BETA OF KAPPA SIGMA INC

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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

1975

Legal Domicile

Principal Officer

WILLIAM MCGUIRE

Phone

2057587754

Tax Period

2023-07-01 to 2024-06-30

BETA OF KAPPA SIGMA INC, founded in 1975, is a small nonprofit that reported $929K in total revenue in fiscal year 2023. Revenue surged 116% from the prior year, signaling strong growth momentum. The organization ran a surplus of $715K, a strong 77% operating margin.

Mission

PROVIDE HOUSING FOR UNDERGRADUATE CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY.

Program Service Accomplishments

Program 1

PROVIDE GUIDANCE FOR MEMBERS OF UNDERGRADUATE CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY.

Program 2

PROVIDED OPPORTUNITY FOR ALUMNI MEMBERS TO INTERACT WITH UNDERGRADUATE MEMBERS OF 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 (2023)

Revenue Breakdown

Contributions & Grants $352,072

Program Service Revenue $575,000

Investment Income $2,095

Other Revenue $0

TOTAL REVENUE $929,167

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $0

Fundraising Expenses $93,355

Other Expenses $118,326

TOTAL EXPENSES $213,681

Year-over-Year Comparison

	2023	2022	Change
Revenue	$929,167	$430,929	+1.2%
Expenses	$213,681	$262,280	-0.2%
Net Income	$715,486	$168,649	+3.2%

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
CHRISTOPHER LAMBERT	SECRETARY	10.00	Officer	$0	$0	$0
CHARLES MASON	TREASURER	10.00	Officer	$0	$0	$0
WILLIAM MCGUIRE	PRESIDENT	10.00	Officer	$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	No data	No data	No data	No data
2024	$929,167	$213,681	$2,332,011	$715,486
2023	$430,929	$262,280	$1,608,948	$168,649
2022	$375,333	$177,965	$1,446,290	$197,368
2021	$225,263	$143,799	$1,446,412	$81,464
2020	$301,323	$196,659	$1,423,387	$104,664
2019	$327,094	$187,778	$1,352,074	$139,316