SOCIETY OF BETA SIGMA PSI - AMES ALUMNI (EIN 426095205) - 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

1956

Legal Domicile

Principal Officer

JEREMY CARTER

Phone

6165166180

Tax Period

2023-04-01 to 2024-03-31

SOCIETY OF BETA SIGMA PSI - AMES ALUMNI, founded in 1956, is a small nonprofit that reported $230K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $204K left a modest 11% surplus.

Mission

TO PROVIDE SAFE AND COMFORTABLE HOUSING OPTIONS TO MEMBERS OF THE EPSILON CHAPTER OF BETA SIGMA PSI.

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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 $51,964

Program Service Revenue $151,612

Investment Income $0

Other Revenue $26,445

TOTAL REVENUE $230,021

Expense Breakdown

Grants Paid $9,950

Salaries & Benefits $60,714

Fundraising Expenses $0

Program Expenses $201,376

Other Expenses $133,795

TOTAL EXPENSES $204,459

Year-over-Year Comparison

	2023	2022	Change
Revenue	$230,021	$197,411	+0.2%
Expenses	$204,459	$231,821	-0.1%
Net Income	$25,562	$-34,410	-1.7%

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
JAROD CARL	ALUMNI RELAT	3.00	Officer Director	$0	$0	$0
JEREMY CARTER	TREASURER	3.00	Officer Director	$0	$0	$0
STEVIN DAHL	DIRECTOR	1.00	Director	$0	$0	$0
DAN JACOBI	DIRECTOR	1.00	Director	$0	$0	$0
ETHAN LAUGHERY	SCHOLARSHIP	3.00	Officer Director	$0	$0	$0
CALEB MUELLER	RECRUITMENT	3.00	Officer Director	$0	$0	$0
NEIL RUD	DIRECTOR	1.00	Director	$0	$0	$0
JARRED SCHUBERT	TECHNOLOGY D	3.00	Officer Director	$0	$0	$0
TYLER SMITH	ASSISSTANT T	1.00	Officer Director	$0	$0	$0
KEVIN STINN	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON TRENT	DIRECTOR	1.00	Director	$0	$0	$0
JAKE VANDERSLICE	PRESIDENT	3.00	Officer Director	$0	$0	$0
KARL WACKER	PROPERTY DIR	3.00	Officer 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	No data	No data	No data	No data
2024	$230,021	$204,459	$1,502,650	$25,562
2023	$197,411	$231,821	$1,482,829	$-34,410
2022	$252,184	$188,464	$1,511,498	$63,720
2021	$224,944	$198,647	$1,450,360	$26,297
2020	$220,423	$181,864	$1,420,572	$38,559
2019	$228,559	$219,334	$1,382,008	$9,225
2018	$313,306	$214,449	$1,372,691	$98,857

SOCIETY OF BETA SIGMA PSI - AMES ALUMNI