FACILITY CORPORATION OF BETA SIGMA (EIN 756026602) - 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

1950

Legal Domicile

Principal Officer

SUSAN KREJS

Phone

3178768593

Tax Period

2024-07-01 to 2025-06-30

FACILITY CORPORATION OF BETA SIGMA, founded in 1950, is a small nonprofit that reported $623K in total revenue in fiscal year 2024. Revenue surged 121% from the prior year, signaling strong growth momentum. Net assets of $4.2M represent 81 months of operating reserves.

Mission

TO PROVIDE HOUSING, STUDY AREAS, AND AN EDUCATIONALLY SUPPORTIVE ENVIRONMENT FOR MEMBERS OF THE BETA SIGMA FACILITY CORPORATION, MEMBERS OF KAPPA ALPHA THETA AND FULL TIME STUDENTS OF SOUTHERN METHODIST 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 $218,997

Program Service Revenue $396,000

Investment Income $7,686

Other Revenue $615

TOTAL REVENUE $623,298

Expense Breakdown

Grants Paid $0

Salaries & Benefits $52,384

Fundraising Expenses $0

Other Expenses $630,698

TOTAL EXPENSES $683,082

Year-over-Year Comparison

	2024	2023	Change
Revenue	$623,298	$282,171	+1.2%
Expenses	$683,082	$680,567	+0.0%
Net Income	$-59,784	$-398,396	-0.8%

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
SHARON HERKIMER DEWBERRY	CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
SUSAN STANSBURY KREJS	CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
ANNE HIPP PATE	SECRETARY	10.00	Officer Director	$0	$0	$0
JAN BRAECKLEIN NORRIS	TREASURER	10.00	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	$623,298	$683,082	$7,857,842	$-59,784
2024	$282,171	$680,567	$7,939,280	$-398,396
2023	$552,175	$672,215	$8,434,596	$-120,040
2022	$338,895	$602,303	$8,674,477	$-263,408
2021	$609,378	$570,305	$9,158,776	$39,073
2020	$402,884	$559,845	$9,233,689	$-156,961
2019	$360,613	$549,629	$9,503,849	$-189,016

FACILITY CORPORATION OF BETA SIGMA