BETA ZETA HOUSE CORPORATION (EIN 237171048) - 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

1973

Legal Domicile

Principal Officer

COREY HERLICKSON

Phone

7012005909

Tax Period

2023-09-01 to 2024-08-31

BETA ZETA HOUSE CORPORATION, founded in 1973, is a small nonprofit that reported $310K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $51K, a strong 17% operating margin.

Mission

BETA ZETA HOUSE CORPORATION OWNS AND OPERATES A CHAPTER HOUSE FOR THE BETA ZETA CHAPTER OF SIGMA CHI FRATERNITY ON THE UNIVERSITY OF NORTH DAKOTA CAMPUS, GRAND FORKS, ND

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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 $309,792

Program Service Revenue $0

Investment Income $454

Other Revenue $0

TOTAL REVENUE $310,246

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $106,741

TOTAL EXPENSES $258,929

Year-over-Year Comparison

	2023	2022	Change
Revenue	$310,246	$247,504	+0.3%
Expenses	$258,929	$92,714	+1.8%
Net Income	$51,317	$154,790	-0.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Reportable Comp	Other Comp	Total
TOM GILTNER	PRESIDENT/DIRECTOR	1.00	$0	$0	$0
COREY HERLICKSON	TREASURER	1.00	$0	$0	$0
RYAN KOPSENG	DIRECTOR	1.00	$0	$0	$0
JUSTIN STUDSRUD	DIRECTOR	1.00	$0	$0	$0
TANNER MOEN	DIRECTOR	1.00	$0	$0	$0
CHRIS WESSLING	NON-VOTING MEMBER	1.00	$0	$0	$0
TIM RUNCORN	NON-VOTING MEMBER	1.00	$0	$0	$0
SCOTT LLOYD	SECRETARY	1.00	$0	$0	$0
BRET LATHROP	DIRECTOR	1.00	$0	$0	$0
RYAN DOWNS	DIRECTOR	1.00	$0	$0	$0
ROBERT FUGERE	NON-VOTING MEMBER	1.00	$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
2024	$310,246	$258,929	$738,402	$51,317
2023	$247,504	$92,714	$698,137	$154,790
2022	$88,012	$66,664	$577,163	$21,348
2021	$85,008	$51,331	$566,267	$33,677

BETA ZETA HOUSE CORPORATION