BETA ALPHA EDUCATION FOUNDATION (EIN 455288347) - 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

Legal Domicile

Principal Officer

JOSEPH WALKER

Phone

5735789475

Tax Period

2025-01-01 to 2025-12-31

BETA ALPHA EDUCATION FOUNDATION is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $96K in total revenue in fiscal year 2025. Revenue surged 27% from the prior year, signaling strong growth momentum.

Mission

TO AID, ENCOURAGE, PROMOTE AND CONTRIBUTE TO THE EDUCATION OF MEMBERS OF THE BETA ALPHA CHAPTER ("CHAPTER") OF THE KAPPA ALPHA ORDER ("FRATERNITY"), A NONPROFIT ORGANIZATION, AND OTHER PERSONS ENROLLED AS STUDENTS AT ANY COLLEGE OR UNIVERSITY IN NORT AMERICA AND PARTICULARLY IN THOSE COLLEGES AND UNIVERSITIES WHERE FRATERNITY IS ACTIVE; TO PROMOTE THE SCHOLARSHIP, CHARACTER AND MORALITY OF, AND PROVIDE EDUCATIONAL OPPORTUNITIES AND FACILITIES FOR SUCH STUDENTS; TO FURTHER SOUND LEARNING AND THE ESTABLISHMENT OF FINANCING OF FELLOWSHIPS AND SCHOLARSHIP INCENTIVES AND AWARDS FOR THE BENEFET OF SUCH STUDENT.

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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 (2025)

Revenue Breakdown

Contributions & Grants $95,890

Program Service Revenue $0

Investment Income $0

Other Revenue $250

TOTAL REVENUE $96,140

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $101,995

Other Expenses $2,933

TOTAL EXPENSES $101,995

Year-over-Year Comparison

	2025	2024	Change
Revenue	$96,140	$75,918	+0.3%
Expenses	$101,995	$54,270	+0.9%
Net Income	$-5,855	$21,648	-1.3%

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
CHRIS MARCUS	TREASURER	N/A	Officer	$0	$0	$0
JAMES R SOWERS	ASSISTANT TR	N/A	Officer	$0	$0	$0
JOSEPH WALKER	PRESIDENT	N/A	Officer	$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	$96,140	$101,995	$57,208	$-5,855
2024	$75,918	$54,270	$63,063	$21,648
2023	$77,462	$90,182	$41,415	$-12,720
2022	$88,868	$106,930	$54,135	$-18,062
2021	$108,459	$63,480	$72,088	$44,979
2020	$67,780	$89,215	$27,109	$-21,435
2019	$119,942	$135,293	$48,544	$-15,351
2018	$138,964	$167,948	$63,895	$-28,984

BETA ALPHA EDUCATION FOUNDATION