BETA MU HOUSE CORPORATION OF ALPHA PHI INTERNATIONAL FRATERNITY INC (EIN 320257409) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

SHANA SMITH

Phone

8002766342

Tax Period

2024-07-01 to 2025-06-30

BETA MU HOUSE CORPORATION OF ALPHA PHI INTERNATIONAL FRATERNITY INC, founded in 2008, is a community nonprofit in the Mutual Benefit sector that reported $3.9M in total revenue in fiscal year 2018. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $3.4M left a modest 12% surplus.

Mission

PROVIDE MEALS AND HOUSING FOR UNDERGRADUATE CHAPTER OF INTERNATIONAL COLLEGIATE SOCIAL SORORITY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $28,100

Program Service Revenue $3,672,697

Investment Income $25,806

Other Revenue $0

TOTAL REVENUE $3,726,603

Expense Breakdown

Grants Paid $33,000

Salaries & Benefits $63,238

Fundraising Expenses $0

Other Expenses $2,689,313

TOTAL EXPENSES $2,785,551

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,726,603	$3,486,455	+0.1%
Expenses	$2,785,551	$2,749,210	+0.0%
Net Income	$941,052	$737,245	+0.3%

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
MARTHA MILLER	SECRETARY	N/A	Officer	$0	$0	$0
SHANA SMITH	PRESIDENT	N/A	Officer	$0	$0	$0
LINDSAY WIGGINS	TREASURER	N/A	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	$3,726,603	$2,785,551	$17,547,760	$941,052
2024	$3,486,455	$2,749,210	$16,894,066	$737,245
2023	$6,262,466	$5,644,469	$16,988,213	$617,997
2022	$2,971,245	$2,520,826	$16,037,750	$450,419
2021	$2,938,142	$2,243,183	$15,783,927	$694,959
2020	$3,792,956	$3,191,769	$15,300,534	$601,187
2019	$3,893,362	$3,414,380	$14,896,318	$478,982

BETA MU HOUSE CORPORATION OF ALPHA PHI INTERNATIONAL FRATERNITY INC