Texas Beta Educational Fund (EIN 863660081) - 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

2021

Legal Domicile

Principal Officer

Gregg W Young Director

Phone

5127314746

Tax Period

2024-01-01 to 2024-12-31

Texas Beta Educational Fund, founded in 2021, is a small nonprofit that reported $204K in total revenue in fiscal year 2024. Expenses of $186K left a modest 9% surplus.

Mission

The Texas Beta Educational Fund supports students at the University of Texas with academic scholarships. Recipients are selected by the Board ofDirectors based upon academic achievement or financial need or to support attendance at educational conferences.

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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 $25,000

Program Service Revenue $0

Investment Income $179,170

Other Revenue $0

TOTAL REVENUE $204,170

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $186,206

Other Expenses $186,206

TOTAL EXPENSES $186,206

Year-over-Year Comparison

	2024	2023	Change
Revenue	$204,170	$204,170	N/A
Expenses	$186,206	$16,206	+10.5%
Net Income	$17,964	$187,964	-0.9%

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
Michael Harris	Vice President and Treasurer	1.00	Officer	$0	$0	$0
Gregg W Young	President	2.00	Officer	$0	$0	$0
Erik Thorsen	Vice President	1.00	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
2024	$204,170	$186,206	$472,962	$17,964
2022	No data	$22,687	$468,995	No data
2021	$491,682	No data	$491,682	No data

Texas Beta Educational Fund