Beta Sigma House Corp of Alpha Phi International Fraternity Inc (EIN 463257480) - 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

2013

Legal Domicile

Principal Officer

Lori Peterson

Phone

8473168944

Tax Period

2023-07-01 to 2024-06-30

Beta Sigma House Corp of Alpha Phi International Fraternity Inc, founded in 2013, is a small nonprofit in the Unknown sector that reported $249K in total revenue in fiscal year 2023. The organization ran a surplus of $51K, a strong 20% operating margin.

Mission

Provide for our members a safe, quality living environment that promotes academic excellence and individual and chapter success. We are committed to fiscal responsibility, operating with integrity , honoring tradition and demonstrating mutual respect in order to be the premier facility on each campus.

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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 $0

Program Service Revenue $245,830

Investment Income $2,906

Other Revenue $0

TOTAL REVENUE $248,736

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $198,062

TOTAL EXPENSES $198,062

Year-over-Year Comparison

	2023	2022	Change
Revenue	$248,736	$233,803	+0.1%
Expenses	$198,062	$180,266	+0.1%
Net Income	$50,674	$53,537	-0.1%

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
Logan Kirkpatrick	Board Member	1.00	Director	$0	$0	$0
Haley Bowen Hastings	Board Member	1.00	Director	$0	$0	$0
Lisa Morrise	Board Member	1.00	Director	$0	$0	$0
Anna Filidore	Board Member	1.00	Director	$0	$0	$0
Lori Peterson	President	3.00	Officer	$0	$0	$0
Shannon Garside	Secretary	1.00	Officer	$0	$0	$0
Barbara Schmiett	Treasurer	1.00	Officer	$0	$0	$0
Barbara Schmiett	Vice President	1.00	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	$248,736	$198,062	$466,204	$50,674
2023	$233,803	$180,266	$407,828	$53,537
2022	$243,165	$178,297	$354,291	$64,868
2021	$205,171	$143,896	$289,423	$61,275
2019	$216,189	$144,082	$186,568	$72,107

Beta Sigma House Corp of Alpha Phi International Fraternity Inc