THE BETA MU BUILDING AND ALUMNAE ASSOC

EIN: 846030635

BOULDER, CO

Total Revenue
$1,241,761
Total Expenses
$918,113
Total Assets
$7,334,763
Net Assets
$7,120,511
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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
CO
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.

Program Service Accomplishments

Program 1
Expenses: $814,300 Revenue: $1,028,901

PROVIDE FACILITIES AND RELATED SERVICES TO THE COLLEGIATE MEMBERS OF BETA MU CHAPTER OF KAPPA KAPPA GAMMA SORORITY.

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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 $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

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Governance

Voting Members
5
Independent Members
5
Employees
7
Volunteers
12

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
5
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
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
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