Zeta Beta Tau - Phi Sigma Delta Corp (EIN 956056937) - 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

1935

Legal Domicile

Principal Officer

Jack Verschleiser

Phone

3102085474

Tax Period

2023-07-01 to 2024-06-30

Zeta Beta Tau - Phi Sigma Delta Corp, founded in 1935, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 1758% from the prior year, signaling strong growth momentum. The organization ran a surplus of $964K, a strong 89% operating margin.

Mission

Holding title to local chapter of national college fraternity providing room and board 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 (2023)

Revenue Breakdown

Contributions & Grants $1,010,000

Program Service Revenue $0

Investment Income $74,930

Other Revenue $0

TOTAL REVENUE $1,084,930

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $107,695

Other Expenses $120,898

TOTAL EXPENSES $120,898

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,084,930	$58,401	+17.6%
Expenses	$120,898	$149,894	-0.2%
Net Income	$964,032	$-91,493	-11.5%

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

N/A

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
Jack Verschleiser	President	2.00	Officer	$0	$0	$0
Jerry Katz	Treasurer	2.00	Officer	$0	$0	$0
Robert Kopel	Secretary	2.00	Officer	$0	$0	$0
Irving Chase	Director	2.00	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	$1,084,930	$120,898	$6,210,440	$964,032
2023	$58,401	$149,894	$5,469,179	$-91,493
2022	$185,607	$147,109	$2,333,521	$38,498
2021	$185,812	$191,628	$1,304,765	$-5,816

Zeta Beta Tau - Phi Sigma Delta Corp