NU BETA FOUNDATION INC (EIN 226029100) - 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

1946

Legal Domicile

Principal Officer

ROBERT TANNHAUSER

Phone

9082181099

Tax Period

2025-01-01 to 2025-12-31

NU BETA FOUNDATION INC, founded in 1946, is a micro nonprofit that reported $72K in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $47K, a strong 65% operating margin.

Mission

PROMOTION OF SCHOLARSHIP & EDUCATION

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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 $1,650

Program Service Revenue $0

Investment Income $70,838

Other Revenue $0

TOTAL REVENUE $72,488

Expense Breakdown

Grants Paid $23,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,700

Other Expenses $1,386

TOTAL EXPENSES $25,086

Year-over-Year Comparison

	2025	2024	Change
Revenue	$72,488	$66,100	+0.1%
Expenses	$25,086	$31,629	-0.2%
Net Income	$47,402	$34,471	+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

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
ROBERT BEHOT	PRESIDENT	5.00	Director	$0	$0	$0
CHARLES CONNELLY	VICE-PRESIDENT	1.00	Director	$0	$0	$0
ROBERT J TANNHAUSER	TREASURER	5.00	Director	$0	$0	$0
TYLER DRAPEAU	SECRETARY	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	$72,488	$25,086	$1,980,738	$47,402
2024	$66,100	$31,629	$1,801,446	$34,471
2023	$51,274	$28,543	$1,658,850	$22,731
2022	$37,546	$45,131	$1,548,806	$-7,585
2021	$36,536	$40,541	$1,671,388	$-4,005
2020	$34,402	$18,414	$1,609,197	$15,988
2019	$31,934	$20,863	$1,559,508	$11,071
2018	$35,266	$24,023	$1,527,579	$11,243

NU BETA FOUNDATION INC