BETA UPSILON CHI FRATERNITY INC (EIN 020634996) - 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

1985

Legal Domicile

Principal Officer

GABE MCKINNEY

Phone

8005117537

Tax Period

2023-08-01 to 2024-07-31

BETA UPSILON CHI FRATERNITY INC, founded in 1985, is a community nonprofit in the Recreation & Sports sector that reported $4.8M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $5.4M exceeded revenue, resulting in a 12% operating deficit.

Mission

TO ESTABLISH BROTHERHOOD AND UNITY AMONG COLLEGE MEN BASED ON THE COMMON BOND OF JESUS CHRIST.

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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 $4,084,838

Program Service Revenue $544,290

Investment Income $8,996

Other Revenue $195,119

TOTAL REVENUE $4,833,243

Expense Breakdown

Grants Paid $36,782

Salaries & Benefits $400,939

Fundraising Expenses $17,246

Program Expenses $3,435,615

Other Expenses $4,958,884

TOTAL EXPENSES $5,396,605

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,833,243	$5,438,728	-0.1%
Expenses	$5,396,605	$5,319,279	+0.0%
Net Income	$-563,362	$119,449	-5.7%

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

150

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

$83,935

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GABE MCKINNEY	EXECUTIVE DIRECTOR OF FRATERNITY	40.00	Director	$83,935	$0	$83,935
N/A	BOARD MEMBER	5.00		$0	$0	$0
N/A	BOARD MEMBER	5.00		$0	$0	$0
N/A	BOARD MEMBER	5.00		$0	$0	$0
N/A	BOARD MEMBER	5.00		$0	$0	$0
N/A	BOARD MEMBER	5.00		$0	$0	$0
N/A	BOARD MEMBER	5.00		$0	$0	$0
N/A	BOARD MEMBER	5.00		$0	$0	$0
N/A	BOARD MEMBER	5.00		$0	$0	$0
N/A	BOARD MEMBER	5.00		$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	$4,833,243	$5,396,605	$1,069,602	$-563,362
2023	$5,438,728	$5,319,279	$1,582,685	$119,449
2022	$4,700,153	$4,221,434	$707,991	$478,719
2021	$1,532,608	$1,976,461	$146,861	$-443,853
2020	$2,435,684	$2,198,291	$590,714	$237,393
2019	$2,331,954	$2,325,752	$353,321	$6,202
2018	$2,216,983	$2,148,503	$345,388	$68,480

BETA UPSILON CHI FRATERNITY INC