Beta Zeta Association of Theta Xi Inc (EIN 636050258) - Form 990 Financial Analysis & Trantor Score

🔒

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

1953

Legal Domicile

Principal Officer

Ryan Scott

Phone

7133378804

Tax Period

2024-05-01 to 2025-04-30

Beta Zeta Association of Theta Xi Inc, founded in 1953, is a small nonprofit that reported $202K in total revenue in fiscal year 2024. The organization ran a surplus of $128K, a strong 63% operating margin.

Mission

The Beta Zeta Association of Theta Xi, Inc. is organized for the purpose of promoting social intercourse among its members and between its membership and the public in general as well as providing a Chapter House for undergraduate Fraternity members at Auburn University

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $93,382

Program Service Revenue $91,475

Investment Income $17,106

Other Revenue $0

TOTAL REVENUE $201,963

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $67,941

TOTAL EXPENSES $73,941

Year-over-Year Comparison

	2024	2023	Change
Revenue	$201,963	$196,821	+0.0%
Expenses	$73,941	$144,311	-0.5%
Net Income	$128,022	$52,510	+1.4%

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
Scott Yates	President	10.00	Officer Director	$0	$0	$0
Ryan Scott	Treasurer	10.00	Officer Director	$0	$0	$0
Matt Hard	Secretary	2.00	Officer Director	$0	$0	$0
Zachary Scott	Governor	2.00	Director	$0	$0	$0
Artie Vaughn	Vice President	2.00	Officer Director	$0	$0	$0
Ben Waters	Governor	2.00	Director	$0	$0	$0
Thomas Barnes	Governor	2.00	Director	$0	$0	$0
Harrison Forder	Governor	2.00	Director	$0	$0	$0
Peter Busenlener	Governor	2.00	Director	$0	$0	$0
Banks Murdoch	Undergraduate Governor	2.00	Director	$0	$0	$0
James Everidge	Undergraduate Governor	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
2025	$201,963	$73,941	$723,754	$128,022
2024	$196,821	$144,311	$595,732	$52,510
2023	$191,218	$102,835	$532,564	$88,383

Beta Zeta Association of Theta Xi Inc