Alpha Chapter House Company of Beta Theta Pi

EIN: 237212015

HAMILTON, OH

Total Revenue
$1,069,121
Total Expenses
$924,825
Total Assets
$7,000,434
Net Assets
$4,247,292
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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

Legal Domicile
OH
Principal Officer
Jim Colley
Tax Period
2024-07-01 to 2025-06-30

Alpha Chapter House Company of Beta Theta Pi is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $925K left a modest 13% surplus.

Mission

Facility for Collegiate 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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $272,565
Program Service Revenue $0
Investment Income $7,337
Other Revenue $789,219
TOTAL REVENUE $1,069,121

Expense Breakdown

Grants Paid $0
Salaries & Benefits $150,756
Fundraising Expenses $26,069
Other Expenses $774,069
TOTAL EXPENSES $924,825

Year-over-Year Comparison

2024 2023 Change
Revenue $1,069,121 $1,156,348 -0.1%
Expenses $924,825 $1,008,201 -0.1%
Net Income $144,296 $148,147 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

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Governance

Voting Members
16
Independent Members
N/A
Employees
5
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
5
$0
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jonathan J Brant Trustee 0.00
Director
$0 $0 $0
Peter Barnhart Trustee 0.00
Director
$0 $0 $0
Jack Deyo Trustee 0.00
Director
$0 $0 $0
Jim Deuser Trustee 0.00
Director
$0 $0 $0
James W Haywood Trustee 0.00
Director
$0 $0 $0
Tom Pierce Trustee 0.00
Director
$0 $0 $0
Doug Wagner Trustee 0.00
Director
$0 $0 $0
Bob Gillespie Trustee 0.00
Director
$0 $0 $0
Mark Flanigan Trustee 0.00
Director
$0 $0 $0
Vaden Fitton Trustee 0.00
Director
$0 $0 $0
David Myers Trustee 0.00
Director
$0 $0 $0
John Czyzycki Trustee 0.00
Director
$0 $0 $0
Zac Haines Trustee 0.00
Director
$0 $0 $0
Ben Willingham Trustee 0.00
Director
$0 $0 $0
Jeff Newton President 0.00
Officer
$0 $0 $0
Jim Colley Treasurer 0.00
Officer
$0 $0 $0
Gary Riddle Vice President 0.00
Officer
$0 $0 $0
Calloway Robertson Vice President 0.00
Officer
$0 $0 $0
Ben Suffron Secretary 0.00
Officer
$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 $1,069,121 $924,825 $7,000,434 $144,296
2024 $1,156,348 $1,008,201 $7,184,282 $148,147
2023 $1,038,870 $1,103,689 $7,396,413 $-64,819
2022 $961,425 $934,831 $7,835,595 $26,594
2021 $1,344,024 $805,918 $8,066,119 $538,106
2020 $724,761 $864,275 $7,916,185 $-139,514
2019 $1,107,599 $913,359 $8,071,151 $194,240
2018 $1,308,638 $312,058 $7,054,657 $996,580
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