BETA ETA EDUCATIONAL FOUNDATION (EIN 416028201) - 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

1950

Legal Domicile

Principal Officer

MARK ROBERTS

Phone

6126245015

Tax Period

2025-01-01 to 2025-12-31

BETA ETA EDUCATIONAL FOUNDATION, founded in 1950, is a small nonprofit that reported $352K in total revenue in fiscal year 2025. Revenue surged 130% from the prior year, signaling strong growth momentum. The organization ran a surplus of $258K, a strong 73% operating margin.

Mission

TO PROMOTE, OPERATE AND MAINTAIN HOUSING AND OTHER FACILITIES FOR THE USE AND BENEFIT OF THE BETA ETA CHAPTER OF DELTA TAU DELTA FRATERNITY INCLUDING BOTH MEMBERS AND GUEST.

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,000

Program Service Revenue $165,670

Investment Income $16,913

Other Revenue $168,799

TOTAL REVENUE $352,382

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $94,716

TOTAL EXPENSES $94,716

Year-over-Year Comparison

	2025	2024	Change
Revenue	$352,382	$153,530	+1.3%
Expenses	$94,716	$109,675	-0.1%
Net Income	$257,666	$43,855	+4.9%

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
MARK ROBERTS	PRESIDENT	2.00	Officer Director	$0	$0	$0
RONNIE ERHARDT	TREASURER	2.00	Officer Director	$0	$0	$0
JOHN DUMONCEAUX	SECRETARY	1.00	Officer Director	$0	$0	$0
BROOKS JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
ROBBIE KAHL	DIRECTOR	1.00	Director	$0	$0	$0
TOM WAGNER	DIRECTOR	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	$352,382	$94,716	$1,256,993	$257,666
2024	No data	No data	No data	No data
2023	$466,349	$410,253	$955,473	$56,096
2022	$90,685	$127,483	$1,131,507	$-36,798
2022	$75,270	$126,458	$1,117,117	$-51,188
2021	$134,710	$101,428	$975,618	$33,282
2020	$119,391	$80,940	$946,493	$38,451
2019	$152,189	$100,143	$911,959	$52,046

BETA ETA EDUCATIONAL FOUNDATION