Zeta Phi Beta Sorority Incorporated - State of MS (EIN 562447535) - 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

1938

Legal Domicile

Principal Officer

Portia Ellis

Phone

6015290493

Tax Period

2023-07-01 to 2024-06-30

Zeta Phi Beta Sorority Incorporated - State of MS, founded in 1938, is a small nonprofit that reported $347K in total revenue in fiscal year 2023. Revenue surged 45% from the prior year, signaling strong growth momentum. Expenses of $334K left a modest 4% surplus.

Mission

Zeta is community service driven non-profit community organization.

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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 $22,506

Program Service Revenue $316,274

Investment Income $0

Other Revenue $8,249

TOTAL REVENUE $347,029

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $331,361

TOTAL EXPENSES $334,361

Year-over-Year Comparison

	2023	2022	Change
Revenue	$347,029	$239,904	+0.4%
Expenses	$334,361	$277,565	+0.2%
Net Income	$12,668	$-37,661	-1.3%

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

N/A

Employees

N/A

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	Role	Reportable Comp	Other Comp	Total
Portia Ellis	State Director	Officer	$0	$0	$0
Sandrena Durr	Chair of the Executive Board	Officer	$0	$0	$0
Stephanie Dockersy	Secretary	Officer	$0	$0	$0
Elizabeth Blackshire	Assistant Secretary	Officer	$0	$0	$0
Wanda Bouldin	Financial Secretary	Officer	$0	$0	$0
Malisa Williams	Treasurer	Officer	$0	$0	$0
Eleanor Peterson	Parlimentariam	Officer	$0	$0	$0
Allison Holmes	Undergraduate Member at Large	Officer	$0	$0	$0
LeAnn Alexander	Undergraduate Coordinator	Officer	$0	$0	$0
Kabesha Perry	Youth Coordinator	Officer	$0	$0	$0
Charlotte Robinson	Amicae Coordinator	Officer	$0	$0	$0
Cynthia Hines	Geographical Coordinator	Officer	$0	$0	$0
Faye Foster	Geographical Coordinator	Officer	$0	$0	$0
Felicia Hadley	Geographical Coordinator	Officer	$0	$0	$0
Patricia Woods	Geographical Coordinator	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	$347,029	$334,361	$119,567	$12,668
2023	$239,904	$277,565	$106,899	$-37,661

Zeta Phi Beta Sorority Incorporated - State of MS