BETA IOTA HOUSE ASSOCIATION (EIN 846040636) - 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

1965

Legal Domicile

Principal Officer

MARY JANE BEACH

Phone

3178761870

Tax Period

2017-07-01 to 2018-06-30

BETA IOTA HOUSE ASSOCIATION, founded in 1965, is a small nonprofit that reported $182K in total revenue in fiscal year 2017. The organization ran a surplus of $61K, a strong 33% operating margin.

Mission

TO PROVIDE HOUSING.

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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 (2017)

Revenue Breakdown

Contributions & Grants $6,096

Program Service Revenue $175,818

Investment Income $29

Other Revenue $0

TOTAL REVENUE $181,943

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $121,432

TOTAL EXPENSES $121,436

Year-over-Year Comparison

	2017	2016	Change
Revenue	$181,943	$171,401	+0.1%
Expenses	$121,436	$196,049	-0.4%
Net Income	$60,507	$-24,648	-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

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

$461,251

Total Directors

$234,536

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY JANE BEACH	PRESIDENT	0.30	Officer Director	$0	$0	$0
ELIZABETH CORRIDAN	VICE PRESIDENT/SECRETARY	0.30	Officer Director	$0	$39,350	$234,536
CATHERINE KELLIE DICKERSON	VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
LEAH HARTMAN	VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
JEFF RISSER	CHIEF FINANCIAL OFFICER	0.30	Officer	$0	$15,677	$149,309
TERESA SMITH	FHC EXECUTIVE DIRECTOR	1.00	Officer	$0	$12,873	$77,406

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
2018	$181,943	$121,436	No data	$60,507

BETA IOTA HOUSE ASSOCIATION