BETA THETA PI FRATERNITY GAMMA TAU CHAPTER

EIN: 951650755

LONG BEACH, CA

Total Revenue
$380,650
Total Expenses
$449,709
Total Assets
N/A
Net Assets
N/A
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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
1948
Legal Domicile
CA
Principal Officer
JOHN WILLIAMS
Phone
5624238777
Tax Period
2018-09-01 to 2019-08-31

BETA THETA PI FRATERNITY GAMMA TAU CHAPTER, founded in 1948, is a small nonprofit that reported $381K in total revenue in fiscal year 2018. Revenue decreased 15% compared to the prior year. Expenses of $450K exceeded revenue, resulting in a 18% operating deficit.

Mission

TO PROVIDE ROOM AND BOARD, MEETING FACILITIES, PHILANTHROPY AND SOCIAL ACTIVITIES.

Program Service Accomplishments

Program 1

FRATERNITY ROOM, BOARD AND SOCIAL ACTIVITIES

Program 2

NATIONAL AND CHAPTER FRATERNAL ACTIVITIES

Program 3

RECRUITMENT OF NEW MEMBERS

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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%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $380,650
Investment Income $0
Other Revenue $0
TOTAL REVENUE $380,650

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $449,709
TOTAL EXPENSES $449,709

Year-over-Year Comparison

2018 2017 Change
Revenue $380,650 $446,777 -0.1%
Expenses $449,709 $402,480 +0.1%
Net Income $-69,059 $44,297 -2.6%
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

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Governance

Voting Members
3
Independent Members
N/A
Employees
N/A
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
0
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN D WILLIAMS TRUSTEE 0.50
Director
$0 $0 $0
LARRY STONE TRUSTEE 0.50
Director
$0 $0 $0
ANDREW PROCHNOW TRUSTEE 0.50
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
2019 $380,650 $449,709 No data $-69,059
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