GAMMA PHI BETA SORORITY INC (EIN 362426170) - 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

1958

Legal Domicile

Principal Officer

KAREN MAYO

Phone

3037991874

Tax Period

2024-08-01 to 2025-07-31

GAMMA PHI BETA SORORITY INC, founded in 1958, is a mid-sized nonprofit that reported $16.7M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $15.5M left a modest 7% surplus.

Mission

WE BUILD CONFIDENT WOMEN OF CHARACTER WHO CELEBRATE SISTERHOOD AND MAKE A DIFFERENCE.

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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 $487,026

Program Service Revenue $14,719,582

Investment Income $676,516

Other Revenue $852,384

TOTAL REVENUE $16,735,508

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,560,134

Fundraising Expenses $0

Other Expenses $10,971,173

TOTAL EXPENSES $15,531,307

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,735,508	$15,437,976	+0.1%
Expenses	$15,531,307	$15,945,388	0.0%
Net Income	$1,204,201	$-507,412	-3.4%

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

1300

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

$442,120

Total Directors

$7,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEGAN WICK	CHIEF EXECUTIVE OFFICER	28.00	Officer	$257,500	$18,701	$276,201
KAREN MAYO	CHIEF FINANCIAL OFFICER	28.00	Officer	$142,490	$23,429	$165,919
SAMANTHA KELTNER	CHIEF EXPERIENCE OFFICER	40.00	Highest	$150,497	$13,252	$163,749
TARA FORISTAL	CHIEF MARKETING OFFICER	34.00	Highest	$150,408	$6,024	$156,432
BETH VAUGHN	CHIEF DEVELOPMENT OFFICER	0.00	Highest	$121,637	$20,411	$142,048
DEXTER BUSH-SCOTT	CHIEF HOUSING OFFICER	40.00	Highest	$113,819	$12,959	$126,778
KENDRA BOCHER	CHIEF ADMINISTRATION OFFICER	40.00	Highest	$103,589	$19,872	$123,461
STEPHANIE CARRIERE	INTERNATIONAL PRESIDENT	8.00	Director	$1,000	$0	$1,000
DR CALLIE COX BAUER	VICE PRESIDENT	8.00	Director	$750	$0	$750
TERESA HANEY	VICE PRESIDENT	8.00	Director	$1,625	$0	$1,625
LINDSAY HEALLESS	VICE PRESIDENT	8.00	Director	$750	$0	$750
JESSICA JECMEN	VICE PRESIDENT	8.00	Director	$750	$0	$750
VICTORIA LOPEZ-HERRERA	VICE PRESIDENT	8.00	Director	$1,625	$0	$1,625
KRISTEN SLAUGHTER	VICE PRESIDENT	8.00	Director	$750	$0	$750

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	$16,735,508	$15,531,307	$39,472,105	$1,204,201
2024	$15,437,976	$15,945,388	$39,055,234	$-507,412
2023	$15,322,944	$13,432,218	$36,801,936	$1,890,726
2022	$12,603,697	$11,471,431	$31,209,730	$1,132,266
2021	$12,580,713	$9,180,690	$30,119,252	$3,400,023
2020	$12,928,946	$12,750,785	$29,612,046	$178,161
2019	$14,941,407	$12,520,367	$30,249,801	$2,421,040
2018	$11,785,820	$11,009,753	$22,743,526	$776,067

GAMMA PHI BETA SORORITY INC