BETA PSI FOUNDATION INC (EIN 201217639) - 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

2004

Legal Domicile

Principal Officer

ROBBY RANKIN

Phone

4049626438

Tax Period

2024-01-01 to 2024-12-31

BETA PSI FOUNDATION INC, founded in 2004, is a small nonprofit in the Education sector that reported $225K in total revenue in fiscal year 2024. Expenses of $258K exceeded revenue, resulting in a 15% operating deficit.

Mission

PROMOTE, ENCOURAGE, AND SUPPORT EDUCATIONAL ACTIVITIES FOR THE BILL GEORGE BETA PSI CHAPTER.

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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 $159,477

Program Service Revenue $0

Investment Income $62,040

Other Revenue $3,953

TOTAL REVENUE $225,470

Expense Breakdown

Grants Paid $108,238

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $169,366

Other Expenses $150,031

TOTAL EXPENSES $258,269

Year-over-Year Comparison

	2024	2023	Change
Revenue	$225,470	$225,536	0.0%
Expenses	$258,269	$115,069	+1.2%
Net Income	$-32,799	$110,467	-1.3%

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

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
JOE KINSEY	PRESIDENT	1.50	Officer Director	$0	$0	$0
GREG DAVIS	PRESIDENT-ELECT	2.50	Officer Director	$0	$0	$0
CHARLIE LOCKWOOD	VICE PRESIDENT, FINANCE & INVESTMENTS	4.00	Officer Director	$0	$0	$0
ALAN MADEWELL	VICE PRESIDENT, FOUNDATION RELATIONS	3.00	Officer Director	$0	$0	$0
SCOTT EANES	VICE PRESIDENT, FUNDRAISING	2.00	Officer Director	$0	$0	$0
ROBBY RANKIN	VICE PRESIDENT, GOVERNANCE	2.00	Officer Director	$0	$0	$0
WARREN STRICKLER	TREASURER	10.00	Officer Director	$0	$0	$0
CHARLIE BURGAMY	MEMBER	2.00	Director	$0	$0	$0
ROB HEUSEL	MEMBER	1.00	Director	$0	$0	$0
KEITH JACKSON	MEMBER	1.50	Director	$0	$0	$0
ALAN KENNEDY	MEMBER	0.50	Director	$0	$0	$0
ROB MITCHELL	MEMBER	1.00	Director	$0	$0	$0
CARLOS NAVARRO	MEMBER	2.00	Director	$0	$0	$0
JD RICHEY	MEMBER	2.00	Director	$0	$0	$0
MARC SMITH	MEMBER	0.50	Director	$0	$0	$0
JOE SMYTH	MEMBER	0.50	Director	$0	$0	$0
CLAY SPARROW	MEMBER	3.50	Director	$0	$0	$0
BOB SWIFT	MEMBER	1.00	Director	$0	$0	$0
TOM TURCO	MEMBER	1.00	Director	$0	$0	$0
BARRY VLASS	MEMBER	0.02	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	$225,470	$258,269	$2,476,675	$-32,799
2023	$225,536	$115,069	$2,309,355	$110,467
2022	$175,170	$114,977	$1,959,357	$60,193
2021	$328,422	$107,077	$2,254,139	$221,345
2020	$180,908	$130,399	$1,975,074	$50,509
2019	$235,554	$118,308	$1,762,805	$117,246
2018	$190,500	$107,816	$1,482,483	$82,684

BETA PSI FOUNDATION INC