BETA GAMMA CHAPTER OF PHI KAPP (EIN 820209328) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1947

Legal Domicile

Principal Officer

BENJAMIN HALLMAN

Phone

2565390601

Tax Period

2024-01-01 to 2024-12-31

Beta Gamma Chapter of Phi Kappa Tau, founded in 1947, is a small nonprofit that reported $223K in total revenue in fiscal year 2022. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $203K left a modest 9% surplus.

Mission

FRATERNAL CHAPTER. THE ORGANIZATION PROVIDES HOUSING AND RELATED EXPENSES FOR THE LOCAL FRATERNAL CHAPTER OF PHI KAPPA TAU.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $248,159

Investment Income $0

Other Revenue $0

TOTAL REVENUE $248,159

Expense Breakdown

Grants Paid $3,208

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $291,695

Other Expenses $288,487

TOTAL EXPENSES $291,695

Year-over-Year Comparison

	2024	2023	Change
Revenue	$248,159	$231,788	+0.1%
Expenses	$291,695	$244,838	+0.2%
Net Income	$-43,536	$-13,050	+2.3%

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

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
P COLLAER	PRESIDENT	1	Officer Director	$0	$0	$0
A HEADY	SECRETARY	1	Officer Director	$0	$0	$0
B HALLMAN	TREASURER	1	Officer Director	$0	$0	$0
K PRATHER	DIRECTOR	1	Director	$0	$0	$0
J PHALIN	DIRECTOR	1	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
2024	$248,159	$291,695	$73,348	$-43,536
2023	$231,788	$244,838	$131,817	$-13,050
2022	$223,382	$202,908	$157,268	$20,474

BETA GAMMA CHAPTER OF PHI KAPP