TAU BETA ASSOCIATION (EIN 381359594) - 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

1919

Legal Domicile

Phone

3136820860

Tax Period

2023-01-01 to 2023-12-31

TAU BETA ASSOCIATION, founded in 1919, is a small nonprofit that reported $291K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $103K, a strong 35% operating margin.

Mission

To Provide volunteers and support to children's charities, including the Children's Center of Detroit, and other qualifying organizations working on behalf of residents of Southeastern Michigan.

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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 $188,050

Program Service Revenue $0

Investment Income $143,253

Other Revenue $-40,215

TOTAL REVENUE $291,088

Expense Breakdown

Grants Paid $169,224

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $171,232

Other Expenses $19,136

TOTAL EXPENSES $188,360

Year-over-Year Comparison

	2023	2022	Change
Revenue	$291,088	$350,607	-0.2%
Expenses	$188,360	$217,027	-0.1%
Net Income	$102,728	$133,580	-0.2%

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

120

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
christy warren	President	6.00	Officer Director	$0	$0	$0
cathy mestdagh	VP-ASSOCIATION	2.50	Officer Director	$0	$0	$0
kelli unkel	VP-FOCUS AREA	2.50	Officer Director	$0	$0	$0
ANNE UGVAL	Treasurer	2.50	Officer Director	$0	$0	$0
Betsy Mogk	Corr. Secretary	1.00	Officer Director	$0	$0	$0
Barbara Johns	REC. SECRETARY	1.00	Officer Director	$0	$0	$0
Ginger Hrtanek	2023 Trustee	1.00	Director	$0	$0	$0
Liz Ottoway	2023 TRUSTEE	0.00	Director	$0	$0	$0
Anne Rahn	2023 TRUSTEE	0.00	Director	$0	$0	$0
Catherine Shell	2023 TRUSTEE	0.00	Director	$0	$0	$0
Debbie Grob	2024 TRUSTEE	0.00	Director	$0	$0	$0
Mary Farley	2024 TRUSTEE	0.00	Director	$0	$0	$0
Yolanda Turner	2024 TRUSTEE	0.00	Director	$0	$0	$0
Mo Follis	2024 TRUSTEE	0.00	Director	$0	$0	$0
Nancy Cotton	2025 TRUSTEE	0.00	Director	$0	$0	$0
Jenny Fruehauf	2025 TRUSTEE	0.00	Director	$0	$0	$0
Gretchen Higbie	2025 TRUSTEE	0.00	Director	$0	$0	$0
Betsy Huebner	2025 TRUSTEE	0.00	Director	$0	$0	$0
Libby Follis	2026 TRUSTEE	0.00	Director	$0	$0	$0
Kim DeMeulemeester	2026 Trustee	0.00	Director	$0	$0	$0
Jenny Parke	2026 TRUSTEE	0.00	Director	$0	$0	$0
Jane McFeely	2026 Trustee	0.00	Director	$0	$0	$0
JANE REUTHER	LIFETIME TTEE	0.00	Director	$0	$0	$0
BETHINE WHITNEY	LIFETIME TTEE	0.00	Director	$0	$0	$0
MOLLY MCDERMOTT	LIFETIME TTEE	0.00	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
2024	No data	No data	No data	No data
2023	$291,088	$188,360	$2,473,970	$102,728
2022	$350,607	$217,027	$2,371,242	$133,580
2021	$338,263	$226,227	$2,237,662	$112,036
2020	$290,824	$182,073	$2,125,626	$108,751

TAU BETA ASSOCIATION