BETA THETA PI FRATERNITY

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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

1916

Legal Domicile

Principal Officer

Drew Nicholson

Tax Period

2022-07-01 to 2023-06-30

BETA THETA PI FRATERNITY, founded in 1916, is a small nonprofit that reported $604K in total revenue in fiscal year 2022.

Mission

Educational services for university students.

Program Service Accomplishments

Program 1

Housing and related social services for students

Program 2

Food service for students

Program 3

General Fraternity and IFC related activities

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $603,441

Investment Income $308

Other Revenue $0

TOTAL REVENUE $603,749

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,196

Fundraising Expenses $0

Program Expenses $0

Other Expenses $614,709

TOTAL EXPENSES $615,905

Year-over-Year Comparison

	2022	2021	Change
Revenue	$603,749	$628,784	0.0%
Expenses	$615,905	$642,494	0.0%
Net Income	$-12,156	$-13,710	-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

N/A

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
Dakota Burritt	President	10.00	Officer	$0	$0	$0
Zach Legg	VP - External	5.00	Officer	$0	$0	$0
Drew Nicholson	Treasurer	6.00	Officer	$0	$0	$0
Grant Kocour	Recruitment Chair	5.00	Officer	$0	$0	$0
Brendon Lee	Recruitment Chair	5.00	Officer	$0	$0	$0
Jack Elmore	VP - Internal	5.00	Officer	$0	$0	$0
Anthony DeMarino	Pledge Educator	4.00	Officer	$0	$0	$0
Kaden Roy	Ritual Chair	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
2024	No data	No data	No data	No data
2023	$603,749	$615,905	$17,712	$-12,156
2022	$628,784	$642,494	$29,869	$-13,710
2021	$605,791	$574,534	$40,524	$31,257