ZETA BETA HOUSE CORPORATION OF ALPH DELTA PI C/O ALEXANDER GUESS CPA PA (EIN 561142537) - 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

1975

Legal Domicile

Principal Officer

MORGAN LOUGHRIDGE

Phone

9194347170

Tax Period

2024-07-01 to 2025-06-30

ZETA BETA HOUSE CORPORATION OF ALPH DELTA PI C/O ALEXANDER GUESS CPA PA, founded in 1975, is a small nonprofit that reported $510K in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $149K, a strong 29% operating margin.

Mission

THE ORGANIZATION PROVIDES AND MAINTAINS LIVING QUARTERS TO ACTIVE MEMBERS OF A COLLEGE SOCIAL SORORITY CHAPTER.

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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 (2024)

Revenue Breakdown

Contributions & Grants $199,121

Program Service Revenue $948,938

Investment Income $34,822

Other Revenue $-672,577

TOTAL REVENUE $510,304

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $361,657

TOTAL EXPENSES $361,657

Year-over-Year Comparison

	2024	2023	Change
Revenue	$510,304	$365,576	+0.4%
Expenses	$361,657	$373,330	0.0%
Net Income	$148,647	$-7,754	-20.2%

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

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
KELLY BARTLETT	DIRECTOR	N/A	Officer	$0	$0	$0
LYNN DUNN	DIRECTOR	N/A	Officer	$0	$0	$0
SUSAN GRESSEL	SECRETARY	N/A	Officer	$0	$0	$0
MORGAN LOUGHRIDGE	TREASURER	N/A	Officer	$0	$0	$0
ANGELA MCCOY	VICE PRESIDE	N/A	Officer	$0	$0	$0
SUSAN SUMMERS	DIRECTOR	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	$510,304	$361,657	$9,482,964	$148,647
2024	$365,576	$373,330	$9,529,605	$-7,754
2023	$684,526	$316,482	$8,226,695	$368,044
2022	$531,896	$336,682	$8,033,737	$195,214
2021	$624,697	$528,667	$6,148,355	$96,030
2020	$355,824	$540,416	$1,472,147	$-184,592
2019	$302,715	$38,116	$1,656,739	$264,599

ZETA BETA HOUSE CORPORATION OF ALPH DELTA PI C/O ALEXANDER GUESS CPA PA