BETA SIGMA EDUCATIONAL FOUNDATION (EIN 471071889) - 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

2014

Legal Domicile

Principal Officer

SAME AS C ABOVE

Phone

2146323026

Tax Period

2019-01-01 to 2019-12-31

BETA SIGMA EDUCATIONAL FOUNDATION, founded in 2014, is a micro nonprofit in the Education sector that reported $36K in total revenue in fiscal year 2019. Revenue fell 73% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $29K, a strong 82% operating margin.

Mission

THE BETA SIGMA EDUCATIONAL FOUNDATION WAS CREATED TO SOLICIT DONATIONS, TO FUND EDUCATIONAL BUILDINGS OR EDUCATIONAL PORTION OF NEW CONSTRUCTION OF FRATERNITY AND SORORITY HOUSES AND ASSIST IN CONTINUED MAINTENANCE/FUNDING OF THE EDUCATIONAL PORTION OF A FRATERNITY OR SORORITY HOUSE.

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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 (2019)

Revenue Breakdown

Contributions & Grants $35,605

Program Service Revenue $0

Investment Income $9

Other Revenue $0

TOTAL REVENUE $35,614

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $4,150

Program Expenses $1,304

Other Expenses $6,491

TOTAL EXPENSES $6,491

Year-over-Year Comparison

	2019	2018	Change
Revenue	$35,614	$130,029	-0.7%
Expenses	$6,491	$13,830	-0.5%
Net Income	$29,123	$116,199	-0.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIE V KELLY	PRESIDENT	2.00	Director	$0	$0	$0
MARY DAVIS	VICE PRESIDENT	2.00	Director	$0	$0	$0
EMILY HOLLIS	TREASURER	2.00	Director	$0	$0	$0
JULIE MUSSELMAN	SECRETARY	2.00	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
2019	$35,614	$6,491	$223,603	$29,123
2018	$130,029	$13,830	$194,480	$116,199

BETA SIGMA EDUCATIONAL FOUNDATION