Texas Beta Students Aid Fund (EIN 746063278) - 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

1947

Legal Domicile

Phone

5127314746

Tax Period

2024-08-01 to 2025-07-31

Texas Beta Students Aid Fund, founded in 1947, is a micro nonprofit that reported $16K in total revenue in fiscal year 2024. Expenses of $26K exceeded revenue, resulting in a 60% operating deficit.

Mission

To aid students of the University of Texas who are members of the Beta Omicron Chapter of Beta Theta Pi Fraternity with scholarships, maintaining land and buildings serving as housing for these students, and to ensure attainment of higher education goals.

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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 $0

Investment Income $16,214

Other Revenue $0

TOTAL REVENUE $16,214

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,942

Other Expenses $25,942

TOTAL EXPENSES $25,942

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,214	$16,214	N/A
Expenses	$25,942	$18,173	+0.4%
Net Income	$-9,728	$-1,959	+4.0%

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

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
Louis G Baldwin	Director	1.00	Director	$0	$0	$0
Mac Churchill	Director	1.00	Director	$0	$0	$0
John LeFlore	Director	1.00	Director	$0	$0	$0
Craig Clayton	Director	1.00	Director	$0	$0	$0
Michael Harris	Treasurer	1.00	Officer Director	$0	$0	$0
George W Harcourt	Secretary	1.00	Officer Director	$0	$0	$0
Gregg Young	President	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	$16,214	$25,942	$523,525	$-9,728
2021	$70,650	$39,014	$473,875	$31,636
2020	$60,842	$201,574	$450,008	$-140,732
2019	$94,031	$118,871	$1,135,898	$-24,840
2018	$169,860	$109,522	$1,195,651	$60,338

Texas Beta Students Aid Fund