KAPPA SIGMA EDUCATIONAL FOUNDATION BETA PSI CHAPTER (EIN 680523570) - 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

2002

Legal Domicile

Principal Officer

MICHAEL KNOWLES

Phone

4258705857

Tax Period

2023-01-01 to 2023-12-31

KAPPA SIGMA EDUCATIONAL FOUNDATION BETA PSI CHAPTER, founded in 2002, is a micro nonprofit in the Education sector that reported $142 in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $2K exceeded revenue, resulting in a 1104% operating deficit.

Mission

TO SUPPORT EDUCATIONAL ACTIVITIES OF BETA PSI CHAPTER OF KAPPA SIGMA 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 (2023)

Revenue Breakdown

Contributions & Grants $56

Program Service Revenue $0

Investment Income $86

Other Revenue $0

TOTAL REVENUE $142

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,000

Other Expenses $710

TOTAL EXPENSES $1,710

Year-over-Year Comparison

	2023	2022	Change
Revenue	$142	$161	-0.1%
Expenses	$1,710	$695	+1.5%
Net Income	$-1,568	$-534	+1.9%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
STEVEN STRAUSS	DIRECTOR/VICE PRESIDENT	Director	$0	$0	$0
ANDREW BOWERLY	DIRECTOR/TREASURER	Director	$0	$0	$0
ROBERT WINSTANLEY	DIRECTOR/SECRETARY	Director	$0	$0	$0
MICHAEL KNOWLES	DIRECTOR/PRESIDENT	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$142	$1,710	$30,056	$-1,568
2022	$161	$695	$31,527	$-534
2021	$149	$645	$33,460	$-496
2020	$190	$665	$32,212	$-475
2019	$157	$3,340	$33,291	$-3,183
2018	$178	$1,315	$35,793	$-1,137

KAPPA SIGMA EDUCATIONAL FOUNDATION BETA PSI CHAPTER