Alpha Iota of Gamma Phi Beta (EIN 950759590) - 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

1927

Legal Domicile

Principal Officer

Lisa Sinow

Phone

6616186950

Tax Period

2024-08-01 to 2025-07-31

Alpha Iota of Gamma Phi Beta, founded in 1927, is a small nonprofit that reported $973K in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $169K, a strong 17% operating margin.

Mission

Oversee all aspects of operation of the Chapter House We meet monthly to review the operations of the Chapter house to ensure the comfort of all residents. Board manages the annual house budget, house repairs, and

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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 $0

Program Service Revenue $933,076

Investment Income $0

Other Revenue $39,845

TOTAL REVENUE $972,921

Expense Breakdown

Grants Paid $0

Salaries & Benefits $271,620

Fundraising Expenses $0

Other Expenses $532,768

TOTAL EXPENSES $804,388

Year-over-Year Comparison

	2024	2023	Change
Revenue	$972,921	$809,908	+0.2%
Expenses	$804,388	$882,933	-0.1%
Net Income	$168,533	$-73,025	-3.3%

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
Julie Chiu	Officer	10.00	Officer	$0	$0	$0
Natalie Arranaga	Treasurer	N/A	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	$972,921	$804,388	$720,581	$168,533
2024	$809,908	$882,933	$569,032	$-73,025
2023	$776,233	$833,871	$643,779	$-57,638
2022	$563,558	$604,795	$730,240	$-41,237
2021	$430,351	$503,063	$815,352	$-72,712
2020	$584,824	$543,380	$1,030,172	$41,444
2018	$668,361	$589,034	$982,154	$79,327

Alpha Iota of Gamma Phi Beta