THE BETA MU BUILDING AND ALUMNAE ASSOC (EIN 846030635) - 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

1920

Legal Domicile

Principal Officer

ANN SCHROEDER

Phone

3038886544

Tax Period

2024-07-01 to 2025-06-30

THE BETA MU BUILDING AND ALUMNAE ASSOC, founded in 1920, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue fell 46% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $324K, a strong 26% operating margin.

Mission

THE ORGANIZATION SEEKS FOR EVERY MEMBER THROUGHOUT HER LIFE BONDS OF FRIENDSHIP, MUTUAL SUPPORT, OPPORTUNITIES FOR SELF-GROWTH, RESPECT FOR INTELLECTUAL DEVELOPMENT, AND AN UNDERSTANDING OF AND AN ALLEGIANCE TO POSITIVE ETHICAL PRINCIPLES.

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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 $71,825

Program Service Revenue $1,028,901

Investment Income $141,035

Other Revenue $0

TOTAL REVENUE $1,241,761

Expense Breakdown

Grants Paid $0

Salaries & Benefits $324,201

Fundraising Expenses $22,806

Program Expenses $814,300

Other Expenses $593,912

TOTAL EXPENSES $918,113

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,241,761	$2,282,947	-0.5%
Expenses	$918,113	$951,629	0.0%
Net Income	$323,648	$1,331,318	-0.8%

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

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
ANN SCHROEDER	HB MEMBER, PRES, TREAS	3.00	Officer Director	$0	$0	$0
SUE HENDRICKS	HB MEMBER	2.00	Officer Director	$0	$0	$0
HANNELORE DOTY	HB MEMBER	2.00	Officer Director	$0	$0	$0
EMILY HAAS	HB MEMBER, SECY	2.00	Officer Director	$0	$0	$0
KIM LORD	HB MEMBER	2.00	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	$1,241,761	$918,113	$7,334,763	$323,648
2024	$2,282,947	$951,629	$7,036,002	$1,331,318
2023	$972,705	$968,389	$5,686,362	$4,316
2022	$1,417,339	$1,052,633	$5,668,292	$364,706
2021	$1,091,365	$979,383	$5,502,607	$111,982
2020	$1,089,153	$864,750	$5,264,924	$224,403
2019	$1,423,618	$1,118,099	$5,062,514	$305,519
2018	$1,224,900	$1,021,057	$4,830,451	$203,843

THE BETA MU BUILDING AND ALUMNAE ASSOC