BETA PHI TEKES HOUSING CORPORATION (EIN 720573875) - 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

1956

Legal Domicile

Principal Officer

JODY WALTZ

Phone

5042893478

Tax Period

2024-07-01 to 2025-06-30

BETA PHI TEKES HOUSING CORPORATION, founded in 1956, is a small nonprofit that reported $620K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $124K, a strong 20% operating margin.

Mission

TO PROMOTE AND SUSTAIN THE OPERATION OF THE MEETING PLACE FOR MEMBERS OF BETA PHI TEKES FRATERNITY ON THE CAMPUS OF LOUISIANA STATE UNIVERSITY IN BATON ROUGE LA

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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 $578,110

Program Service Revenue $0

Investment Income $42,388

Other Revenue $0

TOTAL REVENUE $620,498

Expense Breakdown

Grants Paid $0

Salaries & Benefits $49,251

Fundraising Expenses $0

Other Expenses $101,870

TOTAL EXPENSES $496,949

Year-over-Year Comparison

	2024	2023	Change
Revenue	$620,498	$690,948	-0.1%
Expenses	$496,949	$481,482	+0.0%
Net Income	$123,549	$209,466	-0.4%

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
JEFFERY WALTZ	LEGAL ADVISOR	2.00	Director	$0	$0	$0
BEN MYERS	ADVISOR	2.00	Director	$0	$0	$0
JESSE LAGARDE	ADVISOR	2.00	Director	$0	$0	$0
PARISH TILLMAN	ADVISOR	2.00	Director	$0	$0	$0
NICK TRYFOROS	ADVISOR	2.00	Director	$0	$0	$0
DR WILLIAM FOWLER	ADVISOR	2.00	Director	$0	$0	$0
JODY WALTZ	PRESIDENT	2.00	Officer Director	$0	$0	$0
ALBERT PELLISSIER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
STEPHEN MALLEY	SECRETARYTREASURER	2.00	Officer 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
2025	$620,498	$496,949	$1,420,061	$123,549
2024	$690,948	$481,482	$1,272,203	$209,466
2023	$550,740	$425,344	$1,098,470	$125,396
2022	$572,691	$478,310	$1,023,094	$94,381
2021	$543,687	$399,182	$842,746	$144,505
2020	$582,594	$402,319	$698,241	$180,275
2019	$608,775	$459,732	$517,966	$149,043

BETA PHI TEKES HOUSING CORPORATION