Beta Rho Chapter of Alpha Phi Holding Co (EIN 916057857) - 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

1945

Legal Domicile

Principal Officer

Lauren Collier

Phone

8474750663

Tax Period

2024-07-01 to 2025-06-30

Beta Rho Chapter of Alpha Phi Holding Co, founded in 1945, is a small nonprofit in the Education sector that reported $726K in total revenue in fiscal year 2024. The organization ran a surplus of $118K, a strong 16% operating margin.

Mission

Provide for our members a safe, quality living environment that promotes academic excellence and individual and chapter success. We are committed to fiscal responsibility, operating with integrity , honoring tradition and demonstrating mutual respect in order to be the premier facility on each campus.

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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 (2024)

Revenue Breakdown

Contributions & Grants $5,949

Program Service Revenue $718,654

Investment Income $1,448

Other Revenue $0

TOTAL REVENUE $726,051

Expense Breakdown

Grants Paid $0

Salaries & Benefits $76,257

Fundraising Expenses $0

Other Expenses $531,498

TOTAL EXPENSES $607,755

Year-over-Year Comparison

	2024	2023	Change
Revenue	$726,051	$704,322	+0.0%
Expenses	$607,755	$575,962	+0.1%
Net Income	$118,296	$128,360	-0.1%

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

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
Sydney Smith	Board Member	1.00	Director	$0	$0	$0
Bella Boback	Board Member	1.00	Director	$0	$0	$0
Kayla Mullooly	Board Member	1.00	Director	$0	$0	$0
Lauren Collier	President	3.00	Officer	$0	$0	$0
Jessica Flatt	Secretary	1.00	Officer	$0	$0	$0
Jenny Hayton	Treasurer	1.00	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
2025	$726,051	$607,755	$2,008,796	$118,296
2024	$704,322	$575,962	$1,887,255	$128,360
2023	$652,205	$494,543	$1,751,357	$157,662
2022	$690,236	$512,160	$1,625,000	$178,076
2021	$442,813	$415,326	$1,490,417	$27,487
2020	$545,948	$478,488	$1,354,853	$67,460
2019	$595,715	$561,622	$1,327,354	$34,093

Beta Rho Chapter of Alpha Phi Holding Co