BETA UPSILON CHI FOUNDATION INC

EIN: 742911848 501(c)(3) Education

FT WORTH, TX

Total Revenue
$929,332
Total Expenses
$863,676
Total Assets
$768,262
Net Assets
$675,797
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1985
Legal Domicile
TX
Principal Officer
JASON HOYT
Phone
8005117537
Tax Period
2024-08-01 to 2025-07-31

BETA UPSILON CHI FOUNDATION INC, founded in 1985, is a small nonprofit in the Education sector that reported $929K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $864K left a modest 7% surplus.

Mission

THE PURPOSES OF THE FOUNDATION SHALL BE TO FUNDRAISE AND OTHERWISE SUPPORT THE CHARITABLE, EDUCATIONAL, AND RELIGIOUS ACTIVITIES OF BETA UPSILON CHI FRATERNITY, INC. (THE "FRATERNITY"), AND ITS EFFORTS TO ESTABLISH BROTHERHOOD AND UNITY AMONG MEN BASED ON THE COMMON BOND OF JESUS CHRIST.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $869,671
Program Service Revenue $0
Investment Income $14,957
Other Revenue $44,704
TOTAL REVENUE $929,332

Expense Breakdown

Grants Paid $161,677
Salaries & Benefits $330,134
Fundraising Expenses $33,013
Program Expenses $622,265
Other Expenses $371,865
TOTAL EXPENSES $863,676

Year-over-Year Comparison

2024 2023 Change
Revenue $929,332 $1,037,074 -0.1%
Expenses $863,676 $974,019 -0.1%
Net Income $65,656 $63,055 +0.0%
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

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Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
14
Employees
3
Volunteers
157

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
0
$0
Total Directors
1
$125,250
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JASON HOYT EXECUTIVE DIRECTOR 40.00
Director
$125,250 $0 $125,250
N/A BOARD MEMBER 5.00
$0 $0 $0
N/A BOARD MEMBER 5.00
$0 $0 $0
N/A BOARD MEMBER 5.00
$0 $0 $0
N/A BOARD MEMBER 5.00
$0 $0 $0
N/A BOARD MEMBER 5.00
$0 $0 $0
N/A BOARD MEMBER 5.00
$0 $0 $0
N/A BOARD MEMBER 5.00
$0 $0 $0
N/A BOARD MEMBER 5.00
$0 $0 $0
N/A BOARD MEMBER 5.00
$0 $0 $0
N/A BOARD MEMBER 5.00
$0 $0 $0
N/A BOARD MEMBER 5.00
$0 $0 $0
N/A BOARD MEMBER 5.00
$0 $0 $0
N/A BOARD MEMBER 5.00
$0 $0 $0
N/A BOARD MEMBER 5.00
$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 $929,332 $863,676 $768,262 $65,656
2024 $1,037,074 $974,019 $712,919 $63,055
2023 $794,463 $1,018,977 $582,892 $-224,514
2022 $756,798 $797,662 $790,640 $-40,864
2021 $1,236,144 $1,052,942 $904,854 $183,202
2020 $1,342,306 $1,216,237 $649,817 $126,069
2019 $1,217,779 $1,186,715 $536,985 $31,064
2018 $1,173,067 $1,164,588 $346,416 $8,479
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