Gamma Phi Beta Sigma - Beta Sigma Chapter AHC (EIN 910626677) - 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

Principal Officer

Anne Lease

Phone

3037991874

Tax Period

2021-08-01 to 2022-07-31

Gamma Phi Beta Sigma - Beta Sigma Chapter AHC, founded in 1940, is a micro nonprofit that reported $909K in total revenue in fiscal year 2021. Revenue fell 621% from the prior year — a significant decline worth monitoring.

Mission

To recognize and encourage individual excellence in education; to promote the development of leadership ability and character in its members; to foster, disseminate, and improve education through appropriate community service projects.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $292,503

Investment Income $-1,201,120

Other Revenue $0

TOTAL REVENUE $-908,617

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,772

Fundraising Expenses $0

Program Expenses $270,151

Other Expenses $282,987

TOTAL EXPENSES $285,759

Year-over-Year Comparison

	2021	2020	Change
Revenue	$-908,617	$174,508	-6.2%
Expenses	$285,759	$309,831	-0.1%
Net Income	$-1,194,376	$-135,323	+7.8%

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

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
Shelly Russell	President	10.00	Officer Director	$0	$0	$0
Janine Etier	Vice President	10.00	Officer Director	$0	$0	$0
Allison Brown	Secretary	10.00	Officer Director	$0	$0	$0
Erin Quigley	Member-at-Large	10.00	Director	$0	$0	$0
Shauna Wilson	Member-at-Large	10.00	Director	$0	$0	$0
Callie Bauer	Member	10.00	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
2022	$-908,617	$285,759	No data	$-1,194,376
2021	$174,508	$309,831	$1,393,042	$-135,323
2020	$544,418	$520,416	$1,568,670	$24,002
2019	$552,445	$511,414	$1,524,651	$41,031
2018	$616,380	$534,988	$1,527,347	$81,392

Gamma Phi Beta Sigma - Beta Sigma Chapter AHC