SOCIETY OF BETA SIGMA PSI NATIONAL FRATERNITY (EIN 476027267) - 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

1925

Legal Domicile

Principal Officer

CHRISTOPHER RISTICH

Phone

6307767350

Tax Period

2018-07-01 to 2019-06-30

SOCIETY OF BETA SIGMA PSI NATIONAL FRATERNITY, founded in 1925, is a small nonprofit that reported $200K in total revenue in fiscal year 2018. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $176K left a modest 12% surplus.

Mission

Most significant activities include seminars and talks given to each undergraduate chapter by our leadership consultant to facilitate the growth of our members Spiritually, Scholastically, and Socially; hosting annual conferences such as the Membership Education Forum, Recruitment Readiness Retreat, and Leadership Summit; publishing and distributing our annual Gold Rose newsletter showcasing the achievements and volunteer activities of our undergraduate chapters and informing alumni concerning the state of the fraternity.

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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 (2018)

Revenue Breakdown

Contributions & Grants $178,850

Program Service Revenue $28,600

Investment Income $0

Other Revenue $-7,237

TOTAL REVENUE $200,213

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $120,425

Other Expenses $176,066

TOTAL EXPENSES $176,066

Year-over-Year Comparison

	2018	2017	Change
Revenue	$200,213	$175,768	+0.1%
Expenses	$176,066	$185,072	0.0%
Net Income	$24,147	$-9,304	-3.6%

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

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
Rudy Ristich	National President	10.00	Officer Director	$0	$0	$0
Larry Edwards	Past President	4.00	Director	$0	$0	$0
Christopher Ristich	Secretary-Treasurer	10.00	Officer Director	$0	$0	$0
Jacob Vanderslice	Director - Website & Marketing	4.00	Officer Director	$0	$0	$0
Gary Raffety	Director - Publications	10.00	Officer Director	$0	$0	$0
Alex Trimpe	Director - Recruitment	4.00	Officer Director	$0	$0	$0
Steven Hick	Director - Scholarship	4.00	Officer Director	$0	$0	$0
Dan Jacobi	Alumni Relations	4.00	Officer Director	$0	$0	$0
Mike Vinson	Pastoral Advisor	4.00	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	$200,213	$176,066	$109,496	$24,147

SOCIETY OF BETA SIGMA PSI NATIONAL FRATERNITY