BETA ALPHA ASSOCIATION OF THETA XI (EIN 586036553) - 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

1952

Legal Domicile

Principal Officer

ADAM CARACCU

Phone

7705491850

Tax Period

2025-01-01 to 2025-12-31

BETA ALPHA ASSOCIATION OF THETA XI, founded in 1952, is a small nonprofit in the Mutual Benefit sector that reported $585K in total revenue in fiscal year 2025. Expenses of $530K left a modest 9% surplus.

Mission

THE ORGANIZATION EXISTS FOR THE PRIMARY PURPOSE OF PROVIDING A CHAPTER HOUSE AND LIVING FACILITIES.

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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 $4,999

Program Service Revenue $567,000

Investment Income $9,085

Other Revenue $4,000

TOTAL REVENUE $585,084

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $493,725

Other Expenses $529,511

TOTAL EXPENSES $529,511

Year-over-Year Comparison

	2025	2024	Change
Revenue	$585,084	$577,615	+0.0%
Expenses	$529,511	$600,868	-0.1%
Net Income	$55,573	$-23,253	-3.4%

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
MARSHALL SIMS	PRESIDENT	1.00	Officer Director	$0	$0	$0
ALLAINE DE LA CRUZ	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ADAM CARACCI	TREASURER	1.00	Officer Director	$0	$0	$0
ANDREW BOYD	SECRETARY	1.00	Officer Director	$0	$0	$0
EW LOONEY	MEMBER-AT-LARGE	1.00	Officer Director	$0	$0	$0
CARSON EARNEST	MEMBER-AT-LARGE	1.00	Officer Director	$0	$0	$0
HENRY STEWART	UNDERGRADUATE-AT-LARGE	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	$585,084	$529,511	$5,114,212	$55,573
2024	$577,615	$600,868	$5,475,374	$-23,253
2023	$616,976	$550,325	$5,682,069	$66,651
2023	$616,976	$750,325	$5,482,069	$-133,349
2022	$521,659	$510,154	$5,796,324	$11,505
2021	$388,079	$178,469	$5,969,682	$209,610
2020	$437,369	$54,480	$2,304,337	$382,889
2019	$187,545	$90,629	$785,037	$96,916

BETA ALPHA ASSOCIATION OF THETA XI