BETA LAMBDA EDUCATIONAL FOUNDATION (EIN 431586340) - 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

1980

Legal Domicile

Principal Officer

DONALD LEE

Phone

8169216161

Tax Period

2024-01-01 to 2024-12-31

BETA LAMBDA EDUCATIONAL FOUNDATION, founded in 1980, is a small nonprofit in the Education sector that reported $167K in total revenue in fiscal year 2024. The organization ran a surplus of $46K, a strong 28% operating margin.

Mission

THE PURPOSE OF THE ORGANIZATION IS TO PROMOTE THE SOCIAL, EDUCATIONAL AND CULTURAL WELFARE OF THE ENTIRE COMMUNITY IN THE GREATER KANSAS CITY AREA WITH PARTICULAR FOCUS ON THE UNDERPRIVILEGED AND DEPRIVED.

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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 $83,731

Program Service Revenue $80,002

Investment Income $25

Other Revenue $3,535

TOTAL REVENUE $167,293

Expense Breakdown

Grants Paid $4,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $91,424

Other Expenses $116,858

TOTAL EXPENSES $120,858

Year-over-Year Comparison

	2024	2023	Change
Revenue	$167,293	$170,865	0.0%
Expenses	$120,858	$122,212	0.0%
Net Income	$46,435	$48,653	0.0%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEONARD GRAHAM	PRESIDENT	1.00	Officer Director	$0	$0	$0
DONALD LEE	TREASURER	1.00	Officer Director	$0	$0	$0
DONALD MAXWELL	SECRETARY	1.00	Officer Director	$0	$0	$0
JIM PERKINS	DIRECTOR	1.00	Director	$0	$0	$0
RANDY DERRICK HALL	VICE-PRESIDENT	1.00	Director	$0	$0	$0
DR LOUIS NEAL	DIRECTOR EDUCATIONAL ACTIV	1.00	Director	$0	$0	$0
DAMON ROATH	DIRECTOR	1.00	Director	$0	$0	$0
ALBERT RAY	CHAPTER PRESIDENT	1.00	Director	$0	$0	$0
ARDIE BLAND	DIRECTOR	1.00	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
2024	$167,293	$120,858	$546,304	$46,435
2023	$170,865	$122,212	$499,869	$48,653
2022	$174,457	$106,418	$451,216	$68,039
2021	$24,896	$22,976	$383,177	$1,920
2020	$252,444	$42,961	$404,257	$209,483

BETA LAMBDA EDUCATIONAL FOUNDATION