BETA SIGMA PHI CHARITABLE FOUNDATION (EIN 430913993) - 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

1968

Legal Domicile

Principal Officer

MELISSA WHITED

Phone

8164446800

Tax Period

2023-08-01 to 2024-07-31

BETA SIGMA PHI CHARITABLE FOUNDATION, founded in 1968, is a small nonprofit in the Education sector that reported $248K in total revenue in fiscal year 2023. Revenue surged 207% from the prior year, signaling strong growth momentum. Expenses of $1.1M exceeded revenue, resulting in a 328% operating deficit.

Mission

TO HANDLE AND ADMINISTER CONTRIBUTIONS AND BEQUESTS INTENDED BY THE DONORS TO BE USED FOR PURPOSES LISTED ON THE FORM 990, PART III.

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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 $319,183

Program Service Revenue $0

Investment Income $-70,988

Other Revenue $0

TOTAL REVENUE $248,195

Expense Breakdown

Grants Paid $1,012,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,012,000

Other Expenses $50,672

TOTAL EXPENSES $1,062,672

Year-over-Year Comparison

	2023	2022	Change
Revenue	$248,195	$80,883	+2.1%
Expenses	$1,062,672	$334,293	+2.2%
Net Income	$-814,477	$-253,410	+2.2%

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

N/A

Employees

N/A

Volunteers

N/A

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

$36,178

Total Directors

$68,641

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA ROSS WINGFIELD	DIRECTOR/PRESIDENT	1.00	Officer Director	$0	$5,018	$5,018
MELISSA WHITED	DIRECTOR/TREASURER	1.00	Officer Director	$0	$31,160	$31,160
SAMANTHA ALICEA	DIRECTOR	1.00	Director	$0	$32,463	$32,463

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	$248,195	$1,062,672	$4,630,298	$-814,477
2023	$80,883	$334,293	$5,847,386	$-253,410
2022	$86,207	$293,756	$6,100,796	$-207,549
2021	$182,253	$385,910	$6,537,623	$-203,657
2020	$212,046	$377,511	$6,389,903	$-165,465
2019	$14,704	$553,428	$6,287,445	$-538,724
2018	$80,985	$618,170	$6,637,081	$-537,185

BETA SIGMA PHI CHARITABLE FOUNDATION