Beta Alpha of Gamma Phi Beta Inc (EIN 950546065) - 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

1939

Legal Domicile

Principal Officer

Christy Kennedy

Phone

3102085474

Tax Period

2024-08-01 to 2025-07-31

Beta Alpha of Gamma Phi Beta Inc, founded in 1939, is a small nonprofit that reported $730K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $954K exceeded revenue, resulting in a 31% operating deficit.

Mission

Holding title to local chapter of college sorority providing room and board, meeting facilities, and social activities for members only.

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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 $727,320

Program Service Revenue $0

Investment Income $2,649

Other Revenue $0

TOTAL REVENUE $729,969

Expense Breakdown

Grants Paid $0

Salaries & Benefits $192,019

Fundraising Expenses $0

Program Expenses $953,973

Other Expenses $761,954

TOTAL EXPENSES $953,973

Year-over-Year Comparison

	2024	2023	Change
Revenue	$729,969	$819,615	-0.1%
Expenses	$953,973	$1,029,280	-0.1%
Net Income	$-224,004	$-209,665	+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

N/A

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
Christy Kennedy	President	2.00	Officer Director	$0	$0	$0
Erin Walsh	Treasurer	2.00	Officer Director	$0	$0	$0
Jennifer Chuang	Secretary	2.00	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
2025	$729,969	$953,973	$1,007,647	$-224,004
2024	$819,615	$1,029,280	$1,217,523	$-209,665
2023	$877,750	$1,055,427	$1,441,993	$-177,677
2022	$998,842	$982,569	$1,606,046	$16,273
2021	$107,477	$326,530	$1,582,756	$-219,053
2020	$784,925	$887,150	$1,785,177	$-102,225

Beta Alpha of Gamma Phi Beta Inc