BETA PHI FOUNDATION INC (EIN 351861547) - 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

1992

Legal Domicile

Principal Officer

BILL KINDER

Phone

7855564571

Tax Period

2024-01-01 to 2024-12-31

BETA PHI FOUNDATION INC, founded in 1992, is a micro nonprofit in the Unknown sector that reported $82K in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $19K, a strong 23% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS, GRANTS AND OTHER FINANCIAL AID TO STUDENTS OF PURDUE UNIVERSITY.

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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 $43,283

Program Service Revenue $0

Investment Income $38,374

Other Revenue $0

TOTAL REVENUE $81,657

Expense Breakdown

Grants Paid $4,800

Salaries & Benefits $7,800

Fundraising Expenses $18,519

Program Expenses $23,177

Other Expenses $31,393

TOTAL EXPENSES $62,512

Year-over-Year Comparison

	2024	2023	Change
Revenue	$81,657	$58,977	+0.4%
Expenses	$62,512	$71,402	-0.1%
Net Income	$19,145	$-12,425	-2.5%

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

$7,800

Total Directors

$7,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICH RUSSELL	CHAIRMAN	1.00	Officer Director	$0	$0	$0
BILL KINDER	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHUCK RICE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
REX MARTIN	SECRETARY/HI	1.00	Officer Director	$0	$0	$0
ANGELA CUNNINGHAM	TREASURER	1.00	Officer Director	$7,800	$0	$7,800

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	$81,657	$62,512	$1,044,285	$19,145
2023	$58,977	$71,402	$927,233	$-12,425
2022	$83,779	$68,118	$839,703	$15,661
2021	$85,805	$50,069	$971,829	$35,736
2020	$117,518	$26,213	$783,583	$91,305

BETA PHI FOUNDATION INC