Beta Alumni Association of Penn State (EIN 240798290) - 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

1913

Legal Domicile

Principal Officer

Scott Nurick

Phone

8142342642

Tax Period

2024-08-01 to 2025-07-31

Beta Alumni Association of Penn State, founded in 1913, is a small nonprofit that reported $878K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year.

Mission

Provide room/board for members attending The Pennsylvania State University Promote brotherhood, scholarship,community service, leadership Provide activites for the active and alumni chapter members

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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 $19,800

Program Service Revenue $852,746

Investment Income $5,795

Other Revenue $0

TOTAL REVENUE $878,341

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,555

Other Expenses $877,870

TOTAL EXPENSES $879,425

Year-over-Year Comparison

	2024	2023	Change
Revenue	$878,341	$938,177	-0.1%
Expenses	$879,425	$893,449	0.0%
Net Income	$-1,084	$44,728	-1.0%

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
Jonathan Spiegel	President	10.00	Officer	$0	$0	$0
Scott Nurick	Treasurer	10.00	Officer	$0	$0	$0
Open	Vice-President	1.00	Officer	$0	$0	$0
Open	Member	1.00	Officer	$0	$0	$0
Jacob Ritter	Member	1.00	Director	$0	$0	$0
Kenneth Dubin	Member	1.00	Director	$0	$0	$0
Open	Member	1.00	Director	$0	$0	$0
Charlton Gronlund	Member	1.00	Director	$0	$0	$0
Joe Weiss	Member	1.00	Director	$0	$0	$0
Daniel Jeck	Senior Advisor	1.00	Director	$0	$0	$0
Gary Brandies	Senior Member	1.00	Director	$0	$0	$0
Scott Granoff	Senior Member	1.00	Director	$0	$0	$0
Scott Silver	Member	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	$878,341	$879,425	$1,690,378	$-1,084
2024	$938,177	$893,449	$1,758,863	$44,728
2023	$730,421	$634,304	$1,710,726	$96,117
2022	$681,859	$550,450	$1,585,824	$131,409
2021	$529,553	$470,816	$1,373,953	$58,737
2020	$342,651	$390,316	$885,549	$-47,665
2019	$758,947	$752,839	$848,183	$6,108
2018	$744,654	$696,228	$879,323	$48,426

Beta Alumni Association of Penn State