BETA EPSILON SCHOLARSHIP FUND (EIN 770470261) - 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

1997

Principal Officer

JUSTIN SCHLAGETER

Phone

5304001168

Tax Period

2024-07-01 to 2025-06-30

BETA EPSILON SCHOLARSHIP FUND, founded in 1997, is a micro nonprofit in the Education sector that reported $30K in total revenue in fiscal year 2024. Revenue surged 628% from the prior year, signaling strong growth momentum. The organization ran a surplus of $19K, a strong 62% operating margin.

Mission

THE SPECIFIC PURPOSE FOR WHICH THIS CORPORATION IS ORGANIZED ARE EXCLUSIVELY CHARITABLE, AND EDUCATIONAL, INCLUDING, FOR SUCH PURPOSES, THE AWARDING OF SCHOLARSHIPS AND THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE, OR CORRESPONDING SECTION OF ANY FUTURE TAX CODE.

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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 $30,106

Other Revenue $0

TOTAL REVENUE $30,106

Expense Breakdown

Grants Paid $3,025

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,422

Other Expenses $8,397

TOTAL EXPENSES $11,422

Year-over-Year Comparison

	2024	2023	Change
Revenue	$30,106	$4,133	+6.3%
Expenses	$11,422	$5,663	+1.0%
Net Income	$18,684	$-1,530	-13.2%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAK BETTENCOURT	TREASURER	N/A	Officer	$0	$0	$0
DAVID PANCONI	SECRETARY	N/A	Officer	$0	$0	$0
JUSTIN SCHLAGETER	PRESIDENT	N/A	Officer	$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	$30,106	$11,422	$885,051	$18,684
2024	$4,133	$5,663	$810,766	$-1,530
2023	$691,729	$171	$691,714	$691,558

BETA EPSILON SCHOLARSHIP FUND