BETA-RHO ZETA OF LAMBDA CHI ALPHA INC (EIN 953322693) - 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

1972

Legal Domicile

Principal Officer

SPENCER SCHMERLING

Phone

8189172545

Tax Period

2023-08-01 to 2024-07-31

BETA-RHO ZETA OF LAMBDA CHI ALPHA INC, founded in 1972, is a micro nonprofit that reported $11K in total revenue in fiscal year 2023. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $10K left a modest 13% surplus.

Mission

PROVIDING A HOUSE TO UNDERGRADUATE STUDENT MEMBERS OF AFFILIATED ORGANIZATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $11,129

TOTAL REVENUE $11,129

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $9,716

TOTAL EXPENSES $9,716

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,129	$19,412	-0.4%
Expenses	$9,716	$29,367	-0.7%
Net Income	$1,413	$-9,955	-1.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SPENCER SCHMERLING	PRESIDENT	4.00	Director	$0	$0	$0
RICHARD CHILDS	SECRETARY	2.00	Director	$0	$0	$0
SCOTT PRESS	TREASURER	1.00	Director	$0	$0	$0
TONY LLANOS	DIRECTOR	1.00	Director	$0	$0	$0
DARREN ARRIETA	DIRECTOR	1.00	Director	$0	$0	$0
MAURY SANDERS	DIRECTOR	1.00	Director	$0	$0	$0
ELLIS SAN JOSE	DIRECTOR	1.00	Director	$0	$0	$0
JOSE MALTA	DIRECTOR	1.00	Director	$0	$0	$0
DAVID TAPIA	DIRECTOR	1.00	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
2024	$11,129	$9,716	$521,865	$1,413
2023	$19,412	$29,367	$542,122	$-9,955
2022	$20,658	$7,614	$665,358	$13,044
2021	$-2,808	$19,480	$1,015,768	$-22,288
2020	$-9,379	$14,643	$1,557,695	$-24,022
2019	$-15,678	$15,396	$1,515,907	$-31,074
2018	$3,000	$1,955	$1,465,516	$1,045

BETA-RHO ZETA OF LAMBDA CHI ALPHA INC