BETA THETA PI - GAMMA PHI CHAPTER (EIN 730582839) - 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

1958

Legal Domicile

Principal Officer

ROBERT BEALL

Phone

4053217575

Tax Period

2024-06-01 to 2025-05-31

BETA THETA PI - GAMMA PHI CHAPTER, founded in 1958, is a small nonprofit that reported $958K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year.

Mission

PROVIDE A WHOLESOME, ENRICHING ENVIRONMENT FOR FRATERNITY MEN.

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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 $0

Program Service Revenue $0

Investment Income $9,576

Other Revenue $948,832

TOTAL REVENUE $958,408

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,050,810

TOTAL EXPENSES $1,050,810

Year-over-Year Comparison

	2024	2023	Change
Revenue	$958,408	$1,012,774	-0.1%
Expenses	$1,050,810	$855,987	+0.2%
Net Income	$-92,402	$156,787	-1.6%

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

210

Independent Members

210

Employees

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COLE HEBERT	PRESIDENT	10.00	Officer	$0	$0	$0
HUDSON BELL	VICE PRESIDENT	5.00	Officer	$0	$0	$0
LUKE WALKER	TREASURER	5.00	Officer	$0	$0	$0
TRISTIN CATHEY	SECRETARY	5.00	Officer	$0	$0	$0
JACK NORMAN	COUNSELOR	5.00	Officer	$0	$0	$0
STEVE SINOS	FINANCIAL ADVISOR	5.00	Officer	$0	$0	$0
ROBERT BEALL	FINANCIAL ADVISOR	5.00	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	$958,408	$1,050,810	$190,843	$-92,402
2024	$1,012,774	$855,987	$265,671	$156,787
2023	$778,643	$1,066,734	$74,184	$-288,091
2022	$868,193	$829,909	$380,230	$38,284
2021	$912,561	$957,330	$336,235	$-44,769
2020	$845,622	$744,789	$370,876	$100,833
2019	$721,343	$669,468	$249,167	$51,875
2018	$727,619	$898,772	$250,146	$-171,153

BETA THETA PI - GAMMA PHI CHAPTER