Beta Alpha Chapter of Alpha Delta Pi Inc

EIN: 351858161

Bloomington, IN

Total Revenue
$1,009,423
Total Expenses
$623,721
Total Assets
$4,054,321
Net Assets
$3,740,356
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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
1970
Legal Domicile
IN
Principal Officer
Holly Menchhofer
Tax Period
2023-07-01 to 2024-06-30

Beta Alpha Chapter of Alpha Delta Pi Inc, founded in 1970, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2023. The organization ran a surplus of $386K, a strong 38% operating margin.

Mission

Provide housing to active chapters members while attending Indiana University.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,009,336
Investment Income $87
Other Revenue $0
TOTAL REVENUE $1,009,423

Expense Breakdown

Grants Paid $0
Salaries & Benefits $133,882
Fundraising Expenses $0
Other Expenses $489,839
TOTAL EXPENSES $623,721

Year-over-Year Comparison

2023 2022 Change
Revenue $1,009,423 $957,223 +0.1%
Expenses $623,721 $629,523 0.0%
Net Income $385,702 $327,700 +0.2%
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
8
Independent Members
8
Employees
1
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
2
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Holly Menchhofer President 005.00
Officer Director
$0 $0 $0
Diane Moeller Treasurer 005.00
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 No data No data No data No data
2024 $1,009,423 $623,721 $4,054,321 $385,702
2023 $957,223 $629,523 $3,682,732 $327,700
2022 $935,300 $552,488 $3,655,560 $382,812
2021 $596,414 $493,865 $3,405,110 $102,549
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