BETA ALPHA ALUMNI OF DELTA SIGMA PHI FRATERNITY INC (EIN 201029913) - 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

2003

Legal Domicile

Principal Officer

LUKE SZCZESNIAK

Phone

5155098670

Tax Period

2024-01-01 to 2024-12-31

BETA ALPHA ALUMNI OF DELTA SIGMA PHI FRATERNITY INC, founded in 2003, is a micro nonprofit in the Education sector that reported $56K in total revenue in fiscal year 2020. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $161K exceeded revenue, resulting in a 187% operating deficit.

Mission

PROVIDE SCHOLARSHIPS

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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 $288,501

Program Service Revenue $91,151

Investment Income $0

Other Revenue $140

TOTAL REVENUE $379,792

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $193,959

Other Expenses $203,723

TOTAL EXPENSES $203,723

Year-over-Year Comparison

	2024	2023	Change
Revenue	$379,792	$249,059	+0.5%
Expenses	$203,723	$230,161	-0.1%
Net Income	$176,069	$18,898	+8.3%

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
SAMUEL ESCH	President	0.50	Officer Director	$0	$0	$0
TIM MURANO	Vice President	0.50	Officer Director	$0	$0	$0
DREYTON VANDER WERF	Director	0.50	Director	$0	$0	$0
ZAC TIETJENS	Secretary	0.50	Officer Director	$0	$0	$0
JAMIE FULLER	Director	0.50	Director	$0	$0	$0
LUKE SZCZESNIAK	Treasurer	0.50	Officer 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
2024	$379,792	$203,723	$1,538,307	$176,069
2023	$249,059	$230,161	$1,478,203	$18,898
2022	$569,271	$346,092	$1,539,658	$223,179
2021	$155,009	$208,304	$2,145,108	$-53,295
2020	$56,097	$160,807	$730,729	$-104,710

BETA ALPHA ALUMNI OF DELTA SIGMA PHI FRATERNITY INC