ZETA BETA TAU TEXAS LAMBDA (EIN 742831564) - 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

1989

Legal Domicile

Principal Officer

NEIL GOLDBERG

Phone

9724904653

Tax Period

2024-08-01 to 2025-07-31

ZETA BETA TAU TEXAS LAMBDA, founded in 1989, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. Expenses of $2.3M left a modest 14% surplus.

Mission

THE ORGANIZATION IS A COLLEGE FRATERNITY

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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 $2,412,241

Program Service Revenue $214,200

Investment Income $32,371

Other Revenue $0

TOTAL REVENUE $2,658,812

Expense Breakdown

Grants Paid $0

Salaries & Benefits $320,726

Fundraising Expenses $0

Other Expenses $1,977,577

TOTAL EXPENSES $2,298,303

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,658,812	$1,877,783	+0.4%
Expenses	$2,298,303	$2,023,354	+0.1%
Net Income	$360,509	$-145,571	-3.5%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID GICHNER	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JAKE LIGHT	TREASURER	5.00	Officer Director	$0	$0	$0
CARSON COHEN	TREASURER	5.00	Officer Director	$0	$0	$0
GABE WESTREICH	PRESIDENT	5.00	Officer Director	$0	$0	$0
JULIEN FEUERMAN	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MATT MICHAELS	SECRETARY	5.00	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	$2,658,812	$2,298,303	$444,159	$360,509
2024	$1,877,783	$2,023,354	$338,162	$-145,571
2023	$1,744,325	$1,754,997	$252,926	$-10,672
2022	$1,671,786	$1,939,832	$286,134	$-268,046
2021	$1,404,251	$1,470,965	$485,070	$-66,714
2020	$1,613,989	$1,421,613	$533,284	$192,376
2019	$1,701,782	$1,636,907	$389,849	$64,875
2018	$1,594,244	$1,406,683	$328,142	$187,561

ZETA BETA TAU TEXAS LAMBDA