ZETA PHI BETA SORORITY INC (EIN 530261012) - 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

1923

Legal Domicile

Principal Officer

STACIE NC GRANT

Phone

2023873103

Tax Period

2023-07-01 to 2024-06-30

ZETA PHI BETA SORORITY INC, founded in 1923, is a community nonprofit that reported $8.1M in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.5M, a strong 19% operating margin.

Mission

SEE PART III, LINE 1.

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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 $479,433

Program Service Revenue $8,646,956

Investment Income $292,210

Other Revenue $-1,290,876

TOTAL REVENUE $8,127,723

Expense Breakdown

Grants Paid $1,079,375

Salaries & Benefits $864,448

Fundraising Expenses $0

Other Expenses $4,663,518

TOTAL EXPENSES $6,607,341

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,127,723	$12,881,178	-0.4%
Expenses	$6,607,341	$11,662,709	-0.4%
Net Income	$1,520,382	$1,218,469	+0.2%

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

1000

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
STACIE NC GRANT	INTL PRESIDE	40.00	Officer Director	$0	$0	$0
DENISHA L HENDRICKS	CHAIR OF THE	40.00	Officer Director	$0	$0	$0
GINA MERRITT EPPS	INTL FIRST V	40.00	Officer Director	$0	$0	$0
KAYLA CLARK	INTL SECOND	25.00	Officer Director	$0	$0	$0
NATASHA SUNDAY CLARKE	INTL SECRETA	25.00	Officer Director	$0	$0	$0
JULLIAHANN WASHINGTON	INTL TREASUR	40.00	Officer Director	$0	$0	$0
LINDA EDWARDS	INTL PARLIAM	25.00	Officer Director	$0	$0	$0
ALEXIS S SMITH	GRADUATE DIR	25.00	Director	$0	$0	$0
TALISA CLARK	GRADUATE DIR	25.00	Director	$0	$0	$0
LORIELLE GEORGETOWN	UNDERGRAD DI	25.00	Director	$0	$0	$0
SYDNI THOMAS	UNDER GRAD D	25.00	Director	$0	$0	$0
TE'ARA MARSHALL	UNDER GRAD D	N/A	Director	$0	$0	$0
MONIGO SAYGBAY-HALLIE	GRADUATE DIR	25.00	Director	$0	$0	$0
BEVERLY S TATHAM	ATLANTIC REG	25.00	Director	$0	$0	$0
AMELIA H BIRCHETTE	EASTERN REG	25.00	Director	$0	$0	$0
KEISHA D SMITH	GREAT LAKES	25.00	Director	$0	$0	$0
DANNE L JOHNSON	MIDWESTERN R	25.00	Director	$0	$0	$0
SHONTE N FULLER	PACIFIC REG	25.00	Director	$0	$0	$0
KENYA L WASHINGTON	SOUTH CNTRL	25.00	Director	$0	$0	$0
VICKI L PARSON	SOUTHEASTERN	25.00	Director	$0	$0	$0
RHETTA WASHINGTON MCCOY	SOUTHERN REG	25.00	Director	$0	$0	$0
LYNNTESHA ROBERTS HENLEY	INTERIM EXEC	40.00	Highest	$141,000	$0	$141,000
STACY N BURWELL	DEPUTY EXECU	40.00	Highest	$109,249	$0	$109,249

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	$9,904,090	$8,947,016	$28,722,956	$957,074
2024	$8,127,723	$6,607,341	$29,249,075	$1,520,382
2023	$12,881,178	$11,662,709	$22,513,964	$1,218,469
2022	$7,208,754	$6,749,052	$25,467,405	$459,702
2021	$7,582,963	$5,173,424	$20,915,125	$2,409,539
2020	$10,045,011	$9,264,325	$23,408,981	$780,686
2019	$10,276,744	$7,919,700	$22,866,072	$2,357,044
2018	$6,466,214	$3,757,932	$19,434,875	$2,708,282

ZETA PHI BETA SORORITY INC