SIGMA BETA ALUMNI ASSOCIATION INC (EIN 020488842) - 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

2007

Legal Domicile

Principal Officer

ALAN BECK

Phone

6037839561

Tax Period

2025-01-01 to 2025-12-31

SIGMA BETA ALUMNI ASSOCIATION INC, founded in 2007, is a small nonprofit that reported $252K in total revenue in fiscal year 2025. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $149K, a strong 59% operating margin.

Mission

RENTAL AND ALUMNI SERVICES TO TAX-EXEMPT 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 (2025)

Revenue Breakdown

Contributions & Grants $17,850

Program Service Revenue $0

Investment Income $37

Other Revenue $234,367

TOTAL REVENUE $252,254

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $99,780

Other Expenses $103,092

TOTAL EXPENSES $103,092

Year-over-Year Comparison

	2025	2024	Change
Revenue	$252,254	$354,370	-0.3%
Expenses	$103,092	$120,548	-0.1%
Net Income	$149,162	$233,822	-0.4%

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

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
DOUGLAS COLE	PRESIDENT	5.00	Officer Director	$0	$0	$0
STEVE TRINKAUS	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ALAN BECK	TREASURER	5.00	Officer Director	$0	$0	$0
KEITH SCHLEICHER	SECRETARY	5.00	Officer Director	$0	$0	$0
LEXI OSSINGER	DIRECTOR	1.00	Director	$0	$0	$0
RYAN MONTEITH	DIRECTOR	1.00	Director	$0	$0	$0
STEVE DAVIS	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
2025	$252,254	$103,092	$1,394,071	$149,162
2024	$354,370	$120,548	$1,419,876	$233,822
2023	$421,002	$156,655	$1,541,377	$264,347
2022	$406,245	$201,083	$1,702,970	$205,162
2021	$186,977	$145,032	$1,522,289	$41,945
2020	$152,206	$158,843	$1,534,723	$-6,637
2019	$179,260	$152,893	$1,511,428	$26,367
2018	$227,442	$187,302	$1,560,170	$40,140

SIGMA BETA ALUMNI ASSOCIATION INC