GAMMA PHI BETA HOUSE ASSOCIATION (EIN 390297610) - 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

1926

Legal Domicile

Principal Officer

MEGAN BAWDEN WESTPHAL

Phone

6082153712

Tax Period

2024-08-01 to 2025-07-31

GAMMA PHI BETA HOUSE ASSOCIATION, founded in 1926, is a small nonprofit that reported $673K in total revenue in fiscal year 2024. Net assets of $1.7M represent 30 months of operating reserves.

Mission

HOLD TITLE TO PROPERTY, COLLECT INCOME THEREFROM, AND TURN OVER THE ENTIRE AMOUNT THEREOF LESS EXPENSES TO GAMMA CHAPTER OF THE GAMMA PHI BETA SORORITY OF MADISON, WISCONSIN.

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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 $971

Program Service Revenue $649,530

Investment Income $11,124

Other Revenue $11,279

TOTAL REVENUE $672,904

Expense Breakdown

Grants Paid $0

Salaries & Benefits $65,081

Fundraising Expenses $0

Other Expenses $624,453

TOTAL EXPENSES $689,534

Year-over-Year Comparison

	2024	2023	Change
Revenue	$672,904	$635,547	+0.1%
Expenses	$689,534	$535,118	+0.3%
Net Income	$-16,630	$100,429	-1.2%

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

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

$6,000

Total Directors

$6,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JILL WILKINS	PRESIDENT	1.00	Officer Director	$0	$0	$0
JENNIFER FENSTER	TREASURER	1.00	Officer Director	$6,000	$0	$6,000
EMMA RAPALLINI	CHAPTER PRESIDENT	1.00	Director	$0	$0	$0
LUISA WALRAVEN	CHAPTER FINANCIAL VICE PRESIDENT	1.00	Director	$0	$0	$0
MEGAN BAWDEN WESTPHAL	CHAPTER ADVISOR	1.00	Director	$0	$0	$0
GRACE RUHLY	CHAPTER FACILITY MANAGER	1.00	Director	$0	$0	$0
AMY CUSICK	DIRECTOR	1.00	Director	$0	$0	$0
KARLA STOEBIG	DIRECTOR	1.00	Director	$0	$0	$0
BECKY HARTWELL	DIRECTOR	1.00	Director	$0	$0	$0
LOU ANN KOVAL	DIRECTOR	1.00	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	$672,904	$689,534	$2,273,373	$-16,630
2024	$635,547	$535,118	$1,888,080	$100,429
2023	$726,721	$560,064	$1,722,588	$166,657
2022	$602,928	$730,075	$1,797,223	$-127,147
2021	$421,149	$346,013	$1,797,280	$75,136
2020	$472,135	$339,338	$1,423,165	$132,797
2019	$572,583	$445,826	$1,362,652	$126,757
2018	$72,777	$37,653	$951,712	$35,124

GAMMA PHI BETA HOUSE ASSOCIATION