GAMMA PHI BETA SORORITY INC ALPHA BETA CHAPTER (EIN 456022295) - 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

1920

Legal Domicile

Principal Officer

KENDAL BLAIR

Phone

7014715119

Tax Period

2023-08-01 to 2024-07-31

GAMMA PHI BETA SORORITY INC ALPHA BETA CHAPTER, founded in 1920, is a small nonprofit that reported $340K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $329K left a modest 3% surplus.

Mission

LOCAL CHAPTER OF A NATIONAL COLLEGIATE SOCIAL SORORITY.

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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 $50

Program Service Revenue $337,913

Investment Income $0

Other Revenue $2,343

TOTAL REVENUE $340,306

Expense Breakdown

Grants Paid $2,239

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $326,999

TOTAL EXPENSES $329,238

Year-over-Year Comparison

	2023	2022	Change
Revenue	$340,306	$303,921	+0.1%
Expenses	$329,238	$316,566	+0.0%
Net Income	$11,068	$-12,645	-1.9%

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
ANNIE BERGSTROM	PRESIDENT	N/A	Officer	$0	$0	$0
KENDAL BLAIR	FINANCIAL VP	N/A	Officer	$0	$0	$0
PAIGE DAVIDSON	FACILITY MAN	N/A	Officer	$0	$0	$0
ISABELLE FOURNIER	ADMINISTRATI	N/A	Officer	$0	$0	$0
CASSIE LINDEMANN	EDUCATION VP	N/A	Officer	$0	$0	$0
MACI MOGREN	PUBLIC RELAT	N/A	Officer	$0	$0	$0
GRACE STASSEN	PANHELLENIC	N/A	Officer	$0	$0	$0
MAYA STEINKOPF	MEMBERSHIP V	N/A	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	$340,306	$329,238	$21,053	$11,068
2023	$303,921	$316,566	$9,985	$-12,645
2022	$297,926	$303,383	$22,630	$-5,457
2021	$262,306	$259,016	$28,087	$3,290

GAMMA PHI BETA SORORITY INC ALPHA BETA CHAPTER