BETA SIGMA PHI CHARITABLE FOUNDATI… - Form 990 Financial Data

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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

2024-08-01 to 2025-07-31

BETA SIGMA PHI CHARITABLE FOUNDATION, founded in 1968, is a small nonprofit in the Education sector that reported $792K in total revenue in fiscal year 2024. Revenue surged 219% from the prior year, signaling strong growth momentum. Expenses of $959K exceeded revenue, resulting in a 21% operating deficit.

Mission

THE FOUNDATION'S MISSION IS TO ACCEPT CHARITABLE DONATIONS FROM THE MEMBERS OF BETA SIGMA PHI AND TO MAKE GRANTS IN FURTHERANCE OF CHARITABLE PURPOSES THAT ARE CONSISTENT WITH THE INTENTS OF THE DONORS.

Program Service Accomplishments

Program 1

Expenses: $568,000

INTERNATIONAL ENDOWMENT FUND - PROVIDE CONTINUING DONATIONS TO VARIOUS PUBLIC CHARITIES

Program 2

Expenses: $92,000

WALTER W. ROSS MEMORIAL FUND - PROVIDE 92 SCHOLARSHIPS TO MEMBERS AND THEIR FAMILIES

Program 3

Expenses: $280,000

DISASTER RELIEF FUND - PROVIDE AID AND ASSISTANCE TO QUALIFIED MEMBERS WHO ARE IN NEED DUE TO A NATURAL DISASTER.

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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 (2024)

Revenue Breakdown

Contributions & Grants $616,162

Program Service Revenue $0

Investment Income $175,655

Other Revenue $0

TOTAL REVENUE $791,817

Expense Breakdown

Grants Paid $910,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $940,000

Other Expenses $48,545

TOTAL EXPENSES $958,545

Year-over-Year Comparison

	2024	2023	Change
Revenue	$791,817	$248,195	+2.2%
Expenses	$958,545	$1,062,672	-0.1%
Net Income	$-166,728	$-814,477	-0.8%

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

$34,012

Total Directors

$64,206

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	$4,936	$4,936
MELISSA WHITED	DIRECTOR/TREASURER	1.00	Officer Director	$0	$29,076	$29,076
SAMANTHA ALICEA	DIRECTOR	1.00	Director	$0	$30,194	$30,194

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	$791,817	$958,545	$2,934,875	$-166,728
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