BETA THETA PI FRATERNITY 163 BETA THETA CHAPTER (EIN 237122785) - 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

1880

Legal Domicile

Principal Officer

WYATT PETERSEN

Phone

6072725550

Tax Period

2023-07-01 to 2024-06-30

BETA THETA PI FRATERNITY 163 BETA THETA CHAPTER, founded in 1880, is a small nonprofit that reported $380K in total revenue in fiscal year 2023. Expenses of $343K left a modest 10% surplus.

Mission

TO FOSTER FRIENDSHIP AND BROTHERHOOD ON THE COLGATE UNIVERSITY CAMPUS.

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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 $379,873

Investment Income $40

Other Revenue $-225

TOTAL REVENUE $379,688

Expense Breakdown

Grants Paid $0

Salaries & Benefits $92,741

Fundraising Expenses $0

Other Expenses $250,664

TOTAL EXPENSES $343,405

Year-over-Year Comparison

	2023	2022	Change
Revenue	$379,688	$366,656	+0.0%
Expenses	$343,405	$329,527	+0.0%
Net Income	$36,283	$37,129	0.0%

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

N/A

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

$1,000

Total Directors

$1,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ZACHARY GREENBERG	PRESIDENT	1.00	Officer Director	$0	$0	$0
JACK SCHAEFFER	PHILANTHROPY CHAIR	1.00	Officer Director	$0	$0	$0
ROBBIE HERZIG	VP OF RISK MANAGEMENT	1.00	Officer Director	$0	$0	$0
JULIAN DALZIEL	VP OF RECRUITMENT	1.00	Officer Director	$0	$0	$0
WILL KUCERA	VP OF ADMINISTRATION	1.00	Officer Director	$0	$0	$0
SAM FETTUCCIA	VP OF BROTHERHOOD	1.00	Officer Director	$1,000	$0	$1,000
CHARLES HOBIN	VP OF PROGRAMMING	1.00	Officer Director	$0	$0	$0
WYATT PETERSEN	TREASURER	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	$379,688	$343,405	$203,542	$36,283
2023	$366,656	$329,527	$167,117	$37,129
2022	$300,705	$382,830	$168,393	$-82,125
2021	$250,425	$321,521	$213,311	$-71,096
2020	$255,172	$319,700	$384,311	$-64,528
2019	$270,636	$314,882	$444,760	$-44,246

BETA THETA PI FRATERNITY 163 BETA THETA CHAPTER