LANSON STAGE CURTIS MEMORIAL ASSN OF BETA THETA PI FRATERNITY (EIN 237133506) - 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

1975

Legal Domicile

Principal Officer

ANDREW UHLMAN

Phone

8474418300

Tax Period

2020-07-01 to 2021-06-30

LANSON STAGE CURTIS MEMORIAL ASSN OF BETA THETA PI FRATERNITY, founded in 1975, is a micro nonprofit that reported $70K in total revenue in fiscal year 2020. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $41K, a strong 60% operating margin.

Mission

PUBLISH NEWSLETTER FOR ALUMNI, MAINTAIN CHAPTER HOUSE, HOUSING FOR STUDENTS

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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 (2020)

Revenue Breakdown

Contributions & Grants $2,185

Program Service Revenue $47,221

Investment Income $20,226

Other Revenue $0

TOTAL REVENUE $69,632

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,520

Other Expenses $28,165

TOTAL EXPENSES $28,165

Year-over-Year Comparison

	2020	2019	Change
Revenue	$69,632	$80,044	-0.1%
Expenses	$28,165	$26,417	+0.1%
Net Income	$41,467	$53,627	-0.2%

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
ANDREW UHLMAN	PRESIDENT	7.00	Officer Director	$0	$0	$0
JOHN WILLIAMSON	SECRETARY	4.00	Officer Director	$0	$0	$0
NICK GEITNER	TREASURER	3.00	Officer Director	$0	$0	$0
CHRIS NAKON	VICE PRESIDENT	5.00	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
2021	$69,632	$28,165	$2,625,717	$41,467
2020	$80,044	$26,417	$2,247,992	$53,627
2019	$110,931	$8,887	$2,240,175	$102,044
2018	$138,031	$10,856	$2,134,871	$127,175

LANSON STAGE CURTIS MEMORIAL ASSN OF BETA THETA PI FRATERNITY