BETA BETA BETA BIOLOGICAL SOCIETY (EIN 426020944) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1922

Legal Domicile

Principal Officer

IRIS DALY

Phone

2567656220

Tax Period

2024-10-01 to 2025-09-30

BETA BETA BETA BIOLOGICAL SOCIETY, founded in 1922, is a small nonprofit in the Science & Technology sector that reported $537K in total revenue in fiscal year 2018. Revenue decreased 5% compared to the prior year. Expenses of $481K left a modest 10% surplus.

Mission

TO PROVIDE EDUCATION TO SUTDENTS THROUGHOUT THE US AND PUERTO RICO IN THE BIOLOGICAL FIELD.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $408,408

Program Service Revenue $64,066

Investment Income $19,603

Other Revenue $28,936

TOTAL REVENUE $521,013

Expense Breakdown

Grants Paid $93,057

Salaries & Benefits $157,519

Fundraising Expenses $0

Program Expenses $344,409

Other Expenses $139,190

TOTAL EXPENSES $389,766

Year-over-Year Comparison

	2024	2023	Change
Revenue	$521,013	$481,479	+0.1%
Expenses	$389,766	$477,568	-0.2%
Net Income	$131,247	$3,911	+32.6%

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

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
DR JULIE BALLENGER	PRESIDENT	N/A	Officer	$0	$0	$0
DR DEBRA HINSON	VICE PRESIDE	N/A	Officer	$0	$0	$0
DR EDGAR LICKEY	VICE PRESIDE	N/A	Officer	$0	$0	$0
DR OLIVIA LONG	VICE PRESIDE	N/A	Officer	$0	$0	$0
DR DEBRA MARTIN	VICE PRESIDE	N/A	Officer	$0	$0	$0
DR DAVID F MONTALVO	VICE PRESIDE	N/A	Officer	$0	$0	$0
DR STEVE ROPSKI	PAST PRESIDE	N/A	Officer	$0	$0	$0
DR TONY SCHOUNTZ	VICE PRESIDE	N/A	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
2025	$521,013	$389,766	$1,138,477	$131,247
2024	$481,479	$477,568	$946,561	$3,911
2023	$486,647	$326,517	$837,548	$160,130
2022	$484,474	$615,291	$677,418	$-130,817
2021	$533,440	$400,283	$808,235	$133,157
2020	$383,584	$449,720	$675,089	$-66,136
2019	$536,897	$480,964	$741,225	$55,933

BETA BETA BETA BIOLOGICAL SOCIETY