BETA THETA PI FRATERNITY (EIN 240803965) - 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

1888

Legal Domicile

Principal Officer

V Bradley Palmer

Tax Period

2024-07-01 to 2025-06-30

BETA THETA PI FRATERNITY, founded in 1888, is a small nonprofit that reported $151K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $374K exceeded revenue, resulting in a 148% operating deficit.

Mission

Support of active and alumni chapters of the 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $133,265

Program Service Revenue $0

Investment Income $0

Other Revenue $17,360

TOTAL REVENUE $150,625

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $374,074

TOTAL EXPENSES $374,074

Year-over-Year Comparison

	2024	2023	Change
Revenue	$150,625	$171,220	-0.1%
Expenses	$374,074	$581,880	-0.4%
Net Income	$-223,449	$-410,660	-0.5%

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	Role	Reportable Comp	Other Comp	Total
Chester Bowie	director	0.5	Director	$0	$0	$0
Thomas Aloan	director	0.5	Director	$0	$0	$0
Marco Dellaria	director	0.5	Director	$0	$0	$0
Garrett Vidak	director	0.5	Director	$0	$0	$0
Jared Zambelli	director	0.5	Director	$0	$0	$0
Del Markward	director	0.5	Director	$0	$0	$0
Joseph Heck	director	0.5	Director	$0	$0	$0
Kenneth Lyons	director	0.5	Director	$0	$0	$0
Kevin Muck	director	0.5	Director	$0	$0	$0
Richard Ross	director	0.5	Director	$0	$0	$0
Don Guerriero	director	0.5	Director	$0	$0	$0
Mark Aceto	director	0.5	Director	$0	$0	$0
Jon Finkelstein	director	0.5	Director	$0	$0	$0
V Bradley Palmer	President	2	Officer Director	$0	$0	$0
Pete Muck	Treasurer	1	Officer Director	$0	$0	$0
Richard Rook	Secretary	1	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	$150,625	$374,074	$3,270,679	$-223,449
2024	$171,220	$581,880	$3,648,284	$-410,660
2023	$230,745	$604,331	$3,955,216	$-373,586
2022	$265,275	$536,719	$4,295,156	$-271,444
2021	$145,099	$582,112	$4,522,752	$-437,013

BETA THETA PI FRATERNITY