BETA THETA HOUSE CORPORATION (EIN 631021556) - 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

1964

Legal Domicile

Principal Officer

MARK BOARDMAN

Phone

6597342900

Tax Period

2023-07-01 to 2024-06-30

BETA THETA HOUSE CORPORATION, founded in 1964, is a small nonprofit in the Education sector that reported $417K in total revenue in fiscal year 2018. Revenue grew 11% year-over-year, indicating healthy expansion. Net assets of $1.0M represent 30 months of operating reserves.

Mission

PROVIDE HOUSING FOR UNDERGRADUATE CHAPTER OF COLLEGIATE 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 (2023)

Revenue Breakdown

Contributions & Grants $455,375

Program Service Revenue $320,000

Investment Income $38,841

Other Revenue $0

TOTAL REVENUE $814,216

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $486,169

TOTAL EXPENSES $486,169

Year-over-Year Comparison

	2023	2022	Change
Revenue	$814,216	$418,956	+0.9%
Expenses	$486,169	$371,772	+0.3%
Net Income	$328,047	$47,184	+6.0%

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

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
MARK BOARDMAN	PRESIDENT	10.00	Officer	$0	$0	$0
BILL OWEN	VICE PRESIDENT	5.00	Officer	$0	$0	$0
BRANTLEY SANDERS III	TREASURER	1.00	Officer	$0	$0	$0
CHRIS SHERER	SECRETARY	1.00	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	No data	No data	No data	No data
2024	$814,216	$486,169	$3,642,045	$328,047
2023	$418,956	$371,772	$3,418,506	$47,184
2022	$377,893	$371,102	$3,470,355	$6,791
2021	$332,080	$381,643	$3,557,889	$-49,563
2020	$359,792	$406,634	$3,695,021	$-46,842
2019	$417,252	$411,298	$3,825,266	$5,954

BETA THETA HOUSE CORPORATION