ALPHA XI OF GAMMA PHI BETA SORORITY

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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

1933

Legal Domicile

Principal Officer

LISA WILTSEE NORTON

Phone

2145052671

Tax Period

2023-08-01 to 2024-07-31

ALPHA XI OF GAMMA PHI BETA SORORITY, founded in 1933, is a small nonprofit that reported $376K in total revenue in fiscal year 2023. Expenses of $419K exceeded revenue, resulting in a 11% operating deficit.

Mission

ORGANIZATIONS PRIMARY EXEMPT PURPOSE IS TO PROVIDE HOUSING AND MEALS FOR MEMBERS ATTENDING THE UNIVERSITY.

Program Service Accomplishments

Program 1

ORGANIZATIONS PRIMARY EXEMPT PURPOSE IS TO PROVIDE HOUSING AND MEALS FOR MEMBERS ATTENDING THE UNIVERSITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $376,347

Investment Income $42

Other Revenue $0

TOTAL REVENUE $376,389

Expense Breakdown

Grants Paid $0

Salaries & Benefits $71,289

Fundraising Expenses $0

Other Expenses $347,392

TOTAL EXPENSES $418,681

Year-over-Year Comparison

	2023	2022	Change
Revenue	$376,389	$348,581	+0.1%
Expenses	$418,681	$448,795	-0.1%
Net Income	$-42,292	$-100,214	-0.6%

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

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

$38,769

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA WILTSEE NORTON	PRESIDENT	N/A	Officer Director	$0	$0	$0
RACHEL SINGER	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
ROCHELLE STRADA BULLOCK	SECRETARY	N/A	Officer Director	$0	$0	$0
SARAH STANSFIELD SIMMONS	TREASURER	N/A	Officer Director	$0	$0	$0
ELENA ROHWEDER ANDRO	PROPERTY MAN	N/A	Director	$0	$0	$0
CLAUDIA JENKINS	HOUSE DIRECT	32.00	Director	$38,769	$0	$38,769
KAREN LENYO HERLEMAN	MEMBER AT LA	N/A		$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
2024	$376,389	$418,681	$406,421	$-42,292
2023	$348,581	$448,795	$448,950	$-100,214
2022	$465,870	$441,247	$549,821	$24,623
2021	$388,353	$427,645	$524,806	$-39,292
2020	$414,113	$415,507	$563,779	$-1,394
2019	$442,543	$484,453	$566,358	$-41,910
2018	$431,184	$466,488	$614,580	$-35,304