ALABAMA BETA OF PI BETA PHI HOUSE ASSOCIATION INCORPORATED (EIN 630818055) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1950

Legal Domicile

Principal Officer

LAUREN TENANT

Phone

8002766342

Tax Period

2024-09-01 to 2025-08-31

ALABAMA BETA OF PI BETA PHI HOUSE ASSOCIATION INCORPORATED, founded in 1950, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2017. Revenue surged 53% from the prior year, signaling strong growth momentum. Expenses of $1.4M left a modest 11% surplus.

Mission

PROVIDE HOUSING AND SUPPORT FOR SOCIAL FRATERNITY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,044,040

Program Service Revenue $1,911,558

Investment Income $7,815

Other Revenue $0

TOTAL REVENUE $3,963,413

Expense Breakdown

Grants Paid $2,045,290

Salaries & Benefits $186,565

Fundraising Expenses $0

Other Expenses $1,530,848

TOTAL EXPENSES $3,762,703

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,963,413	$1,918,223	+1.1%
Expenses	$3,762,703	$1,749,924	+1.2%
Net Income	$200,710	$168,299	+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

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
LAUREN TENANT	PRESIDENT	8.00	Officer	$0	$0	$0
ERIN FREEMAN	TREASURER	1.00	Officer	$0	$0	$0
TANA LATHAM	SECRETARY	2.00	Officer	$0	$0	$0
CARRIE THOMAS	MEMBER AT LA	2.00	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	$3,963,413	$3,762,703	$15,754,090	$200,710
2024	$1,918,223	$1,749,924	$15,829,546	$168,299
2023	$2,813,973	$2,782,141	$15,855,671	$31,832
2022	$2,809,750	$2,819,838	$16,056,470	$-10,088
2021	$2,691,404	$2,796,949	$16,350,321	$-105,545
2020	$2,652,242	$2,673,506	$16,696,962	$-21,264
2019	$2,771,977	$2,683,352	$17,568,891	$88,625
2018	$1,547,983	$1,379,164	$18,014,145	$168,819

ALABAMA BETA OF PI BETA PHI HOUSE ASSOCIATION INCORPORATED