Beta Theta Pi Fraternity Whitman

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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

1921

Legal Domicile

Phone

2063683221

Tax Period

2025-01-01 to 2025-12-31

Beta Theta Pi Fraternity Whitman, founded in 1921, is a micro nonprofit in the Education sector that reported $65K in total revenue in fiscal year 2025. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $101K exceeded revenue, resulting in a 57% operating deficit.

Mission

Rents generated from rental to fraternity members is used to maintain exempt use property

Program Service Accomplishments

Program 1

Expenses: $98,312 Revenue: $64,542

Rents received from fraternity members used to maintain exempt use property.

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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 (2025)

Revenue Breakdown

Contributions & Grants $550

Program Service Revenue $63,000

Investment Income $992

Other Revenue $0

TOTAL REVENUE $64,542

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,781

Program Expenses $98,312

Other Expenses $101,093

TOTAL EXPENSES $101,093

Year-over-Year Comparison

	2025	2024	Change
Revenue	$64,542	$81,259	-0.2%
Expenses	$101,093	$77,173	+0.3%
Net Income	$-36,551	$4,086	-9.9%

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

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	Role	Reportable Comp	Other Comp	Total
John Hale	Vice President	Officer	$0	$0	$0
Lewis Hale	Secretary	Officer	$0	$0	$0
John Coleman	Treasurer	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
2025	$64,542	$101,093	$900,786	$-36,551
2024	$81,259	$77,173	$918,152	$4,086
2023	$67,395	$74,282	$957,811	$-6,887
2022	$284,580	$53,488	$935,153	$231,092
2021	$35,342	$49,724	$633,061	$-14,382
2020	$77,129	$57,635	$706,374	$19,494
2019	$211,711	$51,786	$741,251	$159,925