BETA RHO ALUMNI ASSN (EIN 936027839) - 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

1909

Legal Domicile

Principal Officer

BARCLAY GRAYSON

Phone

5414847394

Tax Period

2024-09-01 to 2025-08-31

BETA RHO ALUMNI ASSN, founded in 1909, is a small nonprofit that reported $489K in total revenue in fiscal year 2024. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $439K left a modest 10% surplus.

Mission

STUDENT HOUSING

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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 $11,704

Program Service Revenue $467,223

Investment Income $9,749

Other Revenue $0

TOTAL REVENUE $488,676

Expense Breakdown

Grants Paid $0

Salaries & Benefits $56,512

Fundraising Expenses $0

Program Expenses $438,777

Other Expenses $382,265

TOTAL EXPENSES $438,777

Year-over-Year Comparison

	2024	2023	Change
Revenue	$488,676	$797,478	-0.4%
Expenses	$438,777	$622,098	-0.3%
Net Income	$49,899	$175,380	-0.7%

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
WILLIAM SCHAUB	PRESIDENT	3.00	Officer	$0	$0	$0
BARCLAY GRAYSON	TREASURER	3.00	Officer	$0	$0	$0
DANIEL OCCHIPINTI	SECRETARY	1.00	Officer	$0	$0	$0
THEODORE GILLETTE	OFFICER	1.00	Officer	$0	$0	$0
BRANDT BUNTING	VICE PRESIDENT	3.00	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	$488,676	$438,777	$3,729,589	$49,899
2024	$797,478	$622,098	$3,719,458	$175,380
2023	$683,999	$205,064	$1,464,652	$478,935
2022	$268,375	$178,152	$1,002,764	$90,223
2021	$256,233	$210,697	$924,868	$45,536
2020	$267,029	$246,778	$895,740	$20,251
2019	$119,000	$75,510	$942,847	$43,490

BETA RHO ALUMNI ASSN