Alpha Iota Chapter of Gamma Phi Beta (EIN 956102188) - 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

1954

Legal Domicile

Principal Officer

Kate Bridge

Phone

3108245870

Tax Period

2024-08-01 to 2025-07-31

Alpha Iota Chapter of Gamma Phi Beta, founded in 1954, is a small nonprofit that reported $249K in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring.

Mission

Manage the chapter members on conduct while residents of the home.

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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 $249,275

Investment Income $0

Other Revenue $0

TOTAL REVENUE $249,275

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $273,152

TOTAL EXPENSES $273,152

Year-over-Year Comparison

	2024	2023	Change
Revenue	$249,275	$323,055	-0.2%
Expenses	$273,152	$265,189	+0.0%
Net Income	$-23,877	$57,866	-1.4%

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
Charlotte Murray	President	10.00	Officer	$0	$0	$0
Haven Beches	Admin VP	5.00	Officer	$0	$0	$0
Kaitlyn Smiley	Finance VP	10.00	Officer	$0	$0	$0
Avrey Tokuyama	Education VP	5.00	Officer	$0	$0	$0
Natalia Capote	Public Relations	5.00	Officer	$0	$0	$0
Michelle Phan	Panhellenic Affairs VP	5.00	Officer	$0	$0	$0
Allyson Hiser	Membership	N/A		$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	$249,275	$273,152	$105,351	$-23,877
2024	$323,055	$265,189	$129,093	$57,866
2023	$253,639	$243,734	$71,227	$9,905
2022	$231,073	$178,670	$61,322	$52,403
2021	$30,715	$55,962	$8,893	$-25,247
2018	$221,007	$219,705	$59,736	$1,302

Alpha Iota Chapter of Gamma Phi Beta