BETA UPSILON OF GAMMA PHI BETA SORORITY INC (EIN 481028056) - 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

1956

Legal Domicile

Principal Officer

ANDREA KRAUSS

Phone

7854452528

Tax Period

2023-08-01 to 2024-07-31

BETA UPSILON OF GAMMA PHI BETA SORORITY INC, founded in 1956, is a small nonprofit that reported $639K in total revenue in fiscal year 2023. Expenses of $569K left a modest 11% surplus.

Mission

PROVIDE HOUSING, FOOD AND ACTIVITIES IN A POSITIVE ACADEMIC AND SOCIAL ENVIRONMENT AT KSU.

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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 $630,083

Investment Income $8,418

Other Revenue $0

TOTAL REVENUE $638,501

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,536

Fundraising Expenses $0

Other Expenses $538,979

TOTAL EXPENSES $568,515

Year-over-Year Comparison

	2023	2022	Change
Revenue	$638,501	$601,725	+0.1%
Expenses	$568,515	$556,851	+0.0%
Net Income	$69,986	$44,874	+0.6%

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

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
TONYA HOOBLER	PRESIDENT	4.00	Officer Director	$0	$0	$0
HEATHER LANDSDOWNE	VICE-PRESIDENT	4.00	Officer Director	$0	$0	$0
ANDREA KRAUSS	TREASURER	4.00	Officer Director	$0	$0	$0
CINDY HORCHAM	SECRETARY	4.00	Officer Director	$0	$0	$0
LORI LAVEZZI	MEMBER	4.00	Director	$0	$0	$0
MEREDITH SLEICHTER	MEMBER	4.00	Director	$0	$0	$0
TAMMY LAUDEN	MEMBER	4.00	Director	$0	$0	$0
SYDNEY RASMUSSEN	MEMBER	4.00	Director	$0	$0	$0
DENISE WILKENS	MEMBER	4.00	Director	$0	$0	$0
NANCY RASMUSSEN	MEMBER	4.00	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	$638,501	$568,515	$2,091,970	$69,986
2023	$601,725	$556,851	$2,018,095	$44,874
2022	$595,344	$545,174	$2,004,190	$50,170
2021	$557,925	$514,279	$1,725,775	$43,646
2020	$484,481	$510,581	$2,022,498	$-26,100
2019	$484,440	$537,732	$2,096,333	$-53,292
2018	$508,537	$508,648	$1,876,415	$-111

BETA UPSILON OF GAMMA PHI BETA SORORITY INC