Beta Phi Educational Foundation (EIN 861115630) - 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

2003

Legal Domicile

Principal Officer

Kevin Stombaugh

Tax Period

2018-01-01 to 2018-12-31

Beta Phi Educational Foundation, founded in 2003, is a micro nonprofit in the Education sector that reported $14K in total revenue in fiscal year 2018. Revenue grew 11% year-over-year, indicating healthy expansion. Net assets of $80K represent 68 months of operating reserves.

Mission

Provision of educational, leadership training, scholarships, facilities and programs for the students at the Sigma Chi Fraternity at the University of Arizona.

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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 (2018)

Revenue Breakdown

Contributions & Grants $11,045

Program Service Revenue $0

Investment Income $3,153

Other Revenue $0

TOTAL REVENUE $14,198

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,515

Other Expenses $15,115

TOTAL EXPENSES $15,115

Year-over-Year Comparison

	2018	2017	Change
Revenue	$14,198	$12,819	+0.1%
Expenses	$15,115	$7,810	+0.9%
Net Income	$-917	$5,009	-1.2%

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

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
Kevin Stombaugh	President	2.00	Officer Director	$0	$0	$0
Thomas E Scott	Treasurer	2.00	Officer Director	$0	$0	$0
Lisle Payne	Director	2.00	Director	$0	$0	$0
Jon Underwood	Director	2.00	Director	$0	$0	$0
Jim Johnson	Director	2.00	Director	$0	$0	$0
Nick Pierson	Director	2.00	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
2018	$14,198	$15,115	$80,140	$-917

Beta Phi Educational Foundation