ALPHA EPSILON HOUSE CORPORATION GAMMA PHI BETA (EIN 860096685) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1874

Legal Domicile

Principal Officer

SUZANNE BARON HELMING

Phone

5207450885

Tax Period

2024-08-01 to 2025-07-31

ALPHA EPSILON HOUSE CORPORATION GAMMA PHI BETA, founded in 1874, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $1.4M left a modest 4% surplus.

Mission

SOCIAL CLUB

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,382,212

Investment Income $32,094

Other Revenue $0

TOTAL REVENUE $1,414,306

Expense Breakdown

Grants Paid $0

Salaries & Benefits $163,779

Fundraising Expenses $0

Program Expenses $1,362,298

Other Expenses $1,184,569

TOTAL EXPENSES $1,362,298

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,414,306	$1,221,562	+0.2%
Expenses	$1,362,298	$1,165,565	+0.2%
Net Income	$52,008	$55,997	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AUDREY CAMPBELL	TREASURER	N/A	Officer Director	$0	$0	$0
NANCY GROH	SECRETARY	N/A	Director	$0	$0	$0
AMY HARRIES	CH ADVISOR	N/A	Director	$0	$0	$0
SUZANNE BARON HELMING	PRESIDENT	N/A	Officer Director	$0	$0	$0
PAIGE KRATOVIL	MEMBER	N/A	Director	$0	$0	$0
COLLEEN MACKEY	FINANCIAL AD	N/A	Director	$0	$0	$0
KELLY PELLETIER	MEMBER	N/A	Director	$0	$0	$0
KATIE RATLIFF	MEMBER	N/A	Director	$0	$0	$0
SUZETTE ROSENBLATT	MEMBER	N/A	Director	$0	$0	$0
MARY VENEZIA	MEMBER	N/A	Director	$0	$0	$0
BETTY VINALL	MEMBER	N/A	Director	$0	$0	$0
JANET L WEST	PERSONNEL	N/A	Officer 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
2025	$1,414,306	$1,362,298	$2,484,605	$52,008
2024	$1,221,562	$1,165,565	$2,420,051	$55,997
2023	$1,235,250	$1,219,131	$2,306,070	$16,119
2022	$1,120,697	$1,100,535	$2,331,775	$20,162
2021	$992,880	$848,666	$2,291,259	$144,214
2021	$963,545	$1,123,062	$2,210,158	$-159,517
2020	$910,343	$850,191	$2,147,045	$60,152
2019	$1,021,493	$949,654	$2,328,167	$71,839
2018	$776,464	$834,734	$2,183,571	$-58,270

ALPHA EPSILON HOUSE CORPORATION GAMMA PHI BETA