BETA CHARGE OF THETA DELTA CHI

EIN: 237117961

ITHACA, NY

Total Revenue
$548,106
Total Expenses
$492,137
Total Assets
$59,816
Net Assets
$23,349
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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
1870
Legal Domicile
NY
Principal Officer
NOAH MARTINEZ
Phone
6072725550
Tax Period
2022-07-01 to 2023-06-30

BETA CHARGE OF THETA DELTA CHI, founded in 1870, is a small nonprofit that reported $548K in total revenue in fiscal year 2022. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $492K left a modest 10% surplus.

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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $547,836
Investment Income $270
Other Revenue $0
TOTAL REVENUE $548,106

Expense Breakdown

Grants Paid $0
Salaries & Benefits $53,146
Fundraising Expenses $0
Other Expenses $438,991
TOTAL EXPENSES $492,137

Year-over-Year Comparison

2022 2021 Change
Revenue $548,106 $446,123 +0.2%
Expenses $492,137 $456,305 +0.1%
Net Income $55,969 $-10,182 -6.5%
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

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Governance

Voting Members
3
Independent Members
3
Employees
2
Volunteers
3

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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NOAH MARTINEZ PRESIDENT 1.00
Officer Director
$0 $0 $0
BENSON WIEDEMER TREASURER 1.00
Officer Director
$0 $0 $0
THATCHER HOLLIS 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
2023 $548,106 $492,137 $59,816 $55,969
2022 $446,123 $456,305 $13,579 $-10,182
2021 $260,019 $323,470 $12,808 $-63,451
2020 $551,253 $506,743 $47,346 $44,510
2019 $477,990 $476,603 $40,246 $1,387
2018 $206,076 $214,432 $14,818 $-8,356
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