ALUMNAE BETA CHAPTER OF CLOVIA INC (EIN 416036793) - 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

1940

Legal Domicile

Principal Officer

MAUREEN MEIER

Phone

6126245015

Tax Period

2023-07-01 to 2024-06-30

ALUMNAE BETA CHAPTER OF CLOVIA INC, founded in 1940, is a small nonprofit that reported $263K in total revenue in fiscal year 2023. The organization ran a surplus of $56K, a strong 21% operating margin.

Mission

SOCIAL CLUB - PROVIDING FURNISHED COLLEGE STUDENT HOUSING FOR THE BETA OF CLOVIA SORORITY AT THE UNIVERSITY OF MINNESTOA IN ST PAUL, MN

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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 (2023)

Revenue Breakdown

Contributions & Grants $184,673

Program Service Revenue $70,980

Investment Income $3,876

Other Revenue $3,746

TOTAL REVENUE $263,275

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,544

Fundraising Expenses $129,080

Other Expenses $66,830

TOTAL EXPENSES $207,454

Year-over-Year Comparison

	2023	2022	Change
Revenue	$263,275	$274,903	0.0%
Expenses	$207,454	$120,133	+0.7%
Net Income	$55,821	$154,770	-0.6%

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

$1,299

Total Directors

$2,598

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAUREEN MEIER	PRESIDENT	20.00	Officer Director	$0	$0	$0
CHLOE MURPHY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DEB MAYO BINDER	SECRETARY	0.50	Officer Director	$0	$0	$0
SALLY FRANDRUP BORST	TREASURER	5.00	Officer Director	$1,299	$0	$1,299
AMY GESSNER HANSON	ACTIVE-ALUM LIASON	1.00	Director	$0	$0	$0
LINDA GRIEME	CAPITAL IMPROVE/PROPERTY MAINT	15.00	Director	$1,299	$0	$1,299
JULIE BOSCH DRECHSLER	FUNDRAISING	5.00	Director	$0	$0	$0
BRENNA CONNELLY	ENGAGEMENT	3.00	Director	$0	$0	$0
KARLA KRENIK MAYER	COMMUNICATIONS	4.00	Director	$0	$0	$0
NATALIE BECKENDORF	UNDERGRADUATE PRESIDENT	0.50	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	$263,275	$207,454	$566,733	$55,821
2023	$274,903	$120,133	$510,914	$154,770

ALUMNAE BETA CHAPTER OF CLOVIA INC