THE HOUSE FUND ASSOCIATION OF CALI… - Form 990 Financial Data

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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

1992

Legal Domicile

Principal Officer

SUSAN BEALL

Phone

9496314465

Tax Period

2023-09-01 to 2024-08-31

THE HOUSE FUND ASSOCIATION OF CALIFORNIA GAMMA PI BETA PHI, founded in 1992, is a small nonprofit that reported $134K in total revenue in fiscal year 2023. Revenue surged 3374% from the prior year, signaling strong growth momentum. The organization ran a surplus of $86K, a strong 64% operating margin.

Mission

EXCLUSIVELY FOR PLEASURE, RECREATION, AND OTHER NONPROFITABLE PURPOSES AND ACTIVITIES; TO PROMOTE LASTING AND ENDURING FRIENDSHIPS AMONG ITS MEMBERS; TO FOSTER HIGH STANDARDS OF INTELLECTUAL ACHIEVEMENT AND ETHICAL BEHAVIOR AMONG ITS MEMBERS; TO PROMOTE THE EDUCATION OF ITS MEMBERS AND TO PROMOTE THE EDUCATION AND SOCIAL MILIEU OF THE COLLEGE WHERE THE CALIFORNIA GAMMA CHAPTER IS ESTABLISHED; TO PROMOTE THE DEVELOPMENT OF EDUCATION AND ADVANCEMENT IN THE LIFE OF ITS MEMBERS AND TO PROMOTE THE STANDARDS AND IDEALS OF THE PI BETA PHI FRATERNITY.

Program Service Accomplishments

Program 1

PROMOTE EDUCATION AND LIFE ADVANCEMENT FOR ITS 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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $20,824

Program Service Revenue $38,400

Investment Income $18

Other Revenue $74,828

TOTAL REVENUE $134,070

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $47,803

TOTAL EXPENSES $47,803

Year-over-Year Comparison

	2023	2022	Change
Revenue	$134,070	$3,859	+33.7%
Expenses	$47,803	$61,733	-0.2%
Net Income	$86,267	$-57,874	-2.5%

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
SUSAN BEALL	President	15.00	Director	$0	$0	$0
ROBIN MACGILLIVRAY	Secretary/Treas	7.00	Director	$0	$0	$0
SUSAN SCHAFFER	ASST. TREASURER	5.00	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
2025	No data	No data	No data	No data
2024	$134,070	$47,803	$1,094,255	$86,267
2023	$3,859	$61,733	$996,057	$-57,874
2022	$-50,578	$50,477	$1,038,759	$-101,055
2021	$42,521	$41,972	$1,146,244	$549
2020	$89,692	$53,539	$1,126,477	$36,153
2019	$67,158	$42,992	$1,229,552	$24,166
2018	$82,730	$92,169	$1,255,908	$-9,439

THE HOUSE FUND ASSOCIATION OF CALIFORNIA GAMMA PI BETA PHI