ALUMNI ASSOCIATION OF BETA PI INC (EIN 272075974) - 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

2010

Legal Domicile

Principal Officer

DAVID C SCHWAB

Phone

9855426294

Tax Period

2023-01-01 to 2023-12-31

ALUMNI ASSOCIATION OF BETA PI INC, founded in 2010, is a micro nonprofit in the Education sector that reported $44K in total revenue in fiscal year 2023. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $97K exceeded revenue, resulting in a 122% operating deficit.

Mission

THE PURPOSE OF THETA XI IS TO PROVIDE A COLLEGE HOME ENVIRONMENT FOR ITS ACTIVE MEMBERS IN WHICH FELLOWSHIP AND ALUMNI GUIDANCE LEAD TO WHOLESOME MENTAL, MORAL, PHYSICAL, AND SPIRITUAL GROWTH.

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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 $8,014

Program Service Revenue $0

Investment Income $0

Other Revenue $35,697

TOTAL REVENUE $43,711

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $96,858

Other Expenses $96,858

TOTAL EXPENSES $96,858

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,711	$77,352	-0.4%
Expenses	$96,858	$107,447	-0.1%
Net Income	$-53,147	$-30,095	+0.8%

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

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
DAVID C SCHWAB	PRESIDENT	10.00	Officer	$0	$0	$0
BOB DUNCAN	VICE 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
2024	No data	No data	No data	No data
2023	$43,711	$96,858	$19,059	$-53,147
2022	$77,352	$107,447	$72,206	$-30,095
2021	$90,369	$84,777	$102,301	$5,592
2020	$70,576	$10,265	$96,709	$60,311
2019	$61,079	$37,725	$36,398	$23,354
2018	$35,893	$37,857	$13,044	$-1,964

ALUMNI ASSOCIATION OF BETA PI INC