BETA GAMMA EPSILON ALUMNI ASSOCIAT… - Form 990 Financial Data

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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

2022

Legal Domicile

Principal Officer

Jack Donahue

Phone

6175998492

Tax Period

2024-01-01 to 2024-12-31

BETA GAMMA EPSILON ALUMNI ASSOCIATION, founded in 2022, is a micro nonprofit in the Education sector that reported $71K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $28K, a strong 40% operating margin.

Mission

Non-profit college alumni corporation committed to the social, civic, and educational advancement of the members of Beta Gamma Epsilon and to hold title to real estate and personal property and provide for the management and use thereof for the benefit of its members.

Program Service Accomplishments

Program 1

Maintained, improved, and held title to the real estate of the property at 234 Commonwealth Avenue, Boston, MA 02116 for the betterment of its members.

Program 2

Hosted the organization's annual Alumni Dinner Dance to reconnect association members from the past and present.

Program 3

Facilitated networking and fostered continued relationships between active members of the organization and its alumni.

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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 $2,067

Program Service Revenue $2,105

Investment Income $1,645

Other Revenue $64,830

TOTAL REVENUE $70,647

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $42,269

TOTAL EXPENSES $42,269

Year-over-Year Comparison

	2024	2023	Change
Revenue	$70,647	$64,896	+0.1%
Expenses	$42,269	$44,379	0.0%
Net Income	$28,378	$20,517	+0.4%

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

N/A

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
Nathan Tenney	Director	0.25	Director	$0	$0	$0
Santiago Hirschmann	Director	0.25	Director	$0	$0	$0
Thomas West	Director	0.25	Director	$0	$0	$0
Lucas Tocher	Director	0.25	Director	$0	$0	$0
John Donahue	CEO	0.5	Officer	$0	$0	$0
Bryan Buchanan	COO	0.5	Officer	$0	$0	$0
Maxwell Sminkey	CFO	0.5	Officer	$0	$0	$0
Matthew MacWatters	CIO	0.5	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	No data	No data	No data	No data
2024	$70,647	$42,269	$2,399,291	$28,378
2023	$64,896	$44,379	$2,364,613	$20,517
2022	$59,647	$24,029	$2,215,918	$35,618

BETA GAMMA EPSILON ALUMNI ASSOCIATION