BETA UPSILON FOUNDATION FOR EDUCATION INC (EIN 566046969) - 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

1948

Legal Domicile

Principal Officer

CAITLIN B SINGLETON

Phone

9192192159

Tax Period

2024-07-01 to 2025-06-30

BETA UPSILON FOUNDATION FOR EDUCATION INC, founded in 1948, is a small nonprofit that reported $893K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $791K left a modest 11% surplus.

Mission

CHAPTER MEMBERS OF NATIONAL SORORITY WERE FURNISHED WITH LIVING QUARTERS, MEALS AND A MEETING PLACE FOR SOCIAL ACTIVITIES.

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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 $0

Program Service Revenue $873,302

Investment Income $19,955

Other Revenue $0

TOTAL REVENUE $893,257

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,742

Fundraising Expenses $0

Program Expenses $790,954

Other Expenses $729,212

TOTAL EXPENSES $790,954

Year-over-Year Comparison

	2024	2023	Change
Revenue	$893,257	$804,527	+0.1%
Expenses	$790,954	$764,076	+0.0%
Net Income	$102,303	$40,451	+1.5%

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

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
DEITRA LOWDERMILK	MEMBER	5.00	Director	$0	$0	$0
VICKI MOORE	MEMBER	2.00	Director	$0	$0	$0
HANNAH HOLMES	MEMBER	1.00	Director	$0	$0	$0
CAITLIN SINGLETON	PRESIDENT	1.00	Officer Director	$0	$0	$0
KRIS GUSTAFSON	TREASURER	1.00	Officer Director	$0	$0	$0
ASHLEIGH PATTERSON	MEMBER	1.00	Director	$0	$0	$0
RILEY SAWYER	SECRETARY	1.00	Officer 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
2025	$893,257	$790,954	$1,974,193	$102,303
2024	$804,527	$764,076	$1,869,677	$40,451
2023	$807,566	$635,012	$1,825,382	$172,554
2022	$693,588	$598,702	$1,654,914	$94,886
2021	$604,702	$614,032	$1,556,794	$-9,330

BETA UPSILON FOUNDATION FOR EDUCATION INC