GAMMA BETA PHI SOCIETY (EIN 576028433) - 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

1964

Legal Domicile

Principal Officer

NIKKI SIMPSON

Phone

8655911009

Tax Period

2023-07-01 to 2024-06-30

GAMMA BETA PHI SOCIETY, founded in 1964, is a small nonprofit that reported $269K in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $362K exceeded revenue, resulting in a 35% operating deficit.

Mission

RECOGNITION OF ACADEMIC ACHIEVEMENT

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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 $232,374

Program Service Revenue $0

Investment Income $6

Other Revenue $36,625

TOTAL REVENUE $269,005

Expense Breakdown

Grants Paid $19,625

Salaries & Benefits $108,623

Fundraising Expenses $0

Program Expenses $335,246

Other Expenses $233,993

TOTAL EXPENSES $362,241

Year-over-Year Comparison

	2023	2022	Change
Revenue	$269,005	$352,932	-0.2%
Expenses	$362,241	$342,680	+0.1%
Net Income	$-93,236	$10,252	-10.1%

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

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

$42,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARON JEAN-PHILIPPE	PRESIDENT EL	20.00	Director	$22,000	$0	$22,000
NIKKI SIMPSON	PRESIDENT	20.00	Director	$20,000	$0	$20,000
KYMBERLY HARRIS	ADVISOR MEMB	N/A	Director	$0	$0	$0
KIMBERLEY POLAND	PROFESSIONAL	N/A	Director	$0	$0	$0
JAMES SMITH	ADVISOR MEMB	N/A	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	$269,005	$362,241	$30,671	$-93,236
2023	$352,932	$342,680	$116,714	$10,252
2022	$263,401	$301,519	$106,462	$-38,118
2021	$498,385	$413,592	$169,588	$84,793
2020	$370,821	$434,484	$86,151	$-63,663
2019	$440,674	$455,915	$123,661	$-15,241
2018	$409,164	$493,057	$139,007	$-83,893

GAMMA BETA PHI SOCIETY