BETA SIGMA EDUCATIONAL FOUNDATION

🔒

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

2014

Legal Domicile

Phone

4696884514

Tax Period

2025-01-01 to 2025-12-31

BETA SIGMA EDUCATIONAL FOUNDATION, founded in 2014, is a small nonprofit in the Education sector that reported $211K in total revenue in fiscal year 2025. Revenue surged 59% from the prior year, signaling strong growth momentum. The organization ran a surplus of $129K, a strong 61% 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.

Program Service Accomplishments

Program 1

Expenses: $80,000 Revenue: $211,075

GRANTS TO FUND EDUCATIONAL BUILDINGS OR EDUCATION PORTION OF NEW CONSTRUCTION OF FRATERNITY AND SORORITY HOUSES AND ASSIST IN CONTINUED MAINTENANCE/FUNDING OF THE EDUCATIONAL PORTION OF A FRATERNITY...

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $211,075

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $211,075

Expense Breakdown

Grants Paid $80,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $80,000

Other Expenses $1,714

TOTAL EXPENSES $81,714

Year-over-Year Comparison

	2025	2024	Change
Revenue	$211,075	$132,400	+0.6%
Expenses	$81,714	$107,559	-0.2%
Net Income	$129,361	$24,841	+4.2%

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

N/A

Volunteers

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
PAULETTE MUELLER	Vice President	1.00	Officer	$0	$0	$0
EMILY HOLLIS	Treasurer	1.00	Officer	$0	$0	$0
SUSIE WOODALL	President	1.00	Officer	$0	$0	$0
SHARON DEWBERRY	Secretary	1.00	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	$211,075	$81,714	$169,562	$129,361
2019	$35,614	$6,491	$223,603	$29,123
2018	$130,029	$13,830	$194,480	$116,199