BETA OMEGA CHAPTER OF GAMMA PHI (EIN 860222441) - 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

1956

Legal Domicile

Principal Officer

KRISTEN GEORGE

Phone

7022677985

Tax Period

2019-08-01 to 2020-07-31

BETA OMEGA CHAPTER OF GAMMA PHI, founded in 1956, is a micro nonprofit that reported $22K in total revenue in fiscal year 2019. Revenue fell 75% from the prior year — a significant decline worth monitoring. Expenses of $31K exceeded revenue, resulting in a 37% operating deficit.

Mission

SORORITY ASSOCIATION

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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 (2019)

Revenue Breakdown

Contributions & Grants $22,487

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $22,487

Expense Breakdown

Grants Paid $10,201

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $20,648

TOTAL EXPENSES $30,849

Year-over-Year Comparison

	2019	2018	Change
Revenue	$22,487	$90,969	-0.8%
Expenses	$30,849	$67,732	-0.5%
Net Income	$-8,362	$23,237	-1.4%

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

N/A

Independent Members

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SASHA JEFFERY	PRESIDENT	25.00	Officer	$0	$0	$0
MORGAN COEFIELD	AVP	15.00	Officer	$0	$0	$0
KELSEY NOLL	FVP	15.00	Officer	$0	$0	$0
PARKER FLEETWOOD	PAVP	6.00	Officer	$0	$0	$0
KALLI TUTRONE	PRVP	15.00	Officer	$0	$0	$0
JULIA ZIMMERMAN	MVP	15.00	Officer	$0	$0	$0
BRIDGET GRAY	EVP	15.00	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
2020	$22,487	$30,849	$110,201	$-8,362
2019	$90,969	$67,732	$122,059	$23,237

BETA OMEGA CHAPTER OF GAMMA PHI