Zeta Phi Society Foundation Inc

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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

1989

Legal Domicile

Principal Officer

Mike Carlson

Phone

3148897073

Tax Period

2023-01-01 to 2023-12-31

Zeta Phi Society Foundation Inc, founded in 1989, is a small nonprofit in the Education sector that reported $249K in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $89K, a strong 36% operating margin.

Mission

TO PROMOTE THE EDUCATIONAL AND SCHOLARLY ADVANCEMENT OF THE MEMBERS OF THE ZETA PHI CHAPTER OF THE BETA THETA PI FRATERNITY, A FRATERNAL ORGANIZATION LOCATED AT THE UNIVERSITY OF MISSOURI IN COLUMBIA, MISSOURI.

Program Service Accomplishments

Program 1

Expenses: $87,015

PROVIDE SCHOLARSHIPS INCLUDING GIFTS IN AID, SUPPORT, AND ASSISTANCE FOR THE EDUCATION OF THE MEMBERS OF THE ZETA PHI CHAPTER OF BETA THETA PI. DURING THE CURRENT REPORTING PERIOD, SCHOLARSHIPS...

PROVIDE SCHOLARSHIPS INCLUDING GIFTS IN AID, SUPPORT, AND ASSISTANCE FOR THE EDUCATION OF THE MEMBERS OF THE ZETA PHI CHAPTER OF BETA THETA PI. DURING THE CURRENT REPORTING PERIOD, SCHOLARSHIPS BENEFITED 16 MEMBERS.

Program 2

Expenses: $5,601

PRESERVE THE LIBRARY FOR THE USE OF THE MEMBERS OF THE FRATERNAL ORGANIZATION BY MAINTAINING THE COPIER IN THE STUDY ROOM & WIRELESS INTERNET ACCESS IN THE FRATERNITY HOUSE, WHICH PROVIDES A...

PRESERVE THE LIBRARY FOR THE USE OF THE MEMBERS OF THE FRATERNAL ORGANIZATION BY MAINTAINING THE COPIER IN THE STUDY ROOM & WIRELESS INTERNET ACCESS IN THE FRATERNITY HOUSE, WHICH PROVIDES A SUFFICIENT STUDY SPACE FOR APPROXIMATELY 130 STUDENTS.

Program 3

Expenses: $10,000

CONTINUED THE BUILDING CAMPAIGN FUND WHICH PROVIDES FUNDS TO THE ZETA PHI CHAPTER OF BETA THETA PI FRATERNITY IN ORDER TO SUPPORT THAT ORGANIZATION'S ABILITY TO PROVIDE EDUCATIONAL SPACE IN A NEW...

CONTINUED THE BUILDING CAMPAIGN FUND WHICH PROVIDES FUNDS TO THE ZETA PHI CHAPTER OF BETA THETA PI FRATERNITY IN ORDER TO SUPPORT THAT ORGANIZATION'S ABILITY TO PROVIDE EDUCATIONAL SPACE IN A NEW FRATERNITY HOUSE.

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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 $162,400

Program Service Revenue $0

Investment Income $85,372

Other Revenue $1,713

TOTAL REVENUE $249,485

Expense Breakdown

Grants Paid $102,616

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $102,616

Other Expenses $58,012

TOTAL EXPENSES $160,628

Year-over-Year Comparison

	2023	2022	Change
Revenue	$249,485	$315,734	-0.2%
Expenses	$160,628	$174,907	-0.1%
Net Income	$88,857	$140,827	-0.4%

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

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
ROBERT J SELSOR	PRESIDENT	1.0	Officer Director	$0	$0	$0
BENJAMIN K BYRD	VICE PRESIDENT	0.2	Officer Director	$0	$0	$0
CHRISTOPHER DIEHLS	TREASURER	0.5	Officer Director	$0	$0	$0
H JASON ANDREWS	SECRETARY	0.1	Officer Director	$0	$0	$0
JUSTIN BLOSS	DIRECTOR	0.3	Director	$0	$0	$0
CARL E BOLTE JR	DIRECTOR	0.3	Director	$0	$0	$0
ROBERT J BUCKLEY	DIRECTOR	0.3	Director	$0	$0	$0
MIKE CARLSON	DIRECTOR	0.3	Director	$0	$0	$0
HONORABLE THOMAS C CLARK II	DIRECTOR	0.3	Director	$0	$0	$0
DANIEL P DEVERS	DIRECTOR	0.3	Director	$0	$0	$0
GREG JONES	DIRECTOR	0.3	Director	$0	$0	$0
DR JAMES W RHEA	DIRECTOR	0.3	Director	$0	$0	$0
JOHN HOFFMAN	DIRECTOR	0.3	Director	$0	$0	$0
DR RICHARD NICHOLS	DIRECTOR	0.3	Director	$0	$0	$0
GAVIN O'BRIEN	DIRECTOR (THROUGH 9/01/2023)	0.3	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
2024	No data	No data	No data	No data
2023	$249,485	$160,628	$3,391,830	$88,857
2022	$315,734	$174,907	$2,937,580	$140,827
2021	$191,050	$147,014	$3,274,677	$44,036
2020	$95,342	$104,232	$2,968,526	$-8,890
2019	$136,975	$161,849	$2,685,762	$-24,874
2018	$140,508	$232,335	$2,348,907	$-91,827