Theta of Gamma Phi Beta Sorority (EIN 846036134) - 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

1940

Legal Domicile

Tax Period

2023-08-01 to 2024-07-31

Theta of Gamma Phi Beta Sorority, founded in 1940, is a small nonprofit that reported $334K in total revenue in fiscal year 2023. Expenses of $310K left a modest 7% surplus.

Mission

Provide housing, meal service and social activities for members of the Theta Chapter of Gamma Phi Beta Sorority. Each member benefits from the services provided to the members.

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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 $331,510

Investment Income $2,215

Other Revenue $0

TOTAL REVENUE $333,725

Expense Breakdown

Grants Paid $0

Salaries & Benefits $35,200

Fundraising Expenses $0

Program Expenses $299,834

Other Expenses $274,340

TOTAL EXPENSES $309,540

Year-over-Year Comparison

	2023	2022	Change
Revenue	$333,725	$310,205	+0.1%
Expenses	$309,540	$302,613	+0.0%
Net Income	$24,185	$7,592	+2.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Taylor Fort	Member at Large	1.00	Director	$0	$0	$0
Marie Friedman	Member at Large	1.00	Director	$0	$0	$0
Tamara Smith	Chapter Advisor	1.00	Director	$0	$0	$0
Zoe Tanner	Theta Chapter Facility Mgr	1.00	Director	$0	$0	$0
Jenna Lowenberg	Theta Chapter Financial VP	1.00	Director	$0	$0	$0
Kathleen Panek	Member at Large	1.00	Director	$0	$0	$0
Megan Farrell	Member at Large	1.00	Director	$0	$0	$0
Larissa Fedorovich-Klein	Theta Chapter President	1.00	Director	$0	$0	$0
Marlo Tapley	President	5.00	Officer	$0	$0	$0
Michael McPhee	Vice President	3.00	Officer	$0	$0	$0
Judy Lacy	Treasurer	3.00	Officer	$0	$0	$0
Beverly Petry	Secretary	3.00	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	No data	No data	No data	No data
2024	$333,725	$309,540	$1,003,979	$24,185
2023	$310,205	$302,613	$969,696	$7,592
2022	$344,912	$288,642	$965,488	$56,270
2021	$219,740	$227,564	$899,382	$-7,824

Theta of Gamma Phi Beta Sorority