BETA SIGMA PSI EDUCATIONAL FOUNDATION (EIN 431263695) - 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

1982

Legal Domicile

Principal Officer

ROD THOMPSON

Tax Period

2024-07-01 to 2025-06-30

BETA SIGMA PSI EDUCATIONAL FOUNDATION, founded in 1982, is a small nonprofit that reported $199K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Net assets of $2.3M represent 140 months of operating reserves.

Mission

SECONDARY EDUCATION ASSISTANCE

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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 $129,438

Program Service Revenue $0

Investment Income $69,839

Other Revenue $0

TOTAL REVENUE $199,277

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,231

Program Expenses $179,271

Other Expenses $22,360

TOTAL EXPENSES $201,631

Year-over-Year Comparison

	2024	2023	Change
Revenue	$199,277	$151,647	+0.3%
Expenses	$201,631	$162,670	+0.2%
Net Income	$-2,354	$-11,023	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
STEVE HOLLRAH	SPECIAL PROJECT	Director	$0	$0	$0
MIKE NOLTE	SCHOLARSHIP	Director	$0	$0	$0
DAVID JACKSON	VICE CHAIRMAN	Director	$0	$0	$0
BILL BRAUN	SECRETARY	Director	$0	$0	$0
KIRK MEYER	SPECIAL PROJECT	Director	$0	$0	$0
SCOTT GESELL	SPIRITUAL	Director	$0	$0	$0
ADAM RUSCH	PAST CHAIRMAN	Director	$0	$0	$0
STEVE DAHL	SPECIAL PROJECT	Director	$0	$0	$0
KEITH SWANSON	SPECIAL PROJECT	Director	$0	$0	$0
JACOB HERCAMP	SPECIAL PROJECT	Director	$0	$0	$0
ROD THOMPSON	TREASURER	Director	$0	$0	$0
RAY NIERMAN	Chairman	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	$199,277	$201,631	$2,330,979	$-2,354
2024	$151,647	$162,670	$2,118,536	$-11,023
2023	$85,511	$121,306	$1,844,387	$-35,795
2022	$218,158	$167,800	$1,729,139	$50,358
2021	$204,048	$157,554	$1,984,590	$46,494
2020	$179,469	$138,309	$1,536,576	$41,160
2019	$122,472	$135,072	$1,512,395	$-12,600
2018	$143,958	$104,877	$1,487,069	$39,081

BETA SIGMA PSI EDUCATIONAL FOUNDATION