,381	$1,772,740	$-9,317

BETA XI OF ALPHA GAMMA DELTA HOUSE ASSOCIATION