BETA THETA PI FRATERNITY 221 DELTA BETA CHAPTER

EIN: 860543449

SANDIEGO, CA

Total Revenue
N/A
Total Expenses
N/A
Total Assets
$1,662
Net Assets
$1,662
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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
1959
Legal Domicile
AZ
Principal Officer
FRED OLIVER
Phone
8585609363
Tax Period
2020-01-01 to 2020-12-31

Mission

TO PROVIDE SOCIAL, LEADERSHIP, ACADEMIC AND PHILANTHROPIC ACTIVITES TO ITS MEMBERS.

Program Service Accomplishments

Program 1

UNIVERSITY OF ARIZONA CHAPTER OF THE BETA THETA PI GENERAL FRATERNITY THAT CONDUCTS SOCIAL, LEADERSHIP, ACADEMIC AND PHILANTHROPIC ACTIVITIES.

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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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $0
TOTAL EXPENSES $0

Year-over-Year Comparison

2020 2019 Change
Revenue N/A $407,644 -1.0%
Expenses N/A $409,918 -1.0%
Net Income N/A $-2,274 N/A
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

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Governance

Voting Members
8
Independent Members
8
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
4
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
J WILLIAM BRAMMER DIRECTOR 1.00
Director
$0 $0 $0
JOHN LIBBY DIRECTOR 1.00
Director
$0 $0 $0
GARY MORFIT DIRECTOR 1.00
Director
$0 $0 $0
TIMOTHY TORRINGTON DIRECTOR 1.00
Director
$0 $0 $0
NORMAN FREEMAN PRESIDENT 1.00
Officer Director
$0 $0 $0
GARRETT MUNRO VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
FRED OLIVER SECRETARY 1.00
Officer Director
$0 $0 $0
ROBERT MCLAUGHLIN TREASURER 1.00
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
2020 No data No data $1,662 No data
2019 $407,644 $409,918 $1,662 $-2,274
2018 $433,424 $432,388 $3,936 $1,036
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