OKLAHOMA BETA BUILDING ASSOCIATION OF PHI DELTA THETA (EIN 237221477) - 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

1974

Legal Domicile

Principal Officer

Joseph Carter

Phone

5126942086

Tax Period

2022-07-01 to 2023-06-30

OKLAHOMA BETA BUILDING ASSOCIATION OF PHI DELTA THETA, founded in 1974, is a small nonprofit that reported $668K in total revenue in fiscal year 2022. Revenue fell 33% from the prior year — a significant decline worth monitoring.

Mission

Provide administrative management and support for the Oklahoma State University Phi Delta Theta Oklahoma Beta Chapter House. A college fraternity house located at Oklahoma State University in Stillwater, Oklahoma.

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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 (2022)

Revenue Breakdown

Contributions & Grants $668,486

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $668,486

Expense Breakdown

Grants Paid $0

Salaries & Benefits $28,324

Fundraising Expenses $0

Program Expenses $0

Other Expenses $654,810

TOTAL EXPENSES $683,134

Year-over-Year Comparison

	2022	2021	Change
Revenue	$668,486	$1,002,472	-0.3%
Expenses	$683,134	$668,087	+0.0%
Net Income	$-14,648	$334,385	-1.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mike McGuire	Vice President	2	Officer	$0	$0	$0
Aaron Worley	President	2	Officer	$0	$0	$0
Joe Carter	Treasurer / Secretary	4	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$668,486	$683,134	$1,393,585	$-14,648
2022	$1,002,472	$668,087	$1,456,167	$334,385
2021	$594,035	$623,908	$1,164,663	$-29,873
2020	$495,107	$558,740	$1,234,479	$-63,633
2019	$573,277	$571,170	$1,325,188	$2,107
2018	$326,990	$404,343	$1,335,008	$-77,353

OKLAHOMA BETA BUILDING ASSOCIATION OF PHI DELTA THETA