CLOVIA SORORITY - BETA CHAPTER - Form 990 Financial Data

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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

1937

Legal Domicile

Principal Officer

AINA PEREZ

Phone

6126245015

Tax Period

2023-07-01 to 2024-06-30

CLOVIA SORORITY - BETA CHAPTER, founded in 1937, is a small nonprofit that reported $202K in total revenue in fiscal year 2023. Expenses of $177K left a modest 12% surplus.

Mission

SOCIAL CLUB PROVIDING COLLEGIATE SORORITY HOUSING, ACTIVITIES AND ENVIRONMENT

Program Service Accomplishments

Program 1

MEMBERSHIP CONSISTED OF 40 UNDERGRADUATE STUDENTS ATTENDING THE UNIVERSITY OF MINNESOTA. HOUSING IS MADE AVAILABLE TO 23 OF THESE MEMBERS DURING THE ACADEMIC SCHOOL YEAR FROM SEPTEMBER 2023 TO MAY...

MEMBERSHIP CONSISTED OF 40 UNDERGRADUATE STUDENTS ATTENDING THE UNIVERSITY OF MINNESOTA. HOUSING IS MADE AVAILABLE TO 23 OF THESE MEMBERS DURING THE ACADEMIC SCHOOL YEAR FROM SEPTEMBER 2023 TO MAY 2024. MEALS ARE ALSO PROVIDED FOR ALL MEMBERS.

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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 $125

Program Service Revenue $199,549

Investment Income $275

Other Revenue $2,163

TOTAL REVENUE $202,112

Expense Breakdown

Grants Paid $1,621

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $175,359

TOTAL EXPENSES $176,980

Year-over-Year Comparison

	2023	2022	Change
Revenue	$202,112	$189,123	+0.1%
Expenses	$176,980	$178,172	0.0%
Net Income	$25,132	$10,951	+1.3%

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

N/A

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
NATALIE BECKENDORF	PRESIDENT	10.00	Officer	$0	$0	$0
ELLA THOME	VICE PRESIDENT	3.00	Officer	$0	$0	$0
FIONA TODD	SECRETARY	2.00	Officer	$0	$0	$0
AINA PEREZ	TREASURER	2.00	Officer	$0	$0	$0
RACHEL VISSER	RECRUITMENT	2.00	Officer	$0	$0	$0
BETHANY HAGEN	RECRUITMENT	2.00	Officer	$0	$0	$0
LIV VEISETH	RECRUITMENT	2.00	Officer	$0	$0	$0
BREELEE BERKENPAS	FOOD MANAGER	7.00	Officer	$0	$0	$0
AMARA LIVINGSTON	SISTERHOOD RELATIONS	3.00	Officer	$0	$0	$0
LAUREN WANGSNESS	HOUSE CONTRACTOR	2.00	Officer	$0	$0	$0
MORGAN PICKETT	HOUSE MAINTENANCE	2.00	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	No data	No data	No data	No data
2024	$202,112	$176,980	$240,834	$25,132

CLOVIA SORORITY - BETA CHAPTER