GAMMA PHI BETA FOUNDATION (EIN 756026984) - 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

1959

Legal Domicile

Principal Officer

KAREN MAYO

Phone

3037991874

Tax Period

2024-08-01 to 2025-07-31

GAMMA PHI BETA FOUNDATION, founded in 1959, is a community nonprofit that reported $4.2M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 28% operating margin.

Mission

MISSION: TO SUPPORT THE SUSTAINABILITY OF GAMMA PHI BETA'S EDUCATIONAL AND PHILANTHROPIC LEGACY. VISION: TO INSPIRE AND INVEST IN A CULTURE OF PHILANTHROPY FOR THE BENEFIT OF OUR SISTERHOOD.

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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 $2,660,404

Program Service Revenue $300,127

Investment Income $1,207,761

Other Revenue $0

TOTAL REVENUE $4,168,292

Expense Breakdown

Grants Paid $1,492,085

Salaries & Benefits $736,483

Fundraising Expenses $304,693

Program Expenses $2,152,946

Other Expenses $773,150

TOTAL EXPENSES $3,001,718

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,168,292	$3,390,102	+0.2%
Expenses	$3,001,718	$2,992,607	+0.0%
Net Income	$1,166,574	$397,495	+1.9%

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

$442,120

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHANIE CARRIERE	INTERNATIONAL PRESIDENT	2.00	Director	$0	$0	$0
BARBARA CHADWICK	BOARD CHAIR	2.00	Director	$0	$0	$0
PAULA ROZICKI-ROBERTS	TRUSTEE	2.00	Director	$0	$0	$0
HEATHER SWINDELLS	TRUSTEE	2.00	Director	$0	$0	$0
JESSICA BUDZIANOWSKI	TRUSTEE	2.00	Director	$0	$0	$0
KATHLEEN COLITZ	TRUSTEE	2.00	Director	$0	$0	$0
ANNABEL JONES	TRUSTEE	2.00	Director	$0	$0	$0
SUSAN GRANT SCHNEIDER	TRUSTEE	2.00	Director	$0	$0	$0
DENISE VOLLERT-PARROTTO	TRUSTEE	2.00	Director	$0	$0	$0
TERESA HANEY	INTERNATIONAL COUNCIL REPRESENTATIVE	2.00	Director	$0	$0	$0
MEGAN WICK	CHIEF EXECUTIVE OFFICER	12.00	Officer	$0	$18,701	$276,201
KAREN MAYO	CHIEF FINANCIAL OFFICER	12.00	Officer	$0	$23,429	$165,919
KENDRA BOCHER	CHIEF ADMINISTRATION OFFIC	0.00	Highest	$0	$19,872	$123,461
DEXTER BUSH-SCOTT	CHIEF HOUSING OFFICER	0.00	Highest	$0	$12,959	$126,778
TARA FORISTAL	CHIEF MARKETING OFFICER	6.00	Highest	$0	$6,024	$156,432
SAMANTHA KELTNER	CHIEF EXPERIENCE OFFICER	0.00	Highest	$0	$13,252	$163,749
ELIZABETH VAUGHN	CHIEF DEVELOPMENT OFFICER	40.00	Highest	$0	$20,411	$142,048

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	$4,168,292	$3,001,718	$21,965,483	$1,166,574
2024	No data	No data	No data	No data
2023	$7,380,237	$2,544,682	$18,833,306	$4,835,555
2022	$3,154,573	$2,035,625	$14,737,696	$1,118,948
2021	$3,099,603	$1,443,502	$15,235,607	$1,656,101
2020	$4,462,235	$2,692,988	$12,340,877	$1,769,247
2019	$3,507,726	$2,326,377	$10,555,937	$1,181,349
2018	$3,906,817	$2,728,901	$10,176,335	$1,177,916

GAMMA PHI BETA FOUNDATION