BETA GAMMA SIGMA INC (EIN 431322067) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

CHRISTINA ALLRICH

Phone

3144325650

Tax Period

2024-07-01 to 2025-06-30

BETA GAMMA SIGMA INC, founded in 1982, is a community nonprofit in the Education sector that reported $1.9M in total revenue in fiscal year 2024. Net assets of $5.1M represent 32 months of operating reserves.

Mission

HONOR ACADEMIC ACHIEVEMENT, CULTIVATE PROFESSIONAL EXCELLENCE, AND SERVE MEMBERS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,664,663

Program Service Revenue $56,953

Investment Income $133,309

Other Revenue $59,545

TOTAL REVENUE $1,914,470

Expense Breakdown

Grants Paid $20,920

Salaries & Benefits $952,776

Fundraising Expenses $125,423

Program Expenses $1,033,382

Other Expenses $894,165

TOTAL EXPENSES $1,867,861

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,914,470	$1,858,755	+0.0%
Expenses	$1,867,861	$1,843,759	+0.0%
Net Income	$46,609	$14,996	+2.1%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

1950

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

$186,818

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN NAVIN	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
JOYCE STRAWSER	VICE CHAIR/CHAIR-ELECT	2.00	Officer Director	$0	$0	$0
ANTHONY WILBON	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
ANNE BALAZS	DIRECTOR	1.00	Director	$0	$0	$0
LILY BI	DIRECTOR	1.00	Director	$0	$0	$0
NARJESS BOUBAKRI	DIRECTOR	1.00	Director	$0	$0	$0
WES HAMILTON-JESSOP	DIRECTOR	1.00	Director	$0	$0	$0
KEN MERRITT	DIRECTOR	1.00	Director	$0	$0	$0
LEANN POETH-CHERVENIC	DIRECTOR	1.00	Director	$0	$0	$0
BLANE RUSCHAK	DIRECTOR	1.00	Director	$0	$0	$0
NEETU SINGH	DIRECTOR	1.00	Director	$0	$0	$0
DAYLE SMITH	DIRECTOR	1.00	Director	$0	$0	$0
RETO STEINER	DIRECTOR	1.00	Director	$0	$0	$0
CHANDRA SUBMANIAM	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA ALLRICH	EXECUTIVE DIRECTOR	37.50	Officer	$167,066	$19,752	$186,818

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	$1,914,470	$1,867,861	$5,444,959	$46,609
2024	$1,858,755	$1,843,759	$5,078,873	$14,996
2023	$1,922,782	$1,792,888	$4,755,381	$129,894
2022	$2,194,158	$1,404,865	$4,230,139	$789,293
2021	$2,125,582	$1,439,210	$4,322,089	$686,372
2020	$2,146,600	$2,668,267	$3,281,440	$-521,667
2019	$2,675,988	$2,994,099	$3,726,379	$-318,111
2018	$2,627,179	$3,152,521	$3,822,327	$-525,342

BETA GAMMA SIGMA INC